What We Are Looking For

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 Founding Account Executive. The goal is to build a high-volume, efficient sales process that keeps our pipeline moving and customer satisfaction high. In this role you’ll be instrumental in shaping our sales strategy and developing scalable methods to reach new customers.

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 the product-led growth sales funnel by efficiently managing a pipeline of leads and accounts through the funnel.

• End-to-End Sales Ownership: Define and manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.

• Develop and Test Sales Tactics: Experiment with new approaches and optimize messaging to create a repeatable, high-conversion process.

• Build a Sales Playbook: Develop and implement a comprehensive and repeatable sales playbook to standardize processes, improve efficiency, and drive revenue growth.

• 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 ambiguous, fast-paced environments, while working cross-functionally and taking on substantial ownership.

• Inside Sales Skills: Skilled in handling high volumes of communication 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.)

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.