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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.
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Required skills

SalesBusiness DevelopmentCRMLead GenerationPresentation SkillsAccount Management

Domain expertise

fintech

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