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.
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
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.
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.
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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!
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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