About the role

  • Account Executive responsible for high-velocity sales and lead generation at Puzzle. Engaging with startup founders in the vibrant San Francisco ecosystem to generate qualified leads.

Responsibilities

  • Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
  • Manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.
  • Actively participate in and represent Puzzle at in-person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
  • Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
  • Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
  • 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.

Requirements

  • 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.
  • Location Requirement: Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in-person events, partner meetings, and networking activities on a regular basis.
  • Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.
  • Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
  • Comfortable representing the company at in-person events, building relationships face-to-face, and converting event connections into qualified pipeline.
  • Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
  • Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
  • Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.
  • Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

Benefits

  • Competitive base pay and commission structure
  • 100% paid employee health, dental, and vision plans (U.S. & Canada vary)
  • 10 observed holidays and a flexible PTO policy so you can recharge
  • $1000 home office budget to get you set up for success
  • $2400 co-working budget for face time with your colleagues
  • $600 learning and development budget
  • 401K so you can save for your future
  • And much more

Job title

Account Executive

Job type

Experience level

JuniorMid level

Salary

$75,000 - $150,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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