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Account Executive
Inclined Technologies · United States
About The Role
Join Inclined, a fast-growing SaaS company focused on the financial services industry. As an Account Executive, you will drive growth by building and scaling partnerships with financial professionals and advisory firms. You will own the full sales cycle, from prospecting to onboarding and expansion, and act as a trusted partner to your customers. You will also collaborate cross-functionally and maintain accurate pipeline and activity tracking within CRM systems.
- Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets.
- Drive new business acquisition while expanding and deepening existing accounts.
- Conduct product demos, presentations, and group sessions to communicate platform value.
- Collaborative team player with a strong sense of ownership and accountability
- Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
- 2–5+ years of experience in SaaS, fintech, or consultative B2B sales
- Proven ability to manage a full sales cycle and close deals in a fast-paced environment
- Highly self-motivated, organized, and able to manage multiple priorities
- Strong communication skills, with the ability to simplify complex concepts for diverse audiences
- Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
- Comfortable with outbound activity, including 200+ dials per month
- Data-driven, with disciplined CRM and pipeline management habits
- Experience selling into financial services or working with financial products
- Strong desire to win; scrappy, resourceful, and persistent in achieving goals
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