Account Executive (Fast-paced Profitable Fintech, Move to Monterey, CA!)

About Us

We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.

In just a few years, we’ve grown to serve 25,000+ private companies, with $300B+ in assets under administration and $100B+ in valuations performed, adding over $5B in new valuations monthly. We are revenue-generating, profitable, and scaling fast.

The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.

Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.

About the Role

This role sits at the front door of our revenue engine.

As an Inbound Account Executive professional, you will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.

This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.

We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.

If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services, keep reading.

What You’ll Do

Be the First Impression

• Communicate clearly, confidently, and professionally with founders, CFOs, and executives.
• Speak knowledgeably and convey the broad, deep experience of a tenured fintech firm.
• Represent the firm’s credibility, expertise, and urgency in every interaction.
• Solve the prospect’s problem – they are calling us for a solution.

Own Inbound Lead Qualification

• Respond rapidly to inbound valuation inquiries, and website leads.
• You assess the client’s needs and the problem that they are calling –  for us to solve.
• Negotiate and close deals on the spot, then follow through to close.
• Book high-quality meetings for senior sales leadership.

Support the Sales Process

• Prepare proper background research prior to sales calls.
• Assist with proposals, follow-ups, and deal coordination.
• Maintain clean, accurate CRM records in HubSpot.

Enable Scale

• Identify patterns in inbound demand and share insights with sales and marketing.
• Help refine messaging, qualification criteria, and internal processes as we grow.
  

Who We’re Looking For

We’re looking for high-output professionals, not order-takers.

You likely are

• A strong communicator who sounds confident on the phone and concise in writing.
• Highly organized, detail-oriented, and responsive.
• Competitive, motivated and goes that extra mile to serve a client.
• Comfortable working in a fast-paced, high-expectation environment.

Experience & Skills

• 1–3+ years in SDR, including inbound and outbound sales.
• Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services.
• Finance education and/or finance environment experience a real plus.
• Familiarity with the public stock market and the mechanics of equity are a plus. 
• Familiarity with sales tools (Apollo, LinkedIn Sales Navigator, CRM – Hubspot) is a plus.
• Finance, accounting, business, or economics background is highly preferred.

Non-Negotiables

• Willingness to work in-office, five days per week, in Monterey, CA.
• Strong sense of responsibility and follow-through.
• Professionalism rooted in integrity and quality client service.

Compensation & Growth

This is a contract-to-permanent role, with clear performance benchmarks for conversion to full-time.

• Competitive hourly or contract rate (based on experience)
• Performance-based incentives tied to conversions
• Employee Stock Ownership Plan (Option grant)
  

Top performers will out-earn market averages and gain exposure rarely available this early in a career.

Why This Role Matters

Work directly with senior management.

You can make a very tangible difference.

You’ll learn from leaders in the industry.

You’ll be close to revenue, close to leadership, and close to the decisions that matter.

If you want a comfortable job, this isn’t it.

If you want to build skills, credibility, and momentum inside a category-defining firm—this IS it.

How to Apply

Submit your resume along with a brief note explaining why you’re a strong fit for a high-expectation, in-office sales role. Send your application to [email protected].

Candidates who demonstrate urgency, polish, and genuine motivation in their application will be prioritized.