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Relay Financial

Online banking platform for small businesses

Account Executive - Direct Sales

Account ExecutiveConfirmed live in the last 24 hours
Full-timeBoston, MA, USAHybrid

About the Job

Requirements

  • You have 2+ years of full sales cycle experience, ideally within fintech or selling to small and medium-sized businesses, accountants, or bookkeepers.
  • You have a consultative, discovery-led sales approach and can translate customer needs into clear business value.
  • You have experience with strategic account-based prospecting and outbound pipeline generation.
  • You are proficient with customer relationship management software and other sales-related tools, such as Salesforce, Outreach, and ZoomInfo, and actively leverage artificial intelligence to improve prospecting efficiency, personalize outreach, and elevate day-to-day sales effectiveness.
  • You enjoy collaborating with other departments and mentoring or coaching junior team members.

Responsibilities

  • Own the full sales cycle from prospecting to close, driving new business across inbound and outbound channels and ensuring successful post-close activation.
  • Become an expert in the product and industry to advise business owners and their accountants and bookkeepers in a high-trust manner while aligning their goals and objectives with product capabilities.
  • Translate product capabilities into tangible business value tailored to each customer’s goals.
  • Strategize with team members to innovate and improve the overall sales process.
  • Work cross-functionally with internal departments such as Business Development, Marketing, Risk, Customer Experience, Revenue Operations, and Sales Enablement.

Desired Qualifications

  • Experience in fintech, accounting software, or a neobank.
  • Experience working with small and medium-sized businesses in North America.
  • Proficiency in Spanish.

About the Company

Relay Financial

Online banking platform for small businesses

RelayFi offers an online banking platform for small businesses that consolidates ACH transfers, wires, checks, and payouts from PayPal, Stripe, and Square into one interface to track cash flow. It automates income tracking, expense management, and bookkeeping, saving time for owners. RelayFi partners with Thread Bank to hold deposits with FDIC insurance up to $3,000,000 via a deposit sweep, and offers APYs of 1.00%–3.00%. The service runs on a subscription model, earning revenue from fees and potential partner arrangements, with the goal of simplifying business banking and helping small businesses focus on growth.

Company size
201-500
Company stage
Growth Equity (Venture Capital)
Total funding
$101.6M
Headquarters
Toronto, Canada
Founded
2018

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