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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