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Account Executive

As an Account Executive, you are responsible for driving new sales from leads for opportunities in the Private, Public, and Government sectors.  You will work closely with our customers to understand their business objectives and understand challenges they are trying to solve.  Account executives are responsible for building and maintaining business relationships to meet or exceed established sales goals, quotas, or objectives by working directly with groups in the assigned territory.  You will also be responsible for maintaining business relationships post-sales to capture referrals.  You will use your ability to manage multiple sales processes at the same time through various stages in the sales process, as well as document them. 


Reports to Manager, Sales


What you will be doing:
  • Partner with potential clients to understand the challenges they are trying to solve and present how FinQuery can solve those problems
  • Partner with Sales Engineers on FinQuery product demonstrations set by the Inbound Marketing, Business Development and Channel teams for prospects
  • Manage a robust sales pipeline and follow up with prospective customers to drive to the close
  • Forecast subscription and services revenue in weekly pipeline reviews with the sales manager
  • Develop a strategy specific to each account to win a prospect's business by understanding all the people and departments involved in the decision and purchasing process for review with the sales manager prior to execution
  • Document all calls, emails, and other relevant sales activity in Salesforce accurately and timely 
  • Accurately forecast, track, and report sales performance, including budgets, dates, and probability to close in Salesforce on a monthly and quarterly basis
  • Create pricing proposals, negotiate terms, and close new business opportunities
  • Effectively utilize resources to self source revenue equal to at least 15% of your assigned quota
  • Conduct all business in accordance with FinQuery policies and procedures
  • All other duties as assigned.


What experience and skills we need you to have:
  • 2 years’ experience working in an Account Executive role with a successful track record of exceeding quota
  • 2 years’ experience selling software and/or financial services into small and mid-sized businesses
  • Proficient in using Salesforce along with Google Business Suite and Microsoft Office
  • Ability to close complex sales cycles
  • Awareness and familiarity of B2B Sales Concepts and best practices
  • Demonstrated track record of achieving and exceeding sales targets
  • Proficient understanding of Accounting terminology and lease accounting guidelines
  • Ability to handle objections and negotiations with minimal supervisor assistance
  • Utilizes general discovery skills to discover the needs and challenges of potential clients


Benefits:
  • Flexible PTO (including 11 holidays and your birthday off) 
  • 401(k) plan with employer matching 
  • Great health benefits with multiple plan option 
  • Option to choose between in office, fully remote, or a hybrid work environment for all employees
  • Sabbatical program (4 weeks after 5 years of service)
  • Casual dress environment (when in office)
  • Catered lunches every Tuesday and Thursday
  • Signing stipend for a work-from-home setup
  • Free gym membership at our office
  • Annual employee development program stipend of $2,000 for each employee 
  • Parental Leave Benefits
  • Fertility/Adoption Assistance 
  • Annual tutoring stipend for your children
  • Mentorship program available immediately 
  • Regular team outings
  • Advancement opportunities based on results, not politics
  • Culture that emphasizes inclusiveness driven by our REDI Committee


$68,000 - $109,104 a year
The base pay range for this position is $68,000-$109,104, which represents between 40%-80% of total compensation.  The final base pay for this position will be determined in FinQuery’s sole discretion consistent with applicable law, and based on a variety of factors, including, but not limited to, the applicant’s skills, qualifications for the role, job-related knowledge, work experience, and FinQuery’s business and other operational considerations.  

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.


FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.

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CEO of FinQuery
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George Azih
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Average salary estimate

$88552 / YEARLY (est.)
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$68000K
$109104K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Executive, FinQuery

As an Account Executive at FinQuery, you will embark on an exciting journey of driving new sales opportunities across the Private, Public, and Government sectors. Imagine engaging closely with clients to truly understand their business objectives and the unique challenges they face. That's where your expertise comes into play! You will build and nurture business relationships, working tirelessly to meet and exceed sales goals while managing multiple sales processes seamlessly. Your role will involve collaborating with Sales Engineers to demonstrate how FinQuery’s innovative software can solve complex challenges, ensuring you effectively engage potential clients. With a substantial sales pipeline to manage, you'll follow up diligently with prospects and forecast subscription and service revenue during pipeline reviews. This isn’t just a job—it's about developing tailored strategies for each account to secure business by comprehending every aspect of the purchasing process. You will thrive in documenting interactions in Salesforce and preparing pricing proposals that meet client needs. Additionally, you'll gain valuable experience working within a supportive team that fosters your personal and professional growth. Imagine enjoying the perks of flexible PTO, a robust 401(k) plan, great health benefits, and a culture of inclusiveness! If you're a passionate sales professional eager to take your skills to the next level, FinQuery is waiting for you to join our mission of revolutionizing accounting automation and contract management!

