Account Executive, Inclined Technologies

Salary not provided

+ Performance-based commissions based on volume production relative to annual targets + Equity package

Hubspot

Apollo

Dialpad

Junior, Mid and Senior level

Denver

More information about location

Life insurance optimization software

Open for applications

Life insurance optimization software

21-100 employees

FintechB2CInsuranceSaaS

Open for applications

Salary not provided

+ Performance-based commissions based on volume production relative to annual targets + Equity package

Hubspot

Apollo

Dialpad

Junior, Mid and Senior level

Denver

More information about location

21-100 employees

FintechB2CInsuranceSaaS

Company mission

To help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology.

Job

Company

Role

Who you are

2–5+ years of experience in SaaS, fintech, or consultative B2B sales
Proven ability to manage a full sales cycle and close deals in a fast-paced environment
Strong communication skills, with the ability to simplify complex concepts for diverse audiences
Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
Comfortable with outbound activity, including 200+ dials per month
Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)
Highly self-motivated, organized, and able to manage multiple priorities
Data-driven, with disciplined CRM and pipeline management habits
Collaborative team player with a strong sense of ownership and accountability
Strong desire to win; scrappy, resourceful, and persistent in achieving goals
Experience selling into financial services or working with financial products

What the job involves

We’re looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms. This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value
You will own the full sales cycle—from prospecting and onboarding to expansion—and act as a trusted partner to your customers (financial advisors, their teams, and policyholders), helping them leverage Inclined’s platform to better serve their clients
Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets
Drive new business acquisition while expanding and deepening existing accounts
Lead a high-velocity, consultative sales process from initial outreach through onboarding and activation
Conduct product demos, presentations, and group sessions to communicate platform value
Build strong, long-term relationships with advisors and key stakeholders
Act as a strategic advisor by understanding customer needs and aligning them with Inclined’s solutions
Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions
Identify opportunities to scale adoption within organizations through multi-threading and stakeholder engagement
Maintain accurate pipeline and activity tracking within CRM systems
Stay current on product updates and effectively communicate new features and best practices

Our take

Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The company is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.

The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a costly manner. Inclined is well positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.

Inclined has also partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.

Freddie

Company Specialist at Welcome to the Jungle

Company

Funding (last 2 of 3 rounds)

Aug 2025

$8m

SERIES B

Sep 2022

$15m

SERIES A

Total funding: $27m

Company HQ

Tamalpais-Homestead Valley, CA

Leadership

Joshua Wyss

(Co-Founder & CEO)

Previous a Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Also served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.

Mark Shaw

(Co-Founder & CTO)

Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Also worked at Kana Software as a Software Engineer.

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