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Senior Account Executive

Skills
BusinessFinanceGmailGroupNew LeadsOperationsSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Mid to high ticket sales experience with deals from $30K to $130K+
  • Ability to speak credibly with sophisticated high net worth buyers about major financial decisions
  • Consultative selling approach with strong listening diagnosis and guidance skills
  • Experience building pipeline through outbound as well as inbound leads
  • Adaptability and process mindset for a sales motion without a fixed playbook
  • HubSpot CRM proficiency and disciplined follow-up habits
  • Self-directed accountability in a remote work environment
  • Strong communication skills across phone video and in person
  • Familiarity with ETA acquisition concepts such as SBA financing CIM LOI SDE and valuation

Nice to have

  • ETA familiarity
  • High-ticket closing background
  • Webinar funnel experience
  • Hungry mindset
  • Business obsessed
  • Network in acquisition world

Day to day

  • Guide webinar and inbound prospects through consultative conversations that build confidence and convert interest into signed clients.
  • Develop the sales playbook in partnership with the Founder by testing approaches refining objection handling and shaping call frameworks in real time.
  • Grow and manage the concierge pipeline through inbound leads website content outbound outreach and long-term follow-up while maintaining meticulous CRM discipline.
  • Work across Marketing Operations and the Founder to improve lead quality messaging and client handoff as the sales motion evolves.

Hiring process

  • Apply and be considered for qualification
  • Interview process with the Founder and team
  • 90-day performance review with keep/cut criteria
  • Path to permanent role for strong performers