Note: The job is a remote job and is open to candidates in USA. OptimaFI helps community financial institutions grow profitably through data assets, expert consulting, and cloud software. The Account Executive will accelerate software revenue by creating pipeline, owning a remote territory, developing new and existing institution relationships, leading complex sales, and closing business across the portfolio.
Responsibilities
- Create the pipeline. Prospect through account research, direct outreach, relationships, referrals, events, and the existing client base. Be able to show what you personally created
- Own the territory. Build software revenue across both net-new institutions and current OptimaFI clients. Know where the best opportunities are and why
- Run strong discovery. Understand the institution's stated needs, connect it to the right solution, and know when to bring in a technical specialist
- Move the deal. Set clear next steps, maintain momentum, navigate objections and procurement, and carry qualified opportunities through close
- Keep the forecast real. Maintain accurate stages, buyer contacts, timing, next steps, and close dates in Salesforce. Requalify or close what is not moving
- Open doors for services. Identify qualified service needs and hand them to the right Services seller with the buyer need, context, and next step intact
- Help us learn. Record why opportunities advanced, stalled, were won, or were lost. Patterns should improve how we sell, demo, position, and build
Skills
- You've carried a real software sales number. You can walk us through quota, attainment, average deal size, sales cycle, and what you personally sourced
- You're a hunter. You have created meaningful pipeline without relying primarily on SDRs, BDRs, or Marketing to hand you opportunities
- You've done both. New-logo selling and expansion inside existing accounts. This is not an account-management-only seat
- You can own a complex sale. You lead discovery and the buyer relationship, use specialists for depth, and do not disappear when the conversation gets technical
- You can learn a portfolio. You are comfortable selling more than one product and translating technical or financial concepts into a clear business conversation
- You've sold into a market where trust matters. You understand that disciplined, relevant outreach beats noise
- Financial institution experience. Community banking, credit unions, fintech, financial software, payments, credit risk, finance, or another regulated B2B environment will help you ramp faster
- Experience in change. You have sold in a startup, scale-up, PE-backed, or evolving company where the process and support structure were not fully built for you
Benefits
- Medical, dental, and vision coverage
- Flexible PTO
- A 401(k) match
- A work-from-home stipend
- Commission-based compensation
- A remote environment
- Access to Solutions Consulting / Sales Engineering, Product, and banking SMEs
Company Overview