Account Executive

About the role

As an , you will play a vital role in driving the company's growth by managing the full sales cycle for mid-market clients. You will be responsible for engaging with prospects, conducting product demonstrations, negotiating contracts, and closing deals. Your work will involve collaborating closely with the go-to-market, partnership, and marketing teams to increase inbound pipeline opportunities. Additionally, you will be tasked with developing outbound strategies to generate new leads and expand the company's customer base. This role offers an exciting opportunity to contribute to a rapidly growing SaaS company that is building the operating system for finance, leveraging AI-native ERP solutions to transform financial operations for businesses.

Key facts

What you'll do

• Manage the entire sales process from initial lead generation through to closing contracts, ensuring a seamless experience for prospects and clients.
• Conduct detailed product demonstrations and presentations tailored to the needs of mid-market clients, highlighting the value and capabilities of Dualentry's AI-native ERP platform.
• Handle mid-market deals with a typical sales cycle of 9-12 weeks, with annual contract values ranging from five to six figures.
• Work closely with the go-to-market, partnership, and marketing teams to increase inbound pipeline, leveraging marketing campaigns, partnership opportunities, and industry events.
• Develop and execute outbound sales strategies to identify and engage potential clients, building a robust pipeline of qualified leads.
• Engage with prospects to understand their unique business challenges, providing tailored solutions and demonstrating how Dualentry's platform can address their needs.
• Collaborate with product teams by feeding back insights from customer interactions, helping to shape the product roadmap and future features.
• Build and nurture long-term relationships with clients and prospects, establishing trust and positioning Dualentry as a trusted partner in financial transformation.
• Track all sales activities, pipeline status, and customer interactions using CRM tools, maintaining accurate records for forecasting and reporting.
• Achieve or exceed quarterly and annual sales targets, contributing to the overall growth objectives of the company.
• Participate in regular sales meetings, training sessions, and team-building activities to continuously improve sales skills and product knowledge.
• Stay informed about industry trends, competitive landscape, and emerging technologies in SaaS, AI, and finance to better position Dualentry's offerings.
• Represent the company at industry events, conferences, and networking opportunities to enhance brand visibility and generate new leads.
• Provide exceptional customer service throughout the sales process, ensuring prospects feel supported and valued at every stage.
• Work in a fast-paced environment that values ownership, initiative, and results, adapting strategies as needed to meet evolving market demands.
• Contribute to a collaborative team culture that emphasizes innovation, transparency, and continuous learning.

Requirements

• A minimum of 2 years of experience closing B2B SaaS deals, with a proven track record of managing the entire sales cycle from prospecting to closing.
• Demonstrated success in handling mid-market or larger enterprise deals with a sales cycle of 9-12 weeks and contract values of five to six figures.
• Strong relationship-building skills, with the ability to engage multiple stakeholders and decision-makers within client organizations.
• Analytical and structured approach to sales, capable of managing complex negotiations and objections effectively.
• Self-motivated, coachable, and eager to learn, with a hunger to succeed in a fast-paced environment.
• Excellent communication, presentation, and interpersonal skills, capable of articulating complex solutions clearly and persuasively.
• Experience working with CRM tools and sales automation platforms to manage pipelines and forecast accurately.
• Ability to work independently while collaborating effectively with team members across departments.
• Curiosity about finance or accounting is a plus, and willingness to learn the technical and industry-specific aspects of Dualentry's platform.
• Comfortable working in a dynamic environment that requires adaptability and resilience.
• A proactive mindset, with the ability to develop outbound strategies and generate new leads independently.
• Knowledge of SaaS sales methodologies and best practices, with a focus on mid-market and enterprise clients.

Nice to have

• Prior experience selling AI-native SaaS products or platforms.
• Background in finance, accounting, or related fields that can provide context for client conversations.
• Experience in fintech or related industries, understanding the specific challenges and opportunities faced by clients in these sectors.
• Familiarity with outbound sales techniques, including cold outreach, email campaigns, and social selling.
• Passion for technology, innovation, and transforming industries through software solutions.
• Previous experience working in high-growth startups or fast-moving SaaS environments.

Skills & tools

• Strong communication and interpersonal skills for engaging prospects and building relationships.
• Proficiency with CRM platforms and sales automation tools to manage pipelines and track activities.
• Analytical mindset with the ability to interpret data and use insights to improve sales strategies.
• Structured approach to managing multiple deals simultaneously, prioritizing activities effectively.
• Adaptability to changing market conditions and company priorities.
• Self-motivated with a results-oriented attitude, capable of working independently and as part of a team.
• Ability to craft compelling value propositions tailored to diverse client needs.
• Good organizational skills to maintain accurate records and follow-up schedules.

Practical notes

• This role is based in San Francisco and requires on-site presence at the company's office.
• Compensation includes a base salary of $120,000 to $150,000, with uncapped commissions of $120,000 to $150,000, and equity options valued between $40,000 and $55,000.
• The total on-target earnings (OTE) range from $260,000 to $300,000.
• Benefits include comprehensive medical, dental, and vision insurance, as well as a One Medical membership and mental health support through Talkspace.
• Additional benefits include fertility and family-building support via Kindbody, virtual healthcare through Teladoc Health, and a 401(k) retirement plan.
• Commuter benefits are provided to support daily transportation needs.
• The company offers a learning and development budget for courses, certifications, and language learning to support professional growth.
• Unlimited AI tokens are available for use, supporting skills development and enablement in AI-related areas.
• Visa and permanent residence sponsorship are available for eligible candidates.
• Relocation support is provided for employees moving to New York.
• The company maintains a flexible PTO policy, offering 27 days off including public holidays.
• The office fosters a collaborative, in-office culture with snacks, drinks, team events, and more, emphasizing a no-bureaucracy environment.
• This is an on-site, full-time role requiring active engagement in the San Francisco office to foster team collaboration and client interactions.

About the company

Founded in 2024, DualEntry is one of the world's fastest-growing AI startups. At DualEntry, the future of finance is being written today. ERP is one of the largest fintech markets in the world ($220,000,000,000+).