[Remote] Account Executive (AE)

Note: The job is a remote job and is open to candidates in USA. OptimaFI provides software and services to community financial institutions. The Account Executive accelerates software revenue by creating pipeline, growing existing client relationships, and closing business across the portfolio while owning a territory.

Responsibilities

• Prospect through account research, direct outreach, relationships, referrals, events, and the existing client base. Be able to show what you personally created
• Build software revenue across both net-new institutions and current OptimaFI clients. Know where the best opportunities are and why
• Understand the institution's stated needs, connect it to the right solution, and know when to bring in a technical specialist
• Set clear next steps, maintain momentum, navigate objections and procurement, and carry qualified opportunities through close
• Maintain accurate stages, buyer contacts, timing, next steps, and close dates in Salesforce. Requalify or close what is not moving
• Identify qualified service needs and hand them to the right Services seller with the buyer need, context, and next step intact
• Record why opportunities advanced, stalled, were won, or were lost. Patterns should improve how we sell, demo, position, and build

Skills

• You can walk us through quota, attainment, average deal size, sales cycle, and what you personally sourced
• You have created meaningful pipeline without relying primarily on SDRs, BDRs, or Marketing to hand you opportunities
• New-logo selling and expansion inside existing accounts
• You lead discovery and the buyer relationship, use specialists for depth, and do not disappear when the conversation gets technical
• You are comfortable selling more than one product and translating technical or financial concepts into a clear business conversation
• You understand that disciplined, relevant outreach beats noise
• Community banking, credit unions, fintech, financial software, payments, credit risk, finance, or another regulated B2B environment will help you ramp faster
• You have sold in a startup, scale-up, PE-backed, or evolving company where the process and support structure were not fully built for you

Benefits

• Medical, dental, and vision coverage
• Flexible PTO
• A 401(k) match
• A work-from-home stipend
• Commission-based compensation

Company Overview