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Account Executive (Fintech Sales)
Great GrayOther company
Las Vegas, United States$85K - $125KMid
Sales & Account Management
About the role
TL;DR
Drive revenue by leading discovery, managing deals to close, and partnering with internal teams.
- •Great Gray is looking to add an Account Executive to our RPAG team.
- •The Account Executive will own the full sales cycle, developing and qualifying pipeline through outbound and inbound channels while positioning RPAG’s advisor and partner network.
- •Key Responsibilities Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
- •Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
- •Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
- •Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.
- •Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
- •Requirements Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
- •Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
- •Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
- •Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
- •Knowledge of the retirement or financial services industry is a plus.
Required skills
SalesBusiness DevelopmentCRMLead GenerationPresentation SkillsAccount Management
Domain expertise
fintech