Account Executive

San Mateo, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, PaymentsIndustries

Requirements

Candidates should have at least 4 years of relevant sales experience, ideally at a B2B startup, with a proven ability to operate in a fast-paced environment and adapt to dynamic targets. A strong understanding of the sales process, excellent verbal and written communication skills, business acumen with a problem-solving attitude, and experience in identifying customer pain points are essential. Experience in FinTech or the payments space is a plus.

Responsibilities

The Account Executive will create detailed business plans to reach sales goals and quotas, manage the entire sales cycle from finding potential clients to securing deals, and unearth new sales opportunities through networking. They will also work collaboratively with prospects to ensure mutual fit, identify potential customers and set approach strategies, resolve issues and handle complaints, negotiate contracts, and gather feedback to suggest improvements in customer engagement.

Skills

Sales Cycle Management

Business Development

Client Relationship Management

Negotiation

Sales Performance Analysis

Customer Engagement

Problem-Solving

FinTech

Checkbook

Digital payment platform for businesses

About Checkbook

Checkbook.io provides a digital payment platform that aims to replace traditional paper checks and costly online transactions. The service allows businesses to send and receive payments instantly through email or phone numbers, eliminating the need for physical checks and postage. Users can make mass payments by uploading CSV files, and the platform integrates with popular accounting software like Sage-Intacct, AccountingSeed, Quickbooks, and Moneypod. One of the key features is that recipients do not need to have a Checkbook account, which simplifies the process for everyone involved. Additionally, Checkbook.io offers live payment tracking through an integrated accounting dashboard, providing transparency and control over transactions. The company charges less than $1 per transaction, making it a more affordable option compared to its competitors. The goal of Checkbook.io is to provide businesses with an efficient and cost-effective payment solution.

San Mateo, CaliforniaHeadquarters

2015Year Founded

$21.7MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Company Equity

Risks

Emerging fintech startups pose a threat to Checkbook's market share.

Dependency on Visa's infrastructure could be risky if partnership dynamics change.

Evolving regulatory landscape may increase compliance challenges and operational costs.

Differentiation

Checkbook offers a single API for multiple payment methods, simplifying transactions.

The platform supports mass payments via CSV uploads, enhancing efficiency for businesses.

Checkbook's white-labeled functionality allows businesses to maintain brand consistency in payments.

Upsides

Checkbook's partnership with Visa enhances real-time payment capabilities for businesses.

The $10 million Series A funding supports Checkbook's expansion and operational growth.

Increased demand in sectors like rental and banking boosts Checkbook's market opportunities.

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