Passthrough

Mid Market AE Level II

Remote

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Private Equity, Venture Capital, Fintech, Financial ServicesIndustries

Requirements

Candidates should have 4-7 years of full-cycle B2B closing experience, preferably in SaaS or FinTech, with a proven track record of exceeding a seven-figure annual quota. Experience with sales methodologies like MEDDIC or BANT, high business acumen for selling to senior executives, and a builder mindset are essential. Early-stage startup or relevant industry experience is a plus.

Responsibilities

The Mid Market Account Executive will own a seven-figure revenue number, responsible for turning qualified opportunities into new customers through a full-cycle sales process. This includes consistently meeting or exceeding an annual revenue quota of approximately $1.75M, becoming an expert in the private funds landscape, and articulating the company's value proposition to senior stakeholders. Responsibilities also include maintaining a disciplined sales process, meticulous CRM record-keeping for accurate forecasting, and collaborating with marketing, sales development, and customer success teams.

Skills

Sales
Consultative Sales
Relationship Building
Revenue Quota Achievement
Private Funds Landscape
Value Proposition Articulation
Full-Cycle Sales Process
Market Feedback

Passthrough

Fundraising platform for investment firms

About Passthrough

Passthrough provides a platform that simplifies the fundraising process for investment firms. Its features include quick generation of subscription documents, real-time tracking of fundraising progress, and automatic screening of beneficial owners against sanctions lists. This allows firms to concentrate on their main business activities instead of getting bogged down by administrative tasks. The company likely operates on a subscription or usage fee model, ensuring a steady revenue stream while meeting client needs for efficient fundraising tools. Passthrough prioritizes data privacy and security, adhering to regulations like GDPR and conducting regular security tests, which is essential in the financial sector. Overall, Passthrough aims to enhance the fundraising experience for investment firms by streamlining processes and ensuring data protection.

None, OregonHeadquarters
2020Year Founded
$14.6MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
401(k) Company Match
Stock Options
Unlimited Paid Time Off
Parental Leave

Risks

Increased competition from fintech startups could erode Passthrough's market share.
Rapid technological advancements may strain resources for continuous platform updates.
Potential regulatory changes could necessitate costly adjustments to compliance features.

Differentiation

Passthrough automates subscription processes, reducing time and effort for private funds.
The platform offers real-time tracking and beneficial owner screening for compliance.
Passthrough emphasizes data privacy and security, complying with GDPR and conducting penetration testing.

Upsides

Passthrough raised $10M Series A to enhance product experience and accelerate growth.
Integration with CRM through OnboardingBridge improves investor onboarding and experience.
The rise of AI-driven analytics offers potential for personalized investor experiences.

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