Join to apply for the Senior Account Executive role at Koyfin
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This range is provided by Koyfin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $120,000.00/yr
Additional compensation types
Commission and Stock options
Direct message the job poster from Koyfin
Founder / CEO at Koyfin (Research and portfolio tools for FAs and individuals)
Koyfin is a rapidly growing, VC-backed fintech startup founded in 2016. With hundreds of thousands of users, we have built a strong cult following. Every investor deserves powerful, intuitive tools to analyze markets and portfolios without the steep learning curve or sky-high costs of traditional platforms. That’s why we built Koyfin: a modern, accessible analytics platform that combines sleek visualizations, comprehensive data, and customizable tools to empower smarter investment decisions.
Fastest growing research platform for financial advisors using product-led growth (register for free)
Recognized by G2 as a top-rated analytics platform (link)
Rapid growth with new records in usage and revenue every quarter
We’re cash flow positive - and proud of it
About the Role
Reporting to the Head of Sales & Strategy, we are seeking a seasoned Account Executive with deep expertise in Warm Outbound GTM to join our growing team. This is a full-cycle role, where you’ll leverage our extensive base of existing users to build a strong pipeline, schedule meetings, and close high-value deals. The ideal candidate will have a proven track record in B2B SaaS sales, excelling in driving revenue growth through strategic outbound efforts.
A background or understanding of finance is strongly preferred, as it will enhance your ability to connect with and deliver value to our customers.
Key Responsibilities
* Manage the full sales cycle: Oversee prospect outreach, product demos, and customer relationship management. Focus on driving deals from sourcing to closure, specifically targeting SMB accounts with a deal size of $10k—$100k.
* Product Demos: Conduct compelling product demos (virtually) to showcase Koyfin's value and functionality to prospective clients.
* Collaborate with Leadership: Work closely with senior leaders to evolve the sales playbook, establish an outbound sales process, and refine the ICP.
* Achieve Sales Targets: Meet or exceed revenue goals, contributing to the company's growth and profitability.
* Represent Koyfin at Industry Events: Attend 3-4 conferences per year.
* Contribute to Product Development: Gather and communicate customer feedback to cross-functional teams, including product management and engineering, to provide insights and help define product requirements for improving Koyfin's products and services.
Requirements
* 5+ years experience in outbound full-cycle sales
* Experience with selling B2B SaaS product with a track record of exceeding quotas.
* Mastery of the full sales cycle, from lead generation to closing deals.
* Proficiency with financial terms and basic understanding of workflows for researching securities.
* Proactive, independent, and capable of moving projects forward by themselves.
* Excellent communication and interpersonal skills.
* Ability to work collaboratively with cross-functional teams.
* Strong analytical and problem-solving skills.
* Ability to attend industry events and travel as required.
* A passion for investing and the ability to convey Koyfin's value proposition effectively.
Why Join Koyfin
* Competitive Compensation: Enjoy a competitive salary, equity options, and a comprehensive benefits package.
* Innovative Environment: Be part of a fast-growing company at the forefront of financial technology, moving quickly to release new products.
* Dynamic Culture: Customer First, Humility & Respect, Teamwork, Continuous Improvement, and Getting Things Done.
* Impactful Work: Work with a small, talented team where your contributions directly impact the product and the community it serves.
* Industry-Leading Product: Join a company with an industry-leading product that is disrupting the financial analytics space through a product-led growth sales motion.
* Efficiency and Growth: Join a company that values efficiency, sustainable growth, and operational excellence. Koyfin is cash flow positive and emphasizes doing more with less.
Koyfin is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
* Industries
Financial Services and IT System Custom Software Development
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