Account Executive - SMB

As an Account Executive - SMB at COMPLY, you'll be responsible for managing the entire sales cycle from prospecting to closing deals. You will lead demos of our compliance software to prospective clients and maintain a reliable sales pipeline using tools such as Salesforce. Building strong relationships and creatively connecting our solutions to clients' challenges will be key to your success.

Applicants for the Account Executive - SMB role at COMPLY should have at least 2 years of sales experience in financial services, SaaS, or FinTech. A bachelor's degree in business, marketing, or a related field is preferred. Candidates should also demonstrate a proven track record of closing new business, strong organizational skills, and an understanding of compliance solutions.

COMPLY prides itself on an employee-centric culture that emphasizes collaboration and fun. We regularly host virtual team bonding events and happy hours, fostering a positive work environment. As an Account Executive - SMB, you will experience a supportive and dynamic culture where your ideas are encouraged and your growth is a priority.

The compensation range for the Account Executive - SMB position at COMPLY is between $50,000 to $55,000, plus commission based on your sales performance. In addition to competitive pay, you’ll benefit from comprehensive health coverage, unlimited PTO, work-from-home flexibility with a stipend, and discounts on pet insurance.

As an Account Executive - SMB at COMPLY, you'll utilize a standard SaaS seller's tech stack which includes Salesforce, Outreach, and Sales Navigator. Familiarity with these tools will be essential as you track sales activities, manage your pipeline, and forecast accurately to drive revenue opportunities.

When answering this question, provide specific examples that highlight your sales achievements in the SaaS space. Discuss how you approached lead generation, managed client relationships, and closed deals, focusing on measurable outcomes to demonstrate your impact.

Addressing this question, emphasize your resilience and ability to learn from rejection. Share a personal experience where you faced a setback but used it as a learning opportunity, showcasing your positive attitude and determination to succeed in sales.

Discuss your approach to understanding client needs, such as conducting thorough research before meetings. Highlight your methods for tailoring solutions to specific challenges, demonstrating your ability to listen actively and provide value-driven recommendations.

Share your strategies for relationship management, emphasizing routine check-ins and value-added communication. Provide examples of how you’ve leveraged existing client relationships for upsell opportunities while actively pursuing new leads without compromising the service to current clients.

Be prepared to discuss your proficiency with Salesforce, including how you've used it to track sales activities, manage your pipeline, and forecast revenue. Highlight specific metrics or achievements that resulted from using CRM tools effectively in your previous roles.

Describe a memorable sales pitch, detailing your preparation, the challenges faced, and the outcome. Explain how you tailored your approach based on knowledge of the client's industry and needs, showcasing your ability to engage and persuade decision-makers.

Discuss your organizational skills and the tools or techniques you use to keep track of multiple accounts. Mention any specific methods you implement for time management, prioritization, and maintaining effective follow-up processes with leads and clients.

Research COMPLY’s offerings before the interview, enabling you to discuss how products like ComplySci and RIA in a Box solve client challenges. Emphasize your understanding of the compliance landscape and how COMPLY’s solutions simplify regulatory processes for clients.

In your response, articulate intrinsic motivations such as desire for personal growth and achievement, as well as extrinsic factors like commission structure or recognition within the company. Share experiences where your motivation directly resulted in a successful outcome.

This is a great opportunity to discuss your commitment to professional development. Mention specific resources you follow, such as industry publications, webinars, and networking events that keep you informed about trends and changes in compliance regulations.