Account Executive

About the role

We are seeking an experienced Account Executive to join our dynamic team. The ideal candidate will have 2-5 years of experience in SaaS, fintech, or consultative B2B sales, with a proven track record of managing a full sales cycle and closing deals. This role requires strong communication skills, the ability to simplify complex concepts, and experience with modern SaaS sales tools.

Responsibilities

• 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

Requirements

• Proven ability to manage a full sales cycle and close deals in a fast-paced environment
• Strong communication skills, with the ability to simplify complex concepts for diverse audiences
• Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
• Comfortable with outbound activity, including 200+ dials per month
• Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
• Data-driven, with disciplined CRM and pipeline management habits
• Collaborative team player with a strong sense of ownership and accountability
• Strong desire to win; scrappy, resourceful, and persistent in achieving goals

Qualifications

• Nice to have: Experience selling into financial services or working with financial products
• Additional requirements: Willingness to travel (~25–30%) for sales meetings, presentations, and events

Benefits

• Competitive salary and performance-based commissions based on volume production relative to annual targets
• Comprehensive medical, dental, vision, and life insurance benefits
• Generous vacation and holiday policy
• 401(k) and education on retirement planning

Pay

Salary and performance-based commissions based on volume production relative to annual targets

Schedule

Flexible work schedule to accommodate travel and client needs