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Flexi Software logoFlexi Software

Account Executive

Atlanta, Georgia, United States · On-site

Mid level

Description Flexi Software is seeking a driven and relationship focused Account Executive to own new business development within the insurance and financial services markets. This role is a hybrid working environment and…

Skills: B2B Software Sales, Pipeline Management, Salesforce CRM, MEDDPICC, Consultative Selling

Flexi Software logo

Account Executive

Flexi Software

Atlanta, Georgia, United States • On-site

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Mid level

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  • Full-time
  • Paid Holidays, Paid Time Off, 401(k) Plan, Health Insurance, Dental Insurance, Life Insurance
  • Posted 26d ago
  • ~40 hrs/week

Responsibilities

The Account Executive is responsible for owning new business development within the insurance and financial services markets. This includes managing the full sales cycle from prospecting and discovery to contract negotiation and closing.

Requirements

Requires 3+ years of full-cycle B2B software sales experience with a proven record of quota attainment. Experience selling to finance buyers (CFOs, Controllers) and familiarity with ERP or FinTech is strongly preferred.

Full job description

Description

Flexi Software is seeking a driven and relationship focused Account Executive to own new business development within the insurance and financial services markets. This role is a hybrid working environment and in-office time is 2-3 days per week. This is a high impact, high ownership role for a seller who thrives in complex, consultative deal cycles and wants to work at a company where winning deals actually matters.

You will carry a focused book of named accounts, manage a full sales cycle and work closely with solutions, marketing, and executive leadership to build a repeatable pipeline in a market Flexi is purpose built to serve.

  

About Flexi

Flexi Software has been a trusted provider of accounting solutions for over 30 years, offering cloud based and on-premise software tailored for organizations with complex accounting requirements. 

We serve insurance carriers, banks, credit unions, and financial services firms. Flexi is known for its depth of functionality, multi-entity architecture, and the kind of customer support that creates long term clients.

  

Roles and Responsibilities

  • Own a named territory where you will build and manage a pipeline of qualified opportunities from first contact through closed-won
  • Execute a disciplined, multi touch prospecting motion across cold outreach, referrals, industry events, and inbound lead follow-up
  • Lead discovery conversations with CFOs, Controllers, and finance operations leaders to uncover accounting pain, business fit, and competitive landscape
  • Partner with the solutions team to design and deliver compelling, customer-specific product demonstrations
  • Manage deal progression through a structured sales process (MEDDPICC or equivalent); maintain accurate and up-to-date Salesforce hygiene throughout
  • Drive contract and pricing negotiations through close, working with legal and leadership on MSAs and SOWs as needed
  • Collaborate with marketing on campaign feedback, content needs, and event strategy for the insurance vertical
  • Represent Flexi at industry conferences 
  • Provide accurate monthly and quarterly pipeline forecasting to sales leadership

Requirements

  

  • 3+ years of full-cycle B2B software sales experience, with a consistent record of quota attainment
  • Experience selling into finance or accounting buyers (CFO, Controller, VP Finance) required
  • Background in ERP, accounting software, or financial technology strongly preferred; insurance industry experience is a significant plus
  • Demonstrated ability to manage 3 to 6 month deal cycles with multiple stakeholders and technical evaluation components
  • Proficiency in Salesforce CRM; disciplined in pipeline management and forecasting
  • Strong discovery and qualification skills; comfortable holding the room in executive level conversations
  • Ability to self source pipeline through prospecting, networking, and referrals, not just inbound lead follow-up
  • Familiarity with MEDDPICC or a comparable structured sales methodology is a plus

  

Personal Characteristics

  • High ownership mentality: you treat your territory like a business and take personal accountability for results
  • Relentlessly curious about your buyers; you do the research, understand the pain, and come to every meeting prepared
  • Competitive and motivated by winning, but collaborative and low-ego with teammates and internal partners
  • Comfortable operating with ambiguity in a growing company where process is still being built, not handed to you
  • Organized and methodical: you know what is in your pipeline, where each deal stands, and what the next step is
  • Genuine interest in the insurance and financial services market; you want to become a subject matter expert, not just a quota carrier
  • Positive communicator who builds trust with buyers and internal stakeholders alike
  • Positive attitude and sense of humor; we work hard and like the people we work with

Flexi provides excellent benefits including paid holidays and paid time off, a 401(k) Plan with company participation, health and dental insurance, life and disability insurance, and a vision discount plan. 

