Account Executive
full-time•San Francisco
About this role
About the role:
You’re an experienced sales professional with a consultative, value-based approach and are highly comfortable on video. Connecting with small business owners across industries comes naturally, and you genuinely enjoy building rapport and trust. You’ve also run high-velocity pipelines, often moving from first call to close in under seven days.
You have a strong ability to translate complex business and financial concepts into clear, accurate, and compelling conversations. Thriving in fast-paced sales cycles, you’re comfortable juggling multiple requests while staying focused on driving toward solutions for your prospects. No two calls are ever the same, and that’s exactly what you love.
What you'll do:
Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
Provide value and guidance to prospective members based on their unique business attributes and financial needs.
Own and manage a pipeline of both self-generated and pre-qualified leads through value-based, diligent follow-up. This includes calling, SMS, and email touchpoints.
Partner with Marketing and Enablement on outbound targeting and cold outreach.
Work collaboratively with Marketing and our Member Services Team on cross-functional projects to ensure the delivery of an exceptional member experience. (Setting client expectations, driving an amazing member experience)
Ambitiously develop and execute new ideas for outbound prospecting, pipeline management, and networking strategies.
Prepare and deliver weekly reports to explain business results (conversion, feedback, lead source, etc.).
What you'll bring:
2-3+ years experience at a FinTech company (or related SaaS experience), Client Acquisition, and Business Development Experience.
Consistent track record of overachieving sales quotas and targets. You’re really competitive and consistently need to be at the top of your team.
High EQ, passion for our mission, highly-engaged self-starter, proactive & independent learner
Empathic understanding of the challenges of being a small business owner.
Excellent verbal and written communication skills via phone, SMS, email, and video.
Exceptional organizational skills, data-centric approach, and attention to detail.
Proven ability to launch successful outreach or other prospecting campaigns.
What we offer:
Remote-Friendly Environment: Flexibility to work from home while staying connected to the team
Health & Wellness: $200 quarterly reimbursement to support your well-being
Time Off: Flexible PTO plus 14 company holidays
Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents
Parental Leave: 16 weeks fully paid
Retirement & Ownership: 401k plan plus an equity package
Team Connection: Quarterly virtual events and an annual in-person summit
Compensation Range: $80,000 + uncapped commission
#LI-Remote
What you'll do
- Conduct video discovery with prospective members to determine qualification and build relationships. Manage a pipeline of leads through diligent follow-up and collaborate with marketing and member services.
About Collective
Collective is the first all-in-one financial platform designed to give self-employed entrepreneurs the technology and team they need so they can focus on their passion, not their paperwork. Collective handles LLC and S Corp formation, payroll, taxes, monthly bookkeeping, compliance and more all in one place, exclusively for solopreneurs.
Ready to join Collective?
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Frequently Asked Questions
What does a Account Executive do at Collective?
As a Account Executive at Collective, you will: conduct video discovery with prospective members to determine qualification and build relationships. Manage a pipeline of leads through diligent follow-up and collaborate with marketing and member services..
Is the Account Executive position at Collective remote?
The Account Executive position at Collective is based in San Francisco, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Account Executive position at Collective?
You can apply for the Account Executive position at Collective directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.