Full-Time

B2B Account Executive

Inbound Leads

Confirmed live in the last 24 hours

finally

finally

51-200 employees

AI-driven financial services for SMBs

Data & Analytics
AI & Machine Learning
Financial Services

Senior

Boca Raton, FL, USA

Required Skills
Sales
Communications
Marketing
Requirements
  • Proven track record of success in a sales or account executive role.
  • Excellent verbal and written communication skills
  • Passion for delivering exceptional customer experiences
  • Expertise in consultative selling
  • Flexibility and ability to thrive under pressure
  • Results-driven mindset
  • Strong collaboration skills
  • Familiarity with CRM systems and sales-related tools
  • Previous experience in the Finance or Accounting industry is a plus
  • B.A, B.S or equivalent experience
Responsibilities
  • Handle all inbound leads generated through various marketing channels
  • Conduct thorough needs assessments with prospective clients
  • Manage the complete sales cycle from lead qualification to deal closure
  • Build strong, long-term relationships with clients
  • Meet and exceed monthly and quarterly sales targets
  • Stay updated on industry trends and product features
  • Collaborate with marketing and customer success teams
  • Provide feedback on customer preferences and product improvement

Finally offers a comprehensive AI-driven suite for real-time bookkeeping, expense management, payroll, invoicing, tax preparation, and payment processing, tailored for small and medium-sized businesses in the finance and accounting sector. The main technologies used include AI-driven software for real-time bookkeeping, expense management, payroll, invoicing, tax preparation, and payment processing.

Company Stage

Series A

Total Funding

$109M

Headquarters

Miami, Florida

Founded

2019

Growth & Insights
Headcount

6 month growth

33%

1 year growth

52%

2 year growth

63%