REQUIREMENTS

• 5+ years experience in outbound full-cycle sales
• Experience with selling B2B SaaS product with a track record of exceeding quotas.
• Mastery of the full sales cycle, from lead generation to closing deals.
• Proficiency with financial terms and basic understanding of workflows for researching securities.
• Proactive, independent, and capable of moving projects forward by themselves.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively with cross-functional teams.
• Strong analytical and problem-solving skills.
• Ability to attend industry events and travel as required.
• A passion for investing and the ability to convey Koyfin’s value proposition effectively.

ABOUT THE ROLE

Reporting to the Head of Sales & Strategy, we are seeking a seasoned Account Executive with deep expertise in Warm Outbound GTM to join our growing team. This is a full-cycle role, where you’ll leverage our extensive base of existing users to build a strong pipeline, schedule meetings, and close high-value deals. The ideal candidate will have a proven track record in B2B SaaS sales, excelling in driving revenue growth through strategic outbound efforts.
A background or understanding of finance is strongly preferred, as it will enhance your ability to connect with and deliver value to our customers.

KEY RESPONSIBILITIES

• Manage the full sales cycle: Oversee prospect outreach, product demos, and customer relationship management. Focus on driving deals from sourcing to closure, specifically targeting SMB accounts with a deal size of $10k—$100k.
• Product Demos: Conduct compelling product demos (virtually) to showcase Koyfin’s value and functionality to prospective clients.
• Collaborate with Leadership: Work closely with senior leaders to evolve the sales playbook, establish an outbound sales process, and refine the ICP.
• Achieve Sales Targets: Meet or exceed revenue goals, contributing to the company’s growth and profitability.
• Represent Koyfin at Industry Events: Attend 3-4 conferences per year.
• Contribute to Product Development: Gather and communicate customer feedback to cross-functional teams, including product management and engineering, to provide insights and help define product requirements for improving Koyfin’s products and services.