Account Executive, Your Money Line
Financial wellness platform
Open for applications
Financial wellness platform
21-100 employees
Open for applications
21-100 employees
Company mission
To create financial stability and confidence for all.
Role
Who you are
- Bachelor’s degree in Business, Marketing, Communications, or a related field (preferred)
- 5+ years of experience in B2B sales, preferably in HRTech, benefits and/or SaaS
- Experience with CRM software (e.g., Salesforce, HubSpot) and sales tools (e.g., Gong, LinkedIn Sales Navigator) is a plus
- Strong communication skills, both written and verbal, with the ability to engage with senior-level executives
- Ability to quickly understand the company’s offerings and articulate the value proposition to potential customers
- Strong discovery and objection handling
- Ability to sell value (not price)
- Comfortable running structured sales processes
- Experience managing multiple deals simultaneously
- Not afraid to prospect and create your own opportunities
- Self-motivated with a strong desire to succeed and exceed targets
- Detail-oriented with strong organizational and time management skills
- Ability to work independently and as part of a team in a fast-paced environment
- Knowledge of social media platforms, email marketing, and cold-calling techniques
What the job involves
- Identifying and contacting sales prospects
- Creating new opportunities through inbound, events, and outbound efforts
- Handle inbound requests from accounts that want to learn more about us and outbound prospecting to ideal clients
- Run discovery, qualification, demo, and negotiation calls with prospective buyers
- Manage the end-to-end deal cycle with our customers
- Exceed activity, pipeline, and revenue goals on a quarterly basis
- Work with internal leadership to develop world-class products and processes
- Track all opportunity and customer details including use case, purchase timeframes, next steps, and forecasts in CRM (Salesforce)
Our take
Your Money Line provides employee financial wellness solutions, designed to help users improve their financial stability and confidence. The company combines AI-driven financial tools with personalized coaching, offering a unique approach to financial guidance.
The core focus of the platform is making financial wellness accessible and easy to navigate. Its services help users tackle common financial issues such as debt management, budgeting and saving. With thousands of employees benefiting from its offerings, the company has earned widespread praise for its ability to create meaningful financial improvements to users' lives.
This hasn't gone unnoticed by investors, with the company recently securing substantial funding. The investment will be used to enhance the platform's capabilities as well as expand its reach and effectiveness. On an upward trajectory, the company will continue providing innovative financial wellness solutions.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Aug 2024
$4.5m
SERIES A
Aug 2022
$2.8m
SEED
Total funding: $7.3m
Company benefits
- Medical insurance & HSA
- Elective dental & vision insurance
- 401k & company match
- Employer paid life insurance
- 20 days of paid time off annually
- 10 paid & 2 flex holidays
- Unlimited paid wellness days
- Paid parental & adoption leave
- Paid volunteer time off
- Hybrid office model in Indy
- Monthly tech stipend
- Access to Your Money Line
Company HQ
Nora / Far Northside, Indianapolis, IN
Leadership
Peter Dunn
(CEO)With a background in Finance, they are a Columnist for USA TODAY and the Indy Star. Has also authored ten books, and hosts 'The Pete the Planner Show' on 93 WIBC FM.
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