Account Executive

Updated on 11/15/2023

1,001-5,000 employees

Personal loans, cards and rewards checking

Company Overview

Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.

Financial Services

Data & Analytics

Company Stage

Series E

Total Funding

$357.2M

Founded

2016

Headquarters

San Francisco, California

Growth & Insights

Headcount

6 month growth

↑ 14%

1 year growth

↑ 26%

2 year growth

↑ 113%

Locations

Atlanta, GA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Agile

Sales

Salesforce

Communications

CategoriesNew

Sales & Account Management

Product

Requirements

Minimum of 2+ years of experience in SaaS or Channel full sales cycles or highly relatable functions
Interest in not just performing the AE role but in helping shape a new offering’s go-to-market
Willing to travel up to 25% of time
Experience in developing trusted relationships with new customers
Effective presentation and communication skills
Self-driven and track record in exceeding goals
Strong collaborator with cross-functional teams to succeed in managing projects and deal cycles of all sizes
Adaptability - you understand that change is constant, and you embrace it. You’re agile and resilient. You move quickly and encourage continued improvement
Strong work ethic and competitive mindset. You always want to be at the top of the leaderboard

Responsibilities

Have a desire to not only sell, but to shape go-to-market offerings and sales processes
Own the entire end to end sales cycle from create to close
Maintain a robust sales pipeline within target accounts and track in Salesforce
Develop key relationships with your clients at the C Suite level and cultivate lasting relationships with customers
Refine and deliver sales presentations to customers
Consistently overachieve targets through a customer-obsessed approach
Engage in and champion the proper culture and processes for a motivated, balanced, and highly efficient team capable of scaling up at later stages of organizational maturity
Clearly articulate and demonstrate our value proposition, creating excitement and enthusiasm among prospects
Regularly iterate messaging that will scale our outbound prospecting engine
Partner with the Sales and Customer Success leadership teams to develop account-based sales strategies to uncover value for all go-to-market department leaders
Drive activity using multiple channels and resources inside and outside the organization. Prospect and generate relationships with new customers
Adopt and execute high-velocity selling methodologies
Have a passion for driving customer adoption and satisfaction

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $25 billion in affordable and responsible credit to our 2.7M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.

We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We’ve also received recognition for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people’s lives.

About the Role:

We are looking for an Account Executive to join and help build our sales team in North America. The sales team is responsible for attracting new home improvement contractors to offer their customers payment options through Upgrade.

What’s unique about this role is that you’ll be joining a newer team at the ground floor. If you’ve ever dreamed of working at an early stage start-up, this role will allow you to contribute well beyond the scope of a normal AE role, and to have a hands-on opportunity to help create a business from the early stages. You’ll be able to do all of this under the umbrella of an established Bay-Area FinTech without the risks that most early stage start-ups face. Our future leaders will likely come from this initial group of entrepreneurial sellers, so come join us and help build something great in Atlanta.

What You’ll Do:

Have a desire to not only sell, but to shape go-to-market offerings and sales processes
Own the entire end to end sales cycle from create to close
Maintain a robust sales pipeline within target accounts and track in Salesforce
Develop key relationships with your clients at the C Suite level and cultivate lasting relationships with customers
Refine and deliver sales presentations to customers
Consistently overachieve targets through a customer-obsessed approach
Engage in and champion the proper culture and processes for a motivated, balanced, and highly efficient team capable of scaling up at later stages of organizational maturity
Clearly articulate and demonstrate our value proposition, creating excitement and enthusiasm among prospects
Regularly iterate messaging that will scale our outbound prospecting engine
Partner with the Sales and Customer Success leadership teams to develop account-based sales strategies to uncover value for all go-to-market department leaders
Drive activity using multiple channels and resources inside and outside the organization. Prospect and generate relationships with new customers
Adopt and execute high-velocity selling methodologies
Have a passion for driving customer adoption and satisfaction

What We Look For:

Minimum of 2+ years of experience in SaaS or Channel full sales cycles or highly relatable functions
Interest in not just performing the AE role but in helping shape a new offering’s go-to-market
Willing to travel up to 25% of time
Experience in developing trusted relationships with new customers
Effective presentation and communication skills
Self-driven and track record in exceeding goals
Strong collaborator with cross-functional teams to succeed in managing projects and deal cycles of all sizes
Adaptability - you understand that change is constant, and you embrace it. You’re agile and resilient. You move quickly and encourage continued improvement
Strong work ethic and competitive mindset. You always want to be at the top of the leaderboard

What We Offer You:

Competitive salary and stock option plan
100% paid coverage of medical, dental and vision insurance
Flexible PTO
Opportunities for professional growth and development
Paid parental leave
Health & wellness initiatives

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.