Mortgage Retail Sales Consultant at Wells Fargo soliciting residential mortgages and building relationships with various stakeholders. Ensuring compliance and excellent customer service in mortgage products.
About the role
- Founding Account Executive responsible for selling a new B2B SaaS platform designed for finance teams. Collaborate with leadership and adapt strategies in a fast-paced environment.
Responsibilities
- Own and close mid-market opportunities with typical deal sizes in the $25K–$50K ACV range
- Run full sales cycles from qualified meeting through close (SDR-sourced pipeline)
- Engage finance and accounting stakeholders with clear, value-driven messaging
- Help develop and refine sales playbooks, positioning, and objections handling
- Collaborate closely with solution engineering and customer teams during handoff
- Participate in conferences, customer events, and field marketing initiatives as needed
- Provide feedback to leadership and product teams based on market and customer insights
Requirements
- 4+ years of experience participating in B2B sales cycles
- Typically includes experience as an Account Executive and/or Sales Development Representative
- Prior experience in an early-stage or zero-to-one startup environment
- Comfort selling mid-market SaaS products in a fast-changing, ambiguous setting
- Strong sales fundamentals with the ability to run deals independently
- Experience selling to finance, accounting, or operations teams is a plus but not required
- Ability to work Eastern Time hours; New York–based candidates strongly preferred
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