Origin · 9 hours ago
Lead Account Executive & Sales Manager
United States
Full-time
Remote
Senior Level
6+ years expOrigin is a fast-paced startup reimagining wealth management to make it accessible and affordable. They are seeking a hands-on Lead Account Executive & Sales Manager to drive pipeline generation and deal execution while managing the SDR function and optimizing sales processes.
Financial Services
No H1B
Responsibilities
Drive pipeline generation strategy, ensuring SDRs source 20-30% of total pipeline
Own AE quota performance, ensuring deals progress through the pipeline efficiently
Optimize the end-to-end sales process, refining playbooks, qualification frameworks, and outbound execution
Diagnose pipeline gaps and implement corrective actions to increase conversion rates
Develop, implement, and refine Sales Playbooks and Account Plans to improve deal conversion
Optimize multi-threading, outreach sequences, and qualification strategies
Ensure alignment between SDR prospecting and AE deal execution
Manage a high-performing SDR team while ensuring seamless SDR-to-AE handoff
Provide structured coaching, call reviews, and real-time deal support
Own pipeline reporting, forecasting, and deal inspection to track performance
Establish conversion benchmarks from activity → SQOs → Closed Deals and refine as needed
Maintain Salesforce accuracy to provide full visibility into deal progress and next steps
Qualification
Required
3+ years of experience as an SDR (or equivalent in outbound sales, pipeline generation, or prospecting)
3-5 years of Enterprise AE experience, selling complex, multi-stakeholder deals in the 6-7 figure range
Proven success in multi-threading and prospecting into executive buyers (HR, Finance, Total Rewards, Procurement)
Strong track record in building, refining, and executing sales playbooks
Deep understanding of outbound prospecting, pipeline inspection, and deal conversion
Proven ability to coach SDRs and AEs to improve sales execution
Proficiency in Salesforce, sales engagement tools (Outreach, Salesloft, etc.), and data analysis
Preferred
Experience managing SDRs & AEs at a Series A/B startup or fast-scaling SaaS company
Familiarity with B2B fintech or financial services sales
Experience working cross-functionally with Marketing, Partnerships, and RevOps
Benefits
Generous base salary
Meaningful equity package
Retirement 401k for USA-based Originals
Healthcare
Wellness stipend
Mental wellness program
Unlimited access to financial planning
Life insurance for USA-based Originals
Unlimited DPTO
Remote-first culture
Flexible hours (Core hours: 9 AM to 5 PM local time)
Paid Parental Leave
Parenthood and fertility assistance
Monthly co-working membership reimbursement
English tutoring stipend for International Originals
Build your home-office one-time stipend
Pick your setup (Apple, Windows) and accessories
Company
Origin
Origin is your personal AI financial advisor.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Matt Watson
Founder | CEO
Justine J.
Executive Assistant To Chief Executive Officer
Recent News
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