Account Executive II, Mid-Market

About us

Since 1957, the firm has administered 401(k) and profit-sharing plans for employers in Kentucky. Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews. Still family owned, 69 years on.

This role opened up after a team member moved internally. The Account Executive II, Mid-Market owns new business deals from first discovery call to signed order form. Most first meetings come from our SDR team. Remote, open to candidates across the US. We keep meetings to a minimum and work mostly async. You will write a lot of updates, so clear written English is important.

Main duties

Track calls and emails in Salesforce and Gong. Notes get logged the same day. Write proposals and order forms in Salesforce CPQ. Deliver tailored product demos to operations, finance and IT stakeholders. Identify additional contacts in each deal so it does not depend on a single champion. Partner with the SDR team on account lists and messaging for target verticals. Hand off closed accounts to onboarding with clear notes on scope and anything promised during the sale. Attend two or three regional trade shows a year to work the booth and book meetings. Forecast weekly in Salesforce with accurate close dates and next steps.

Skills and experience

Bachelor's degree or equivalent work experience. Comfortable running a full sales cycle with multiple stakeholders. Working knowledge of Salesforce. HubSpot is fine if you have used deal stages and forecasting. Familiarity with a sales methodology such as MEDDICC, Challenger or SPIN.

Bonus points

Gong or Chorus call recording experience.

Why work with us

The salary range for this role is $84,000 - $98,000 per year. This range reflects base salary only.

Medical, dental and vision insurance. 401(k) with 4% match. Paid holidays.

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Applicants must be authorized to work in the U.S.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at MR Wealth Management.