Small, Medium and Growth Business - Account Executive - Denver
Salesforce · Sales & marketing tech
Based in Denver, CO (posting doesn't say if remote)
AE$55k–$104k baseLarge company149 insiders to talk to
Still open · posted yesterday
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Account Executive
FINNY · Sales & marketing tech
On-site in New York City; must live near New York City (Chelsea office)
Account Executive
Opens the job on FINNY's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Run discovery, demos and closes on high-velocity deals selling an AI client-acquisition platform to financial advisors and wealth management firms, working with BDRs.
Pay
Not listed
ATS lists '$120K' without a base/OTE label, plus commission and equity; unclear which
Where you work
On-site in New York City; must live near New York City (Chelsea office)
Selling to
financial advisors
Experience asked
3+ years
Tools you'll use
Attio, HubSpot, Outreach.io, LinkedIn Navigator
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at FINNYWe haven't found reps here yet. Search LinkedIn for "sales development FINNY".
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what FINNY sells.
- 3Have a 15-minute chatGood questions for this role:
- What was your path from SDR to where you are now?
- How did you land the job? What stood out in your interviews?
- The posting mentions Attio, HubSpot, Outreach.io, LinkedIn Navigator. How much of your day is in those tools?
- How is the team doing on quota? What separates the people who hit it?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the FINNY cheat sheet and the role-play guide.
Talk to someone at FINNY before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
About FINNY
FINNY is a growth platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help.
We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry.
We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services.
About the Team
FINNY, our Account Executives are true owners of the revenue engine, operating at the front lines of a massive shift in how financial advisors grow their businesses. As an AE, you’ll run the full sales cycle end-to-end — from initial discovery through close — partnering closely with advisors to understand their goals and show how FINNY can meaningfully impact their growth. We’re a lean, high-velocity team, which means you’ll have real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win.
What You’ll Do
Own the entire sales cycle: discovery, demo, proposal, and close.
Collaborate with BDRs to qualify and convert high-quality opportunities.
Deliver tailored product demos and articulate FINNY’s ROI to advisors and firm leaders.
Exceed monthly and quarterly revenue targets while maintaining precise CRM hygiene.
Partner with marketing and product to refine messaging and feedback from the field.
3–5 years of full-cycle B2B SaaS or fintech sales experience with a proven quota record.
Familiar with high-volume, high-velocity sales (25+ deals / month)
Excellent presentation and closing skills, especially with senior decision-makers.
Deep understanding of sales process management and forecasting.
Proficiency with sales tools (Attio, HubSpot, Outreach.io, LinkedIn Navigator).
Entrepreneurial, data-driven, and collaborative mindset.
What We’re Looking For
Experience selling to financial advisors, RIAs, or broker-dealers.
Familiarity with lead-gen or marketing automation products.
Startup or early-stage sales experience.
Compensation & Benefits
FINNY offers a competitive compensation package including:
Competitive salary, comission and equity
Medical, dental, and vision insurance
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