6h ago

Founding Account Executive

New York

$75k-$150k / year

full-timemidfinance

💼 About This Role

You'll engage prospective clients, guide them through their first interactions with Titan, and convert interest into long-term relationships. Your work will directly shape Titan's growth and the client experience in a fast-paced fintech startup.

🎯 What You'll Do

  • Inbound lead engagement via website and referrals
  • Conduct prospect discovery calls to understand financial goals
  • Manage CRM pipeline and track KPIs
  • Coordinate deeper advisory conversations for qualified prospects

📋 Requirements

  • 3+ years in direct sales or client acquisition
  • Experience selling consumer-facing products
  • Strong verbal and written communication skills
  • Bachelor's degree or equivalent experience

✨ Nice to Have

  • Fintech, wealth management, or SaaS experience
  • Familiarity with financial planning or investment concepts
  • Professional credentials (CFP, Series licenses)

🎁 Benefits & Perks

  • 🏖️ Unlimited PTO
  • 📈 Above-market equity
  • 💰 Competitive cash compensation
  • 🏆 Commission and bonus
  • 🏢 Vibrant in-person culture
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