• Remote Account Executive

    Insight Global (San Francisco, CA)


    Job Description

    A client is seeking Remote Account Executives to join their growing team. In this role, You’ll work closely with SDRs who are focused on generating leads and setting new meetings in these markets. You’ll be responsible for driving new business by interfacing with financial advisors on these introduction meetings, typically the end users of their AI-powered meeting assistant. You’ll manage the full sales cycle, from setting follow ups, running demos, to closing deals and handling post-sale follow-ups. Their product is built specifically for financial advisors, offering real-time transcription, voice differentiation, and seamless integration with advisor platforms all designed to meet compliance needs. You’ll be selling a tool that solves real workflow problems, and while the company is growing quickly, there’s also room for potential growth in the next few years.

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    -2+ years of outbound sales experience, ideally in SaaS or FinTech.

     

    -Ability to manage a fast-paced sales cycle (typically 30–60 days).

     

    -Strong communication skills and confidence running product demos.

     

    -Experience selling to financial advisors, RIAs or broker-dealer networks (strong plus).

     

    -Willingness to grow with a scaling company and take on new challenges.