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Overflow

Donations platform for stocks and crypto

Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of experience in SaaS, business development, or technology sales, with a proven record of meeting or exceeding quota.
  • Full-cycle sales experience, from inbound qualification through discovery, product demonstration, negotiation, and close.
  • Experience navigating complex, multi-stakeholder deals with sales cycles of 30–180 days.
  • Ability to deliver compelling, customized product demonstrations that create urgency.
  • Ability to handle objections about pricing, implementation timelines, platform switches, and return on investment.
  • Strong written and verbal communication skills.
  • Ability to build business cases quantifying value through increased donation volume and donor retention.
  • Financial literacy and comfort discussing stock donations, cryptocurrency, donor-advised funds, and donor tax implications.
  • Ability to address security, data privacy, and regulatory concerns.
  • Proficiency with HubSpot for pipeline management, forecasting, and activity tracking.
  • Experience with Gong, LinkedIn Sales Navigator, ZoomInfo, or similar prospecting and enablement tools.
  • Comfort using AI tools such as Claude, ChatGPT, or Gemini to improve productivity, research accounts, and personalize outreach.
  • Ability to track metrics and refine sales approach based on performance insights.
  • Ability to build trust through listening and empathetic communication.
  • Ability to receive feedback and continually improve sales practice.
  • Resilience under pressure and through medium- to long-length sales cycles.
  • Ability to collaborate with teammates, leadership, and cross-functional partners.

Responsibilities

  • Consistently meet or exceed quota targets.
  • Maintain an accurately forecasted pipeline in HubSpot, with strong customer relationship management hygiene and activity tracking.
  • Track and optimize demo-to-close rate, deal velocity, average contract value, and total processing volume.
  • Identify expansion opportunities within existing accounts and collaborate with Customer Success on upsell motions.
  • Convert warm inbound leads generated through paid acquisition, referrals, and partnerships, and close them with urgency.
  • Build an outbound pipeline through proactive prospecting, targeted account research, and personalized outreach to churches and nonprofits in the territory.
  • Conduct discovery calls and product demonstrations that articulate Overflow’s value across cash and non-cash giving, Tap, and Generosity University.
  • Navigate multi-stakeholder buying processes involving Lead Pastors, Executive Pastors or Directors, CFOs, and Development Directors.
  • Negotiate contracts, structure pricing, and close high-value inbound and self-generated deals while balancing organizational value with Overflow’s profitability.
  • Explain complex financial products and compliance requirements in simple terms for non-technical buyers.
  • Support targeted outbound outreach, including follow-ups from events and marketing campaigns.
  • Re-engage warm leads or organizations already familiar with Overflow.
  • Conduct personalized outreach in addition to high-volume prospecting.
  • Contribute insights to improve messaging, targeting, and engagement strategies.
  • Represent Overflow at 6–10 or more industry conferences, church expos, and nonprofit summits each year by building relationships, sourcing deals, and expanding brand presence.
  • Build trusted-advisor relationships with ministry and nonprofit leadership.
  • Build relationships across finance, development, and executive leadership within each account.
  • Follow up promptly and personally with warm leads, past prospects, and partner-referred organizations.

Desired Qualifications

  • Familiarity with nonprofit, philanthropy, fintech, or faith-based sectors is a strong advantage.

About the Company

Overflow

Donations platform for stocks and crypto

Overflow helps churches and nonprofits accept and manage donations of non-cash assets like stocks and cryptocurrency, alongside cash gifts, through a subscription-based financial technology platform. Donors can give via multiple channels (card, ACH, stock, crypto, and donor-advised funds), and Overflow processes these gifts while providing automated giving statements, live dashboards, and detailed donor and gift-status tracking. The platform focuses on reducing barriers to giving and offering low processing fees, aiming to stand out with a comprehensive, end-to-end solution for charitable fundraising. Overflow’s goal is to make generosity frictionless and to significantly increase charitable contributions by unlocking and simplifying the use of non-cash wealth, which makes up a large portion of global assets.

Company size
51-200
Company stage
Series B
Total funding
$30M
Headquarters
Los Gatos, CA
Founded
2019

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