Frequently Asked Questions (FAQs) for Account Executive Role at FinQuery
What responsibilities does the Account Executive at FinQuery have?

The Account Executive at FinQuery is responsible for driving new sales, understanding client challenges, managing a sales pipeline, conducting product demonstrations, and maintaining relationships post-sales. This role also involves accurately documenting sales activities in Salesforce and collaborating closely with teams to achieve targets.

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What qualifications are needed for the Account Executive position at FinQuery?

To qualify for the Account Executive role at FinQuery, candidates should have at least 2 years of experience in a sales role with a proven record of exceeding sales quotas. Proficiency in Salesforce and a solid understanding of B2B sales concepts are also required, along with experience in selling software or financial services.

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What is the salary range for the Account Executive role at FinQuery?

The base pay range for an Account Executive at FinQuery is between $68,000 and $109,104 per year. This range is based on multiple factors including skills, experience, and qualifications, representing 40% to 80% of total compensation.

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Can you describe the company culture at FinQuery for Account Executives?

FinQuery fosters a culture of inclusiveness and support, emphasizing professional growth and collaboration. Employees enjoy benefits like flexible PTO options, mentorship programs, and regular team outings, all while working towards redefining accounting automation.

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What opportunities are there for advancement as an Account Executive at FinQuery?

Account Executives at FinQuery can expect advancement opportunities based on performance and results, rather than office politics. The company values the contributions of its employees and supports their career development.

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Common Interview Questions for Account Executive
How do you manage your sales pipeline as an Account Executive?

Managing a sales pipeline entails diligent tracking of prospects at various stages of the sales cycle. Discuss your methodology for prioritizing leads, maintaining communication, and utilizing tools like Salesforce to log updates and ensure timely follow-ups.

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Can you give an example of how you've exceeded sales targets in the past?

When discussing your previous achievements, focus on specific strategies you implemented that not only helped meet but exceed your targets. Quantify your success with numbers, like percentage increases, and elaborate on the methods used to engage clients effectively.

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How do you identify client needs during the sales process?

Demonstrate your discovery skills by describing how you use open-ended questions, active listening, and empathy to uncover client challenges. Give an example that illustrates your ability to probe deeper and tailor your pitch accordingly.

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What strategies do you use for closing complex sales cycles?

Highlight your approach to understanding the key stakeholders involved in a decision-making process. Discuss techniques that help guide these stakeholders towards a favorable conclusion, such as building rapport, providing tailored solutions, and addressing objections.

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How do you stay motivated during challenging sales periods?

Explain how you utilize self-motivation strategies, such as setting small achievable goals, seeking mentorship for constructive feedback, and maintaining a positive outlook. Share how these techniques have helped you push through challenging situations.

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Describe your experience with Salesforce and its importance in your role.

Discuss your proficiency with Salesforce, emphasizing its role in tracking sales activities, managing leads, and forecasting sales performance. Mention specific features you find beneficial, such as reporting tools or dashboards that streamline your workflow.

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What is your approach to building and maintaining client relationships?

Talk about the importance of communication, follow-ups, and providing value beyond the initial sale. Share techniques you use to maintain relationships, such as regular check-ins, offering insights, and personal touches that keep the partnership strong.

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How do you negotiate terms with clients?

Explain your negotiation style, focusing on the importance of empathy and understanding client priorities. Discuss how you prepare for negotiations, including gathering data to support your proposals and remaining flexible to find win-win outcomes.

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What role does teamwork play in the Account Executive position?

Emphasize that collaboration with teams such as Sales Engineers is crucial for success. Talk about specific instances where teamwork contributed to a successful sales outcome and how you leverage the strengths of your colleagues.

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What do you know about FinQuery’s products, and how can they benefit clients?

Being knowledgeable about FinQuery’s products is key. Discuss how FinQuery’s innovative accounting automation solutions offer visibility and control over financial contracts, reducing risks and enhancing efficiency for clients across various sectors.

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FinQuery, formerly LeaseQuery, is on a mission to make lives easier by simplifying the complex with technology. We empower organizations by delivering the most user-friendly and proven solutions to help companies reduce costs, minimize risk, and i...

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Full-time, remote
DATE POSTED
January 10, 2025

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