Account Executive - Financial Services
Core
Transform small business clients into holders of a Pennylane Pro Account, driving revenue growth for the company.
Role type
Account Executive (Financial Services)
Builds
Pro Accounts for small businesses
Domain
Fintech / Banking
Required skills
Lead identification, cold calling, needs analysis, objection handling, CRM management, cross-functional collaboration, process improvement
Preferred skills
Banking industry knowledge, high-volume lead management, financial product explanation
Responsibilities
Identify priority clients, contact business leaders, understand banking situations, explain value proposition, handle objections, onboard clients, track status, document actions in Salesforce, collaborate with internal teams, improve playbooks and processes