Account Executive (Fintech)

Do you thrive in a fast-paced environment where innovation meets results? Are you passionate about helping businesses reach their full potential?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze.

Who are you?

If you are a go-getting, quick learning, problem-solver with a love of selling products that customers need and providing excellent service to the customers you meet, come join our Fintech Account Team.

We are looking for an Account Executive (Fintech) who will be responsible for Workiz’s financial services (payment processing, expense cards, loans, and financing) for our current and new customers. This position will own the sales cycle of all current and future fintech products and will lead customers in the onboarding and expansion journey of Workiz's financial service products. You will be given a monthly sales quota and must be hungry to achieve and exceed these goals.

Responsibilities

• The Account Executive (Fintech) will be responsible for selling Workiz's embedded financial services products to the Workiz software customer base (both software prospects and existing customers).
• The Account Executive (Fintech) must be a product expert in Workiz’s growing suite of financial services offerings.
• The Account Executive (Fintech) will lead the consultative sales process to potential and existing customers, recommending and advising them on the Workiz Financial Services products that are best suited for them.
• The Account Executive (Fintech) will reach out via phone, email campaigns, and scheduled meetings to customers to manage a pipeline of potential fintech sales deals.
• You will lead the fintech pre-sales process end to end by demonstrating the products, explaining their value, negotiating prices, and closing the sale.
• You will be involved in some post sales activities including helping customers to onboard the Workiz financial services products, Optimize their configuration, and choose the relevant financial partners to integrate into their account.
• You will serve as a customer success escalation point to ensure maximum retention of fintech products across our customer base.
• The Account Executive (Fintech) will be a knowledge hub for other customer-facing teams (account execs, software on borders and success managers) to support the client relationship and meet their financial services needs.
• The Account Executive (Fintech) will provide customer feedback to the product teams on customer enhancement requests.

Why Join Workiz?

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You’ll Love Being a Workizer:

Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!

Perks

Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day.

Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups.

Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with our office book club, catered lunches and office happy hours.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.

REQUIREMENTS

Minimum Qualifications:

• 2+ years experience in a sales or account management with a proven experience exceeding goals
• Strong communication skills written/verbal; ability to establish rapport with customers at different levels, solely over email and via phone interactions
• Ability to multitask - manage a large number of customers
• Excellent creative problem-solving approach and strong analytical skills
• Strong work ethic, ability to adapt to rapidly changing environments

Bonus Points:

• Experience with Hubspot, SalesForce or other CRM software
• Sales experience in Financial Services products
• Experience working with SMBs

Compensation and Benefits

Market-level compensation based on experience $85K-93K On-Target Earnings.

• Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.

This is a hybrid role working Tues, Wed, and Thurs in office and Mon and Fri working remote. Open to candidates in the San Diego and Austin area. Salary range for this position is $80,000 - $93,000 DOE.