CareerPlan

Account Executive, SMB (Dallas)

Dallas, TXFull-time2026-10-29 → 2026-11-10

Core

Account Executive driving B2B sales for an AI-powered expense intelligence SaaS platform targeting small businesses (75-400 employees) to modernize financial operations.

Role type

Mid-level B2B SaaS Account Executive

Builds

SaaS platform for expense management and financial operations

Domain

Fintech / Expense Management

Deliverable

production ML models

Required skills

B2B sales, prospecting, solution demos, pipeline management, negotiation, territory planning, mentoring, financial acumen, tech stack proficiency, AI-enabled sales

Preferred skills

SaaS/fintech/cloud experience, generative AI tools experience

Technologies

Salesforce, Zoom

Responsibilities

Drive full sales lifecycle from prospecting to closing, build and manage pipeline via multi-channel prospecting, deliver product demonstrations to finance leaders, act as industry advisor on AP workflows, expand through strategic channels, execute territory business plans, champion market insights, mentor incoming sales executives

Seniority

Mid-level, hands-on IC