✨ About The Role
- The role involves generating leads through outbound prospecting and collaborating with the marketing team for personalized messaging.
- The Account Executive is expected to book and complete a minimum of 30 discovery calls each month.
- Demonstrating the product's ROI through client call recordings and quality frameworks is a key responsibility.
- The position requires negotiation of annual contracts and maintaining accurate records in the CRM.
- The Account Executive will also be involved in onboarding new clients and ensuring a smooth transition to the implementation team.
⚡ Requirements
- The ideal candidate will have a strong background in sales, particularly in the financial services sector.
- Experience with outbound prospecting and lead generation through platforms like LinkedIn and HubSpot is essential.
- A proven track record of booking and completing discovery calls, as well as closing deals, is crucial for success in this role.
- The candidate should possess excellent communication skills to effectively engage with key decision-makers.
- Familiarity with quality assurance processes and compliance in financial services will be beneficial.