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Full-Time

Account Executive

Posted on 8/28/2024

Checkbook

Checkbook

11-50 employees

Supports ACH, digital checks, virtual cards

Fintech
Financial Services

Senior, Expert

San Mateo, CA, USA + 1 more

More locations: Remote in USA

Remote option available.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • Proven work experience as a Senior Account Executive
  • Solid experience with CRM software and Gsuite
  • An ability to understand and analyze sales performance metrics
  • Excellent communication and team management skills
  • Strong analytical and negotiation skills
  • Business acumen with a problem-solving attitude
Responsibilities
  • Create detailed business plans to reach predetermined goals and quotas
  • Manage the entire sales cycle from finding a potential client to securing a deal
  • Unearth new sales opportunities through networking and turn them into long-term partnerships
  • Set and monitor sales targets
  • Identify potential customers and set approach strategies
  • Resolve issues and handle complaints quickly and effectively
  • Negotiate contracts and close agreements
  • Get feedback and suggest ways to increase customer engagement

Checkbook's focus on secure electronic payment solutions, including ACH, real-time payments, digital checks, and virtual cards, positions it at the forefront of financial technology. This environment provides a perfect platform for employees keen on contributing to cutting-edge payment innovations while operating in an ecosystem that simplifies and secures large-scale financial transactions. Furthermore, its integration capabilities with accounting software enhance operational efficiency, making it an ideal workplace for those looking to advance in a tech-driven and agile financial sector.

Company Stage

Seed

Total Funding

$14.3M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

16%

1 year growth

16%

2 year growth

42%
Simplify Jobs

Simplify's Take

What believers are saying

  • The partnership with Visa to implement Visa Direct significantly enhances Checkbook's capability to offer real-time payments, making it a competitive player in the instant payments market.
  • The recent $10M Series A funding led by MassMutual Ventures provides Checkbook with the financial resources to expand its operations and innovate further.
  • Collaborations with companies like Line and Eisen demonstrate Checkbook's ability to scale rapidly and adapt to various market needs, from financial institutions to underbanked communities.

What critics are saying

  • The highly competitive fintech landscape means Checkbook must continuously innovate to maintain its market position against larger, more established players.
  • Reliance on strategic partnerships, such as those with Visa and Eisen, could pose risks if these relationships were to deteriorate or end.

What makes Checkbook unique

  • Checkbook's all-in-one payments platform offers a single API for various payment methods, simplifying integration for businesses compared to competitors with fragmented solutions.
  • Strategic partnerships with industry leaders like Visa and Eisen enhance Checkbook's credibility and expand its service offerings, setting it apart from smaller fintech firms.
  • Checkbook's focus on compliance and regulatory adherence, especially in the context of account closures and fund disbursements, provides a unique value proposition in the financial technology space.

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