Account Executive, Sales (Charlotte, NC or Remote)

Job Description: Account Executive, Sales

This position is responsible for identifying and closing business by way of building relationships with prospective customers, which are the top financial institutions in North America. We are an early stage fintech company, with a marquee client. The successful candidate will build on this foundation and build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close business in converting those opportunities. This is a true greenfield opportunity; the clients want and need our proven solution. We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives. Responsibilities

  • Develop, strategize, negotiate and close business. Instill customer confidence and trust in the company, leading to long term business relationships.

  • Capitalize on FinTech industry knowledge and existing customer contacts to uncover future business opportunities.

  • Uncover needs and develop relationships with multiple stakeholders within the identified target accounts and customer segments.

  • Make sales calls – both cold and warm; generate qualified sales meetings with financial services c-level executives.

  • Understand customer priorities and positions the’ solutions to meet those needs.

  • Build account plans and strategies for each target account.

  • Effectively advise and influence customers through consultative selling and value selling techniques.

  • Apply presentation, consultative selling, and storytelling skills to deliver sales presentation at senior/executive levels.

  • Incorporate thorough understanding of FinTech industry trends and issues into sales presentations.

  • Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages.


  • 5 + years of successful solution sales experience, preferably software in a B2B environment.

  • Proven ability to orchestrate complex solution sales cycles in Fortune 50 companies.

  • Experience working in a start-up and/or small, fast-paced environments with little structure.

  • Demonstrated ability to understand sales barriers and overcome objections to close business.

  • Demonstrated success in being a “hunter,” with the ability to open doors and deliver on annual quota.

  • Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting.

  • Candidates should be located on the East Coast; being located in or near Charlotte, NC a plus.

  • Bachelor’s degree or commensurate experience required.

  • Financial services, fintech and/or technical industry experience strongly preferred.

  • Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal/external stakeholders.

  • Expert written and verbal communication skills.

  • Experience with SalesForce CRM a plus.

Physical Requirements & Working Conditions

  • Works in an office environment involving sitting most of the time at a desk in front of a computer. The worker is subject to close visual acuity to perform activities such as preparing and analyzing data and viewing a computer screen to read and enter data.

  • Travel Requirements – The position requires approximately 30 – 40% travel (post-COVID).

This is not necessarily an exhaustive list of all responsibilities, performance standards, measurements, skills or requirements associated with this job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require other or different tasks to be performed when circumstances change.

About is the fintech company behind the platform for DAF 2.0, which makes philanthropy as easy as online banking. The Amicus DAF 2.0 platform aligns the incentives of donors, financial institutions and philanthropic organizations for charitable giving at scale - for a more generous world. is on a mission to create a more generous world, developing fintech solutions that align the incentives of donors, financial institutions and philanthropic organizations for charitable giving at scale - to the benefit of all. We recently launched our platform for DAF 2.0, which makes philanthropy as easy as online banking. If you always wanted to use your skills to make a difference, and are excited about the possibilities of the $410B annual donations market, we are looking for you! has headquarters in Charlotte, North Carolina and offices in Vancouver, Canada and Tel Aviv, Israel.

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Charlotte, NC 28202

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