Note: The job is a remote job and is open to candidates in USA. Financial Finesse is an independent provider of unbiased financial coaching as an employee benefit, helping employers improve employee financial wellness and achieve measurable ROI. The Sales Executive will support enterprise sales opportunities, manage early-stage pipeline activities, develop client and consultant relationships, and progressively take ownership of direct selling while strengthening sales processes and tools.
Responsibilities
- Learn and support the enterprise sales process by working alongside senior sellers on live deals involving enterprise buyers, benefits consultants, and committee-driven decision cycles
- Own early-stage pipeline work, including prospect research, lead generation, qualification, meeting preparation, RFP support, and follow-through that keeps opportunities advancing
- Take on direct selling responsibility quickly as capability is demonstrated, beginning with mid-size opportunities and expanding scope over time
- Build relationships across the HR, benefits, and consultant ecosystem and represent Financial Finesse at industry events
- Document sales playbooks, including call structures, positioning, objection handling, and deal stories that support future sellers
- Maintain accurate CRM and email list data and help improve how those tools are used across the sales process
- Support pipeline and forecast reviews with accurate information, thoughtful questions, and strong follow-through
Skills
- 5–8 years of B2B sales experience in business development, account management, consulting, or related client-facing roles, with demonstrated results
- Ability to create structure and maintain momentum in an evolving environment without waiting for detailed direction
- Strong relationship-building skills and sound judgment in navigating different stakeholders, including the confidence to ask direct questions when needed
- Comfort learning from experienced sellers, applying feedback, and adopting a proven sales approach
- Strong pipeline discipline, documentation habits, and working knowledge of CRM tools
- Practical experience using AI tools to improve day-to-day work, research, preparation, and execution
- A willingness to test approaches, learn quickly from results, and adjust. We tend to think in terms of “win or learn.”
- Experience selling services or other intangible offerings preferred; exposure to HR, benefits, retirement, or financial services is helpful
Benefits
- Remote position with periodic meetings at the El Segundo, CA headquarters and 10–20% travel to prospects, clients, and industry events.
- Performance-based bonus opportunities
- Participation in cash-based profit sharing and equity programs
- Employer-paid medical, dental, vision, and life insurance
- HSA and FSA options
- 401(k) match with immediate vesting
- Paid parental leave
- Generous PTO and paid sick days
- Education stipend
- Best-in-class financial wellness coaching resources for employees, friends, and family
Company Overview