Account Executive at Practifi

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Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

0.0

Posted On

19 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Experience, Wealth Management, Financial Technology, B2B SaaS, Sales Quotas, Sales Cycle Management, Running Demos, Discovery Processes, CRM Skills, Relationship Building, Self-Starter, Curiosity, Collaboration, Consultative Selling, Transparency, Integrity

Industry

Financial Services

Description

Job Details Qualifications Account Executive - Where Your Impact Actually Matters About Practifi (The Real Story) Sure, we build financial technology solutions—but that's just what we do, not who we are. At Practifi, we build financial technology, but more importantly, we build a place where people enjoy working and genuinely care about each other. In a crowd of fintechs preaching culture, we actually live it—what you see in interviews is what you'll experience every day. You'll join a team that solves real problems for real people, together. The Opportunity (What This Role Really Means) We need someone who can be the face of Practifi—not just closing deals, but building genuine relationships with wealth management firms who need what we offer. This role exists because our product truly helps financial advisors succeed, and we need someone who can communicate that authentically while building their own territory from the ground up. This isn't a role where you'll be handed a warm pipeline and told to smile and dial. You'll prospect your own leads, nurture marketing-generated opportunities, and leverage partner relationships—all while collaborating with Product, Marketing, and Client Success to make sure we're actually solving the right problems. Because when sales, product, and customer success are aligned, everyone wins—especially our clients. Your Day-to-Day (The Honest Version) Here's what you'll actually be doing: The Core Work: Own your quota and territory: You'll independently manage your sales numbers, build and maintain your pipeline, and hit your targets. No hand-holding, but plenty of support when you need it. Generate and nurture leads: Mix of self-prospecting, marketing leads, and partner connections. You'll run demos, lead discovery calls, and move deals forward without waiting for someone to tell you what to do next. Close deals professionally: Consultative selling that actually helps clients, not pushy tactics. You'll represent Practifi in a way that makes us proud. Log everything accurately: Keep our CRM current and complete performance reporting weekly, monthly, and quarterly. Yes, this matters—data drives our decisions. The Reality Check: You'll be building your own pipeline, which means some days are prospecting-heavy Sales cycles in our space aren't instant—you'll need patience and persistence You'll navigate learning our product while also selling it (we'll help, but there's a curve) Some deals will fall through despite your best efforts—that's sales Our documentation is robust, but evolving; feedback is valued The Growth Part: Annual Learnbucks stipend for continued education Transparent, real promotion pathways—we grow from within Direct collaboration with Product and Marketing means your insights shape our strategy Mentorship opportunities with junior team members as we grow Space to innovate on our sales processes and contribute new ideas What We're Really Looking For The Must-Haves: 3-5 years of sales experience Experience in wealth management, financial technology, or B2B SaaS a plus Proven track record of meeting or exceeding sales quotas Experience managing a full sales cycle from prospecting to close Comfortable running demos and discovery processes independently Strong CRM skills to track your activity The More Important Stuff: Someone who can build genuine relationships, not just transactional ones Self-starter who doesn't need daily direction but knows when to ask for help Curiosity about our product, our market, and how financial advisors actually work Collaborative spirit—you'll be working across teams, not in a sales silo Comfort with transparency (we share pipeline metrics, discuss what's working, and learn from what isn't) Appreciation for consultative selling that prioritizes client fit over quick closes What Taking This Leap Gets You The Practical Stuff: Competitive base salary plus commission structure (OKR-based performance measurement) 20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one) Comprehensive benefits package Annual Learnbucks for continued education Fully remote (US-based) The Cultural Stuff (The Real Reasons People Stay): Your Practibuddy: Someone dedicated to helping you succeed from day one Real Work-Life Integration: Not just a buzzword—we actually mean it with flexibility Bi-annual Summits: Chicago gatherings for connection, collaboration, and yes, celebration (trust falls optional) Genuine Connections: What you see on video calls is what you get in person Internal Celebrations: We celebrate big and small wins in Slack and IRL Cross-Team Collaboration: Your insights influence product development and marketing strategy Problem-Solving Encouragement: Generate new ideas for lead generation, discovery processes, external partnerships—we want your input Living Our Values Daily Growth: You'll develop sales expertise while mentoring others and contributing to process improvements Collaboration: Partner with Marketing on brand strategy, work with Client Success on smooth handoffs, give Product feedback from the field Transparency: Open discussions about what's working in your pipeline, honest quota conversations, shared learnings across the sales team Curiosity: Encouraged to experiment with prospecting techniques, ask questions about our competitive landscape, stay current on industry trends Integrity: Represent Practifi authentically, qualify deals honestly, and build relationships that last beyond the signature Ready to Join Our Community? This role reports to the Head of Sales and you'll be working closely with Marketing, Client Success, Onboarding, and Product teams. Start date is flexible, and yes, we're fully remote with those amazing in-person summits. One Last Thing: We're not just hiring an Account Executive—we're adding someone to our community. Someone whose sales approach reflects our values, whose client relationships will strengthen our reputation, and whose authentic self will fit right in with our perfectly imperfect team. Sound like your kind of place? Let's talk. Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Responsibilities

The Account Executive will independently manage their sales numbers, build and maintain their pipeline, and hit their targets. They will generate and nurture leads, run demos, and close deals while collaborating with various teams.