Account Executive

Puzzle Financial Account Executive

Puzzle is redefining how companies navigate their financials. We've built cutting-edge accounting software that empowers accountants and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real-time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI-powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs, Puzzle takes just minutes to set up. We're on a mission to give businesses the tools they need to make informed financial decisions and drive success.

What We're Looking For

In order to help us accomplish this, we are seeking a talented, high-performing Account Executive to join our growing sales team. In this role, you will drive a high-volume, efficient sales process that keeps our pipeline moving and customer satisfaction high.

This is your opportunity to join a well-funded startup led by an accomplished fintech founder. Join us remotely from anywhere in the US or Canada as we embark on this exciting journey

What You'll Do

• Sales Execution: Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.

• End-to-End Sales Ownership: Manage the full sales cyclefrom prospecting, to qualification, to closeensuring a seamless customer journey and handoff to Customer Success.

• Customer Engagement and Education: Understand customer pain points and communicate Puzzle.io's value, particularly to startup founders and small businesses with limited accounting expertise.

• Data-Driven Sales Management: Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.

• Cross-Functional Collaboration: Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

Who You Are

• Overall Experience: 2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota.

• Startup Experience: Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.

• Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.

• Process and Results-Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.

• Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.

• Basic Accounting and Startup Knowledge (Strongly Preferred): Familiarity with accounting/bookkeeping basics and an understanding of the unique challenges faced by startups and small businesses.

• Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

What's in it for you? Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in a flexible, remote-first environment. You'll have the opportunity to make a significant impact, work with innovative founders, and develop valuable expertise at the intersection of modern accounting and fintech.

Here is a preview of some of the amazing benefits here at Puzzle:

• Competitive base pay and commission structure

• 100% paid employee health, dental, and vision plans (U.S. & Canada vary)

• 10 observed holidays and a flexible PTO policy so you can recharge

• $1000 home office budget to get you set up for success

• $2400 co-working budget for face time with your colleagues

• $600 learning and development budget

• 401K so you can save for your future

• And much more

Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.

Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program.