Account Executive (Fintech)

Fintech Account Executive

Do you thrive in a fast-paced environment where innovation meets results? Are you passionate about helping businesses reach their full potential?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication all in one place.

We're looking for talented individuals who are excited to join our mission of making field service a breeze.

If you are a go-getting, quick learning, problem-solver with a love of selling products that customers genuinely need and providing excellent service to the customers you meet, come join our Fintech Team.

We are looking for a highly motivated Fintech Account Executive to drive sales of Workiz's financial services (payment processing, expense cards, loans, and financing) to both new and existing customers. You will own the full sales cycle, from initial contact to onboarding and expansion, and will be responsible for achieving and exceeding monthly sales quotas.

Responsibilities:

• Sell Workiz's embedded financial services products to our existing software customer base and new prospects.
• Become a product expert on Workiz's suite of financial services offerings.
• Lead consultative sales processes, recommending and advising customers on the best-suited Workiz Financial Services products.
• Manage a pipeline of potential fintech sales deals through phone calls, SMS campaigns, email campaigns, and scheduled meetings.
• Lead the entire pre-sales process, including product demonstrations, value proposition explanations, price negotiations, and closing the sale.
• Assist customers with onboarding Workiz financial services products and related software configurations.
• Continue to partner with the customer for the initial weeks of the post sales journey, serving as their fintech trusted advisor and product consultant to ensure that all purchased fintech features are adopted effectively and completely
• Serve as a customer success escalation point to maximize fintech product retention.
• Act as a knowledge hub for other customer-facing teams (AEs, Onboarding Specialists, and CSMs) to support client relationships and meet their financial service needs.
• Provide customer feedback to the product team regarding enhancement requests.
• Collaborate with Account Executives on pre-sale enrollments.

Requirements:

• 2+ years experience in a sales or account management with a proven experience exceeding goals
• Strong communication skills written/verbal; ability to establish rapport with customers at different levels, solely over email and via phone interactions
• Ability to multitask - manage a large number of customers
• Excellent creative problem-solving approach and strong analytical skills
• Strong work ethic, ability to adapt to rapidly changing environments

Bonus Points:

• A forward-thinking approach to AI, with a track record of integrating Generative AI into the daily sales cycle to increase lead prioritization and workload efficiency.
• Experience with Hubspot, SalesForce or other CRM software
• Sales experience in Financial Services products
• Experience working with SMBs

Compensation and Benefits:

• Market-level compensation based on experience $85,000 - $100,000 On-Target Earnings.
• Comprehensive benefits package featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.
• Sick Leave: 5 days per year
• Vacation Leave: 14 days per year plus 2 Floating Holidays to use each year

This is a hybrid role working Tues, Wed, and Thurs in our San Diego office and Mon and Fri working remotely. Open to candidates in the San Diego area.

Inclusivity Statement:

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

Why Join Workiz?

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You'll Love Being a Workizer:

Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!

Perks:

Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day.

Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups.

Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with regular happy hours, catered lunches and holiday parties!