AccountAim is the agentic revenue platform for insurance. We help agencies, MGAs, and wholesale brokers replace the manual, spreadsheet-driven work of ingesting carrier statements, reconciling commissions, producing bordereaux, and figuring out which producers, carriers, and renewals actually drive the book. Customers include fast-growing MGAs and established commercial insurance agencies.
The role
You will be AccountAim's first dedicated Account Executive, reporting to CEO and co-founder Josh. Until now, the founders have closed every deal. Your job is to take that founder-led motion and turn it into a repeatable sales engine.
This is a full-cycle, closing role with real ownership. You will run discovery, demos, pilots, and negotiation with finance, operations, and accounting leaders at agencies, MGAs, and wholesalers. You will also shape the playbook, pricing conversations, and the hiring plan for the sales team that comes after you.
What you'll do
Own the full sales cycle from first call to signed contract, across retail agencies, MGAs, and wholesale brokers.
Run sharp discovery. Uncover the project, the pain, and the cost of inaction behind commission reconciliation, bordereaux, and reporting workflows.
Build your own pipeline alongside founder-led outbound, using Apollo, LinkedIn Sales Navigator, HubSpot, Instantly, and more.
Sell modularly. Land with one module, prove value, and expand into the broader suite with outcome-based pricing.
Work industry events such as regional meetings and insurance distribution conferences to source and advance deals.
Be the voice of the customer. Feed what you hear on calls directly to product and engineering, and help shape the roadmap.
Build the playbook. Refine talk tracks, battlecards, objection handling, and the sales process that future AEs and SDRs will run.
Forecast with discipline and keep HubSpot clean enough that the founders can trust the numbers.
Who you are
Must have
4+ years of closing experience in B2B SaaS, with a track record of hitting or beating quota
Experience selling to finance, accounting, or operations buyers (CFOs, controllers, directors of accounting, COOs)
Comfort running complex, multi-stakeholder deals with ACVs in the mid five figures and up
A discovery-first style: you ask hard questions, listen, and walk away from deals without real demand
Self-sufficiency in an early-stage environment with little process, few assets, and no one to hand things off to
Clear, concise writing for follow-ups, proposals, and internal deal notes
Nice to have
Insurance industry experience, especially with agencies, MGAs, wholesalers, or insurtech
Familiarity with commission accounting, agency management systems (Applied Epic, AMS360, Vertafore), or bordereaux
Experience as the first or second sales hire at a startup
Background selling data, analytics, or AI-driven workflow automation
Compensation & Location
OTE: $150,000 to $200,000, split 50/50 base and variable
Equity: meaningful founding-team equity
Benefits: health, dental, and vision coverage
Location: remote in the US, with travel to customers and industry events (roughly 20 to 30 percent)