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.)
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