Sales Account Executive (Kirkland -Hybrid)

About the role

Formations is a tech-forward startup based in Seattle (Kirkland, WA) on a mission to empower self-employed professionals through every stage of their journey. Our AI-powered platform transforms how independent professionals manage their finances — from entity formation and structure, to accounting, to tax management — helping thousands of customers save an average of $14,801 per year. We combine cutting-edge technology with expert financial guidance so our clients can focus on growing their businesses while we handle the complexities of financial management and optimization. We're seeking a Sales Executive to join our dynamic team and bring these transformative solutions to more independent professionals across the United States. This role is based in our Seattle area office with a flexible-hybrid approach.

Responsibilities

• Prospect and qualify new sales opportunities
• Conduct a high volume of outbound calls and emails to prospective clients
• Present products and services to individuals and groups via online meeting tools
• Utilize CRM systems to manage sales pipeline
• Close opportunities and execute on contracts
• Build rapport with customers through friendly, engaging communication
• Meet and exceed established weekly and monthly sales goals
• Help refine our go-to-market plans through constant feedback to the team
• Collaborate with sales team to assist in evolving our repeatable sales playbook

Qualifications

• Bachelor's degree in Business, Marketing, Communication, or related field
• 2+ years of sales experience (full cycle sales preferred)
• Background in selling to a self-employed industry (real estate agents, insurance agents, freelancers, etc.) is a plus
• FinTech background is a plus
• Strong verbal and written communication skills
• Excellent interpersonal skills
• Highly self-motivated and target driven
• Flexible attitude

Pay

$100,000–$150,000 OTE (Base + Uncapped Commission)

Benefits

• Up to 100% of employee premiums paid for medical, dental, and vision plans
• Generous parental leave
• Life insurance
• 401(k) plan with employer matching: 100% of employee contributions up to 4% of annual base salary, immediate vesting for matched contributions
• Equity grant for every new hire (vested over standard 4-year schedule)
• Paid volunteer time: up to 16 hours per year
• Flexible paid time away from work
• Positive, collaborative culture with opportunity to influence the shape of the company

Schedule & Location

Full-time, based in the Seattle area (Kirkland, WA) office with a flexible-hybrid work model.