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Account Executive

Puzzle is redefining how companies navigate and leverage their financials. Our cutting-edge accounting software seamlessly integrates with modern fintech tools, offering founders and finance teams a real-time and comprehensive view of their financial landscape. We are on a mission to empower entrepreneurs with the insights and tools they need to make informed financial decisions and drive the success of their ventures.

What We Are 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 cycle—from prospecting, to qualification, to close—ensuring 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.

Qualifications:

  • 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 (Preferred): Familiarity with accounting 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.

Average salary estimate

$72500 / YEARLY (est.)
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$60000K
$85000K

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What You Should Know About Account Executive, Puzzle.io

At Puzzle, we're not just any accounting software company; we're revolutionizing the way businesses engage with their financial stats. As an Account Executive at Puzzle, you'll play a crucial role in propelling our mission forward. Located in San Francisco but open to remote candidates across the U.S. and Canada, you'll be part of an innovative team that empowers startups and small businesses with cutting-edge solutions to streamline their accounting processes. In this role, you'll own the entire sales cycle, from prospecting to closing, making sure our potential clients experience a seamless transition from leads to satisfied customers. Your ability to connect with founders and finance teams, understanding their pain points, will be pivotal. By leveraging your previous experience in SaaS sales, particularly in fintech, you'll manage a high-volume sales pipeline and work closely with cross-functional teams, including Product and Customer Success, to ensure alignment on strategies that drive revenue growth. If you thrive in a dynamic environment and love data-driven results, this position is your chance to make a meaningful impact while enjoying a competitive base salary, excellent benefits, and a remote-first work approach. Come join us and help redefine financial navigation for businesses everywhere!

Frequently Asked Questions (FAQs) for Account Executive Role at Puzzle.io
What are the main responsibilities of an Account Executive at Puzzle?

As an Account Executive at Puzzle, your main responsibilities include managing a high-velocity sales funnel, taking ownership of the complete sales cycle from prospecting to closing, and ensuring an exceptional customer onboarding experience. You’ll also work closely with internal teams to align on strategies that drive revenue growth. Your focus will be on engaging startup founders and helping them navigate financial challenges with our innovative software.

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What qualifications are needed to become an Account Executive at Puzzle?

To qualify for the Account Executive position at Puzzle, you need at least 2 years of experience in SaaS sales, ideally within fintech or accounting. You must demonstrate a proven track record of exceeding sales quotas in high-velocity environments. Familiarity with CRM tools like Salesforce or Hubspot and basic accounting knowledge will be beneficial to excel in the role.

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How does the sales process work for an Account Executive at Puzzle?

The sales process for an Account Executive at Puzzle involves managing a funnel filled with leads and trials, engaging with potential customers, and converting them into satisfied clients. You'll use data-driven strategies to analyze sales metrics, optimize your approach, and ensure smooth handoffs to the Customer Success team once a deal is closed.

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What are the main tools used by an Account Executive at Puzzle?

An Account Executive at Puzzle uses a variety of sales tools, including CRM platforms like Salesforce or Hubspot to manage customer relationships and track metrics. Additionally, familiarity with sales technology platforms like Apollo or Outreach is crucial for executing efficient sales strategies and communication with potential customers.

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What kind of work environment can I expect as an Account Executive at Puzzle?

Puzzle offers a flexible, remote-first work environment, allowing you to work from anywhere in the U.S. or Canada. This supportive culture encourages personal and professional growth while enabling you to effectively collaborate with teammates through modern digital communication tools.

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Common Interview Questions for Account Executive
Can you describe your experience managing a sales pipeline as an Account Executive?

When answering this question, detail the tools you've used to manage your sales pipeline effectively. Discuss your strategies for prospecting, qualification, and how you maintain relationships with leads throughout the sales process to ensure they convert.

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What techniques do you use to engage and educate potential customers?

Illustrate your techniques for engaging potential customers, focusing on how you identify their pain points and communicate the benefits of the product to help them understand its value. Examples of past engagement success will strengthen your response.

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How do you handle objections from potential clients?

Discuss your approach to objection handling by highlighting your active listening skills and your ability to address concerns with appropriate solutions or evidence. Providing a specific example can showcase your effectiveness in managing objections.

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What metrics do you consider most important in evaluating your sales performance?

Mention key performance indicators (KPIs) that are relevant to an Account Executive role, such as quota attainment, conversion rates, and customer satisfaction scores. Explain how you leverage these metrics to refine your strategies.

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Describe a time when you exceeded your sales quota and what you learned from it?

Provide a specific example of exceeding your sales quota, focusing on the strategies you implemented and how you maintained motivation. Discuss what the experience taught you about sales processes and your own abilities.

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How do you collaborate with cross-functional teams in your sales role?

Share your experiences of working with teams like Customer Success, Marketing, and Product Development. Discuss how this collaboration enhances your sales strategies and the product’s alignment with customer needs.

Join Rise to see the full answer
What do you know about Puzzle and its role in the fintech field?

Demonstrate your knowledge of Puzzle's mission and its innovative approach to accounting software. Mention its impact on startups and how you see yourself contributing to its growth through the Account Executive role.

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How do you stay organized and manage your time effectively as an Account Executive?

Discuss the tools and methodologies you use to stay organized, such as CRM systems, calendars, and prioritization techniques. Emphasize the importance of time management in handling a high volume of leads.

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What do you find most challenging about working in sales, and how do you overcome these challenges?

Identify a common challenge in sales, such as rejection or maintaining motivation, and share the strategies you employ to address these challenges. This shows your resilience and ability to adapt.

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What are your long-term career goals and how does the Account Executive position at Puzzle fit into those goals?

Articulate your career aspirations and how this role aligns with your growth in the fintech and accounting sectors. Mention any skills you seek to develop and how you aim to contribute to Puzzle's success while achieving your professional goals.

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Puzzle is a whole new way for founders and finance teams to work. We are the new center of a modern financial stack, creating a scalable, API-based financial data hub with a built-in general ledger so... the next generation of leaders can build th...

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Full-time, remote
DATE POSTED
March 28, 2025

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