Sales Account Executive (Full-Cycle)

Position Type: Full Time

Location: Philippines (Remote)

Schedule: Monday-Friday, 9:00 AM - 5:00 PM EST (includes 1-hour break)

About the Company

Our client is a pioneering financial technology company dedicated to empowering groups with a comprehensive platform that simplifies collecting, spending, and managing money online. With innovative features such as group banking, seamless officer handovers, efficient expense management, secure payment and donation collection, and effective fundraising tools, they deliver all the resources needed for confident and streamlined financial management. By eliminating the need to juggle multiple platforms, they enhance control, efficiency, and securityensuring every group can focus on what truly matters.

About the Role

We are seeking a highly driven Full-Cycle Account Executive who can independently manage the entire revenue processfrom lead generation and outreach through product demos, closing deals, onboarding new customers, and ensuring long-term success. This role is ideal for a consultative seller who thrives on owning relationships end-to-end and delivering measurable impact.

Responsibilities:

Lead Generation & Prospecting

• Identify and research target accounts through outbound channels (email, LinkedIn, calls, events).
• Build and manage a personal pipeline of qualified leads.
• Craft personalized outreach sequences to generate interest and meetings.
• Collaborate with marketing on messaging, ICP refinement, and lead evaluation.

Discovery & Product Demonstrations

• Conduct deep discovery calls to understand customer pain points, goals, and workflows.
• Deliver high-quality product demos tailored to each prospect's needs and industry.
• Position the product's value prop clearly and competitively.
• Guide prospects through evaluation, security reviews, and procurement processes.

Deal Management & Closing

• Own the full sales cycle from first touch to signature.
• Build strong champion relationships and manage all stakeholders.
• Prepare proposals, negotiate terms, and remove deal blockers to accelerate timelines.
• Maintain accurate forecasting and CRM data.

Onboarding & Implementation

• Transition closed deals into successful live accounts with a smooth onboarding process.
• Train new customers on best practices, workflows, and product functionality.
• Coordinate with product, support, and engineering teams to ensure an optimal implementation.
• Set customers up with goals, success metrics, and timelines.

Customer Success & Account Growth

• Serve as the long-term point of contact for customer relationships.
• Monitor account health, adoption, and engagement.
• Proactively identify upsell, cross-sell, and renewal opportunities.
• Address issues, gather feedback, and advocate for customer needs internally.
• Help build case studies, references, and testimonials.

Competencies and Qualifications

• 2-7 years of full-cycle sales experience (SaaS preferred).
• Proven track record of meeting or exceeding quotas.
• Strong presentation and demo skills.
• Excellent communication, negotiation, and relationship-building abilities.
• Highly organized with strong pipeline management and forecasting discipline.
• Able to thrive in a fast-paced, high-ownership environment.
• Experience with CRM tools (e.g., HubSpot, Salesforce).

Application Process

We understand that searching for a new job can be challenging, and we're here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we'll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.

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