Account Executive (Fintech)

What makes Workiz unique?

This is a special place with a unique combination of brilliance, spirit, and just all-around great people. Here, if you’re willing to do more, your career can take off. We are a leading SaaS company for the field service industry, one of the most recession-proof and lucrative industries today.

Workiz is located in the heart of San Diego in the convenient area of Kearny Mesa. Our open space offices can accommodate our 100+ employees and when we are not hard at work, you can find us relaxing with a cup of coffee or surfing the Pacific Beach breaks. Workiz understands that you have a life outside of the office, so we have a flexible work week that allows you to work 3 days from the office and two days from home, but you won't want to miss happy hour!

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.

Position Overview

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

• You will be responsible for selling Workiz's embedded financial services products to the Workiz software customer base (both software prospects and existing customers).
• You must be a product expert in Workiz’s growing suite of financial services offerings.
• You 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.
• You 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 assist customers to onboard the Workiz financial services products and its related software configuration capabilities.
• You will serve as a customer success escalation point to ensure maximum retention of fintech products across our customer base.
• You will be a knowledge hub for other customer facing teams (account execs, software onboarders, and success managers) to support the client relationship and meet their financial services needs.
• You will provide customer feedback to the product teams on customer enhancement requests.

Requirements

Ideally, we’re looking for:

• 2+ years experience in 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.

These would also be nice:

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

Why Join Workiz?

Hiring process with us: At Workiz, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative, and transparent.

Why You’ll Love Being a Worker

• You’ll actually love the product you work with and the people too:)
• Excellent benefits.
• Team players. Rockstars without the ego. Fast learners that work hard and get things done.
• There is no such thing as a bad idea.
• You can grow your career in any direction you choose.
• Diversity isn’t just a buzzword.
• We know how to have fun! Join our surf club, ping pong tournaments, and other spontaneous activities. Oh, and we throw some killer parties.
• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties.

Compensation

• Market-level compensation based on experience $90,000-$100,000 OTE.
• Workiz offers a competitive benefits package including employee stock ownership program, up to 70% company paid Medical, Dental, and Vision and 4.0% 401K match.