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Ascend · 3 hours ago

Account Executive- Mid Market

San Francisco, CA

Full-time

Onsite

Entry, Mid Level

$100K/yr - $250K/yr

2+ years exp

Ascend is transforming the global insurance industry by combining AI automation with embedded fintech. As an Account Executive, you will engage with C-level executives in insurance agencies and brokers, demonstrating how Ascend can revolutionize finance and accounting capabilities while building and advancing the sales pipeline for mid-market deals.

FinanceFinTechInsuranceInsurTechSoftware

Responsibilities

Develop a deep understanding of how Ascend delivers and adds value to our customers by meeting with all key business leaders to understand our business model, customers, approach, and opportunities

Learn the product and do a successful presentation, discovery and demonstration for our prospects

Work with the VP of Revenue to design a learning plan that will help you ramp on the sales process and learn best practices on pipeline management and forecasting

Build and implement a scalable sales process from prospecting/demand generation

Conduct in-depth discovery calls and demos to potential customers to understand their unique and specific pain points and produce compelling business cases to meet their needs

Establish strong relationships with senior executives at Medium-sized insurance brokerages and agencies

Drive the sales process and expand the customer base and generate new revenue

Leverage CRM data to construct, forecast, and manage sales activity and drive pipeline to meet revenue targets and company goals

Partner with Customer Success team members to ensure successful onboarding and implementation for new clients

Collaborate with Marketing to attend trade shows and conventions as needed and maintain LinkedIn presence, promoting marketing material and connecting with industry members

Provide feedback from the field to internal product teams and help shape future development

Work closely with the Leadership Team to provide input on the growth of the business and align revenue strategy with overall company objectives

Qualification

Full cycle salesSaaS sellingFinancial servicesPipeline managementCRM data analysisFlexibilityRelationship building

Required

2-3+ years of full cycle sales experience: Demonstrated success in selling products into SMB and mid-market businesses

Flexibility: You understand that at growth stage companies, things will evolve, and you may have to be flexible in your approach and in your expectations

Financial Services Background: Familiarity with financial services, especially in the context of insurance, is helpful