Account Executive - Direct Sales

Remote, USA
Full Time
Finance & Legal
Posted on: October 29, 2022


Finexio is simplifying the way businesses make and receive business payments by integrating electronic payments and cash flow improvement solutions directly into customers’ business process software.

Our vision is a world in which finance leaders only have to decide “what” to pay- Finexio’s software seamlessly handles the “how” and the “when”. Since relocating to Orlando from Silicon Valley in 2017, Finexio has attracted $30m in new investment.

Finexio simplifies accounts payable payments by eliminating all friction in payment delivery and supplier payment acceptance. Finexio’s comprehensive accounts payable “payments as a service” solution leverages proprietary analytics and robotic process automation to drive maximum conversion rates of suppliers to electronic payments. Finexio’s intelligent business-to-business payment network identifies, delivers and supports a variety of outbound payment methods, generating revenue and cost savings for accounts payable departments while offering complete transparency and control of the payment process.


The Role

You will be responsible for calling on CFOs of companies between $100m to $5b in revenue to generate and qualify new business from source inception to close. You will use our consultative sales process to effectively help customers through their buyers journey to close direct sales. This is a HUNTER role requiring strong dedication, internal drive, and thick skin. You must have prior phone sales prospecting and closing experience and the desire to reach the next level. Great presentation skills are vital. Being able to communicate with CFOs and build working relationships for Finexio is the primary objective. Expectations for success in this role include attending 2 new CFO meetings and 2 follow up meetings each week. This will help build the foundation and metrics to driving continuous sales.


  • Expected to take a more consultative approach to apply a professional sales process to close deals.
  • Generate new sales opportunities by prospecting through various methods including phone calls, emails, and other tactics
  • Meet or exceed daily and weekly quotas for dials (25 daily), conversations, & sales accepted leads
  • Meet or exceed monthly and quarterly quotas for new customer contract signings
  • Manage the entire sales process from sourcing to close starting with initial contact, lead nurturing and lead qualification, needs assessment, running demos, developing proposals, and closing new business
  • Respond quickly to inbound sales leads that come from referrals, partnerships, website, email marketing campaigns, LinkedIn, and online trade shows to qualify the lead and set introductory sales appointments
  • Maintain accurate records of all sales activities including sales calls, presentations, and follow-up activities within Salesforce
  • Capture important prospect data through probing questions and document in Salesforce
  • Nurture cooperative relationships with Sales, Product, and Marketing teams
  • Generate high quality leads that result in a high percentage of conversion to Closed / Won Revenue.
  • Effectively coordinate and prioritize daily activities
  • Overcome high level objections and qualify leads appropriately


  • Bachelor’s degree
  • 3+ years of B2B payments consultative sales experience required.
  • Must have a clear understanding of how to convey value with ePayments.
  • Ability to present him/herself professionally through exceptional written and verbal communication skills
  • Demonstrated cold calling sales ability, with assertive, positive, and persistent style
  • Must be proactive, ambitious, curious, motivated, enthusiastic, energetic, conscientious, and honest
  • Outstanding problem solving and time management skills
  • Knowledge or experience with software sales or financial services sales preferred
  • Proficient with Microsoft Office suite
  • Prior experience with Salesforce strongly preferred
  • Prior experience with HubSpot preferred
  • Limited travel is required (client specific).


Working at Finexio:

  • Culture that emphasizes the following key differentiators.
  • Dynamic, rapidly expanding market for our products and services.
  • Clients first
  • Humble
  • Collaborative
  • Data based decision making
  • An organization that is built for speed

What We Offer:

  • The chance to work in a fast-paced environment with payment industry leaders
  • Competitive salary and stock options.
  • 70% paid medical, dental and vision starting on your first day.
  • Flexible vacation policy – work with your manager to schedule time off.
  • Weekly company meetings – opportunity to interact with the Leadership Team to grow and learn.

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Account Executive - Direct Sales


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