Expense Management Account Executive

About finally

finally is one of America’s fastest-growing and most exciting fintech companies, focused on being the premier financial automation platform for SMBs. Our innovative product suite integrates Credit & Banking, Billing & Invoicing, Bookkeeping, and Taxes, all harmonized through cutting-edge artificial intelligence to aid Small to Medium-sized businesses. Finally aims to declutter financial operations, providing businesses with a seamless financial journey, allowing them to focus on what truly matters – their growth.

We’re headquartered in sunny South Florida and we raised $200 million dollars just in 2024 to bolster our growth, to innovate, and to continue to serve our customers. Our company has more than 250 individuals today across 3 offices. We’re proud to serve as the official corporate card and spend management platform for iconic sports franchises like the Florida Panthers, Miami Heat, and Chicago Bulls.

As an Expense Management Account Executive at Finally, you will play a pivotal role in driving revenue growth through the acquisition of new clients. This closing role will involve collaborating with SDRs (Sales Development Representatives) who will prospect on your behalf, as well as conducting independent prospecting. Your primary responsibility is to engage with prospective clients, understand their specific needs, and guide them through the sales process to secure successful closures.

Responsibilities

1) Collaborative Prospecting:

●      Work closely with SDRs to leverage pre-qualified leads generated through outbound efforts.

●      Conduct independent prospecting to identify additional opportunities and expand the client base.

2) Product Knowledge and Demonstration:

●      Develop a deep understanding of our expense management products and their benefits.

●      Effectively present product demonstrations tailored to the unique needs of each prospect.

3) Sales Cycle Management:

●      Manage the end-to-end sales process, from initial contact to contract negotiation and closure.

●      Utilize consultative selling techniques to address client pain points and position our solutions as the ideal choice.

4) Relationship Building:

●      Cultivate strong relationships with key stakeholders, understanding their business challenges and goals.

●      Collaborate with internal teams to ensure a smooth transition from sale to implementation.

5) Quota Achievement:

●      Meet and exceed monthly and quarterly sales targets.

●      Provide accurate and timely sales forecasts and reports.

6) Market Intelligence:

●      Stay informed about industry trends, competitor offerings, and market demands.

●      Use market intelligence to adapt sales strategies and maintain a competitive edge.

Qualifications

1) Experience:

●      Proven track record in a closing role, preferably in B2B SaaS or technology sales.

●      Experience in selling expense management or related financial solutions is a significant plus.

2) Communication Skills:

●      Excellent verbal and written communication skills.

●      Ability to articulate complex concepts in a clear and compelling manner.

3) Sales Acumen:

●      Strong negotiation and closing skills.

●      Ability to navigate complex sales cycles and close deals efficiently.

4) Customer-Centric:

●      Passion for delivering exceptional customer experiences.

●      Ability to build rapport and trust with clients.

5) Team Player:

●      Collaborative mindset with the ability to work effectively with cross-functional teams.

6) Adaptability:

●      Comfortable working in a dynamic, fast-paced environment.

●      Ability to adapt to evolving market conditions and customer needs.

Nice to Have:

●      Knowledge of accounting, finance, or economics.

●      Background in banking or financial services.

Benefits

• Health insurance

• Dental insurance

• Employee stock purchase plan

• Paid time off

• Paid training

• Vision insurance