Full-Time

Account Executive

Overflow

Overflow

51-200 employees

Donations platform for stocks and crypto

No salary listed

Remote in USA

Remote

Periodic in-person gatherings, team retreats, and collaboration opportunities may be expected throughout the year.

Category
Sales & Account Management (1)
Required Skills
Claude
Sales
Forecasting
CRM
HubSpot
Data Analysis

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Requirements
  • The candidate must have 5+ years of experience in SaaS, business development, or technology sales with a proven track record of hitting and exceeding quota.
  • The candidate must have full-cycle sales experience from inbound qualification through discovery, demonstration, negotiation, and close.
  • The candidate must have experience navigating complex, multi-stakeholder deals with 30–180 day sales cycles.
  • The candidate must be able to deliver compelling, customized product demonstrations that create urgency.
  • The candidate must be skilled at handling objections involving pricing, implementation timelines, platform switches, and return-on-investment justification.
  • The candidate must have strong written and verbal communication skills.
  • The candidate must be skilled at building business cases that quantify value through increased donation volume and donor retention.
  • The candidate must be comfortable discussing stock donations, cryptocurrency, donor-advised funds, and tax implications for donors.
  • The candidate must be able to address security, data privacy, and regulatory concerns with confidence.
  • The candidate must be proficient in HubSpot for pipeline management, forecasting, and activity tracking.
  • The candidate must consistently track metrics and refine the sales approach based on performance insights.
Responsibilities
  • The Account Executive must consistently hit or exceed quota targets.
  • The Account Executive must maintain an accurately forecasted pipeline in HubSpot with strong customer relationship management hygiene and activity tracking.
  • The Account Executive must track and optimize demo-to-close rate, deal velocity, average contract value, and total processing volume.
  • The Account Executive must identify expansion opportunities within existing accounts and collaborate with Customer Success on upsell motions.
  • The Account Executive must convert warm inbound leads generated through paid acquisition, referrals, and partnerships and close them with urgency and skill.
  • The Account Executive must build an outbound pipeline through proactive prospecting, targeted account research, and personalized outreach to churches and nonprofits in the assigned territory.
  • The Account Executive must conduct discovery calls and product demonstrations that articulate Overflow’s value across cash and non-cash giving, Tap, and Generosity University.
  • The Account Executive must navigate multi-stakeholder buying processes involving Lead Pastors, Executive Pastors or Directors, Chief Financial Officers, and Development Directors.
  • The Account Executive must negotiate contracts, structure pricing, and close high-value inbound and self-generated deals that balance organizational value with Overflow’s profitability.
  • The Account Executive must explain complex financial products and compliance requirements in simple, compelling terms for non-technical buyers.
  • The Account Executive must support targeted outbound outreach, including follow-ups from events and marketing campaigns.
  • The Account Executive must re-engage warm leads and organizations already familiar with Overflow.
  • The Account Executive must conduct thoughtful, personalized outreach in addition to high-volume prospecting.
  • The Account Executive must contribute insights to improve messaging, targeting, and engagement strategies.
  • The Account Executive must represent Overflow at 6–10 or more industry conferences, church expos, and nonprofit summits per year by building relationships, sourcing deals, and expanding brand presence.
  • The Account Executive must establish trusted-advisor relationships with ministry and nonprofit leadership.
  • The Account Executive must use multi-threaded selling to build relationships across finance, development, and executive leadership within each account.
  • The Account Executive must re-engage warm leads, past prospects, and partner-referred organizations through timely and personalized follow-up.
Desired Qualifications
  • Familiarity with nonprofit, philanthropy, fintech, or faith-based sectors is a strong advantage.
  • 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.

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

Palo Alto, California

Founded

2019

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Simplify Jobs

Simplify's Take

What believers are saying

  • Series B closed February 2024 raised $20 million, totaling $33.5 million.
  • Overflow AI launched in May 2025, adding a new upsell for finance teams.
  • Overflow says churches average 12% higher giving after migration, strengthening sales claims.

What critics are saying

  • The Giving Block and other donor-management platforms can copy non-cash giving features quickly.
  • Overflow still depends on church adoption, and migration friction slows switching.
  • If stock and crypto donation volumes stall, fee revenue and platform expansion weaken.

What makes Overflow unique

  • Overflow bundles cash, stock, crypto, and DAF giving for churches.
  • Overflow AI, launched May 2025, gives church finance teams natural-language reporting.
  • Overflow counts 450-plus organizations, including Church of the Highlands and Warriors Foundation.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

Paid Holidays

Parental Leave

401(k) Retirement Plan

Mental Health Support

Company Social Events

Hybrid Work Options

Remote Work Options

Stock Options

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Business Wire
Feb 8th, 2024
Overflow Announces $20M Series B Led by Wesleyan Investment Foundation to Become the Comprehensive Financial Partner within the Faith Space

Overflow, a trailblazer in redefining generosity through innovative financial solutions, proudly announces the successful closure of its $20 million S

Finextra
Feb 7th, 2024
Charitable giving fintech Overflow raises $20m

Charitable giving fintech Overflow raises $20m.

Overflow
Oct 12th, 2021
Overflow receives financing of $10M in Series A

Overflow is excited to announce that Overflow has raised a $10 million Series A from a diverse group of investors to support Overflow as it continues to grow.

Natural Resources
Oct 8th, 2021
Naturalresources Shop partners with Overflow

Natural Resources has partnered with Overflow to make donating stock online quick, easy, and secure.