Account Executive
Posted Updated
Description
- We’re looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms. This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value
- You will own the full sales cycle—from prospecting and onboarding to expansion—and act as a trusted partner to your customers (financial advisors, their teams, and policyholders), helping them leverage Inclined’s platform to better serve their clients
- Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets
- Drive new business acquisition while expanding and deepening existing accounts
- Lead a high-velocity, consultative sales process from initial outreach through onboarding and activation
- Conduct product demos, presentations, and group sessions to communicate platform value
- Build strong, long-term relationships with advisors and key stakeholders
- Act as a strategic advisor by understanding customer needs and aligning them with Inclined’s solutions
- Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions
- Identify opportunities to scale adoption within organizations through multi-threading and stakeholder engagement
- Maintain accurate pipeline and activity tracking within CRM systems
- Stay current on product updates and effectively communicate new features and best practices
- Highly self-motivated, organized, and able to manage multiple priorities
- Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
- Data-driven, with disciplined CRM and pipeline management habits
- Comfortable with outbound activity, including 200+ dials per month
- Strong communication skills, with the ability to simplify complex concepts for diverse audiences
- Proven ability to manage a full sales cycle and close deals in a fast-paced environment
- Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
- Collaborative team player with a strong sense of ownership and accountability
- 2–5+ years of experience in SaaS, fintech, or consultative B2B sales
- Strong desire to win; scrappy, resourceful, and persistent in achieving goals
- Experience selling into financial services or working with financial products