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Basic Capital

Leverage-based retirement investment platform

Account Executive - Channel Sales

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$75k /yr

About the Job

Requirements

  • Have 1 to 3 years of experience in a quota-carrying sales role, either sourcing or closing; SDRs and BDRs who have consistently met targets and want to move into closing, as well as early-career account executives, are suitable.
  • Be motivated by targets and comfortable being measured on monthly closed revenue.
  • Be organized enough to manage a high volume of active deals without allowing them to go quiet.
  • Communicate clearly on calls and in writing, and patiently explain a financial product to people who have not bought one before.
  • Be curious about retirement plans, benefits, or fintech; prior 401(k) experience is not required.
  • Be comfortable in a fast-paced, high-accountability environment where the team is scaling quickly.
  • Be interested in modern sales tools such as HubSpot, Clay, or Nooks, or similar tools, and willing to learn new tools.

Responsibilities

  • Work partner-referred opportunities from the first call through signed agreement.
  • Conduct discovery calls and product demonstrations that explain how an open-architecture 401(k) differs from an employer's current plan.
  • Keep deals moving by following up quickly, handling objections, involving the appropriate internal support, and closing on a predictable timeline.
  • Maintain partner relationships on assigned deals by providing referring partners with a smooth, timely experience and updates.
  • Supplement the channel pipeline with self-sourced outbound prospecting when capacity allows.
  • Maintain accurate pipeline records in HubSpot to support forecasting and partner reporting.
  • Share buyer feedback with the Growth team to improve messaging, targeting, and partner playbooks.

Desired Qualifications

  • SDRs and BDRs who have consistently hit their targets and want to begin closing are considered a strong fit.

About the Company

Basic Capital

Leverage-based retirement investment platform

Basic Capital provides retirement financing for 401(k) and IRA plans by pairing user contributions with supplemental capital to create a levered investment base that is invested in diversified ETFs and bonds. For every $1 a user contributes, the company adds $4, resulting in a 5x base; it handles IRA and LLC setup, financing, and portfolio management without credit checks and includes protections to reduce margin-risk exposure. The platform serves both employers (via a 401(k) platform for recruitment and retention) and individual savers (via IRA plans), differentiating itself with structured leverage and integrated administration. Its goal is to democratize access to wealth-building tools and expand retirement savings through leveraged investing while mitigating common margin risks.

Company size
11-50
Company stage
Series A
Total funding
$25M
Headquarters
New York City, New York
Founded
2021

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