Account Executive - Treasury at DebtBook

Charlotte, North Carolina, United States

DebtBook Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Public Sector, Government, Higher Education, HealthcareIndustries

Requirements

  • 4-8 years of experience in sales, specifically selling treasury products or to the treasury department
  • 1 year of experience working in a start-up or consulting environment, with demonstrated understanding of ambiguity and ability to thrive in a fast-paced, rapidly evolving work environment
  • Proven track record of meeting and exceeding sales quotas
  • Ability to articulate sales numbers and demonstrate ability to track and analyze key performance metrics
  • Excellent verbal and written communication skills with the ability to present complex information clearly and concisely
  • Strong negotiation and problem-solving skills
  • Ability to work independently as well as collaboratively within a team

Responsibilities

  • Develop and execute a strategic sales plan to achieve and exceed sales targets
  • Prospect, qualify, and close new business opportunities within the treasury sector
  • Effectively articulate the value proposition of DebtBook’s products to key decision-makers
  • Manage the full sales cycle from initial contact to contract negotiation and closing
  • Collaborate with internal teams, including product and marketing, to provide market feedback and contribute to product development
  • Maintain accurate records of sales activities and metrics in our CRM system
  • Continuously stay informed about industry trends, market changes, and competitor activities

Skills

Treasury Sales
Sales Pipeline Management
Prospecting
Lead Qualification
Deal Closing
Contract Negotiation
CRM
Strategic Sales Planning

DebtBook

SaaS platform for managing debt and leases

About DebtBook

DebtBook offers a platform for managing debt, leases, and subscriptions, targeting treasurers, accountants, and finance professionals in the public sector. The subscription-based software automates tasks, improves accuracy, and enhances collaboration, allowing users to move away from cumbersome spreadsheets. A key feature is its compliance tools that help users meet Governmental Accounting Standards Board (GASB) regulations, particularly GASB 96. DebtBook aims to simplify debt management, boost productivity, and ensure compliance for finance professionals.

Charlotte, North CarolinaHeadquarters
2019Year Founded
$23.1MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Risks

Increased competition from fintech companies could erode DebtBook's market share.
Economic downturns may lead to reduced spending on software solutions like DebtBook's.
Reliance on partnerships poses risks if they do not yield expected enhancements.

Differentiation

DebtBook offers specialized compliance tools for GASB regulations, ensuring regulatory peace of mind.
The platform's robust reporting capabilities enhance transparency and decision-making for finance professionals.
DebtBook's SaaS model replaces cumbersome spreadsheets, improving efficiency and productivity for users.

Upsides

Integration with AI-driven analytics can enhance DebtBook's reporting and predictive capabilities.
The rise of ESG criteria opens avenues for specialized compliance and reporting tools.
Open banking trends enable DebtBook to expand connectivity with financial institutions.

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