Only candidates under consideration will be contacted. Any offer of employment will be contingent upon positive criminal background check. 

No phone calls, please. Principals Only. 

Drug-free workplace. M/F/V/H EEO

Related keywords

B2B SoftwareERPFinTechInsurance IndustryFinancial ServicesSalesforceMEDDPICCSOWMSAPipeline ForecastingConsultative SalesCloud-based SoftwareOn-premise SoftwareCFOController

About Flexi Software

LinkedInVisit site

Turn Complex Accounting Workflows into Seamless Automation.

Industry
Accounting
Company size
51-200 employees
Founded
1992
Headquarters
Shelton, CT
LinkedIn followers
802

Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical. With more than three decades of experience, Flexi’s cloud-based platform delivers enterprise-grade financial management that helps banks, credit unions, insurance companies, and other highly regulated organizations streamline accounting processes, ensure compliance, and gain real-time financial insights. From general ledger to accounts payable, workflow automation, and reporting, Flexi’s modular suite empowers finance teams to increase efficiency and reduce risk while adapting to the ever-changing demands of their industries. At its core, Flexi is committed to helping organizations simplify complex accounting environments. By providing flexible deployment options, seamless integrations, and robust security, Flexi ensures that finance leaders have the tools they need to close books faster, improve transparency, and support strategic decision-making. Trusted by Fortune 10 companies and financial institutions worldwide, Flexi continues to lead with innovation, customer-focused service, and a platform designed to scale with the needs of growing businesses.

Offices: 2 Trap Falls Rd., Shelton, CT 06484, US · 856 Third Avenue South, Naples, FL 34102, US

Financial & Accounting Software SolutionsGeneral LedgerAccounts PayableAccounts ReceivablePurchasingAsset ManagementFlexiWorkflowProcess ManagementMulti-EntityCloud Accounting
View all jobs at Flexi Software

About Flexi Software

LinkedInVisit site

Turn Complex Accounting Workflows into Seamless Automation.

Industry
Accounting
Company size
51-200 employees
Founded
1992
Headquarters
Shelton, CT
LinkedIn followers
802

Flexi is a trusted provider of accounting software built for industries where accuracy, compliance, and scalability are critical. With more than three decades of experience, Flexi’s cloud-based platform delivers enterprise-grade financial management that helps banks, credit unions, insurance companies, and other highly regulated organizations streamline accounting processes, ensure compliance, and gain real-time financial insights. From general ledger to accounts payable, workflow automation, and reporting, Flexi’s modular suite empowers finance teams to increase efficiency and reduce risk while adapting to the ever-changing demands of their industries. At its core, Flexi is committed to helping organizations simplify complex accounting environments. By providing flexible deployment options, seamless integrations, and robust security, Flexi ensures that finance leaders have the tools they need to close books faster, improve transparency, and support strategic decision-making. Trusted by Fortune 10 companies and financial institutions worldwide, Flexi continues to lead with innovation, customer-focused service, and a platform designed to scale with the needs of growing businesses.

Offices: 2 Trap Falls Rd., Shelton, CT 06484, US · 856 Third Avenue South, Naples, FL 34102, US

Financial & Accounting Software SolutionsGeneral LedgerAccounts PayableAccounts ReceivablePurchasingAsset ManagementFlexiWorkflowProcess ManagementMulti-EntityCloud Accounting
View all jobs at Flexi Software

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