Hybrid Account Executive

at Puzzle 🧩🚀

• Job title: Account Executive
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $75,000 - $150,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: Apollo
• Location requirements: Hybrid, San Francisco, United States

About the role

• Account Executive responsible for high-velocity sales and lead generation at Puzzle. Engaging with startup founders in the vibrant San Francisco ecosystem to generate qualified leads.

Responsibilities

• Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
• Manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success.
• Actively participate in and represent Puzzle at in-person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
• Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
• Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
• Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.

Requirements

• 2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota.
• Location Requirement: Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in-person events, partner meetings, and networking activities on a regular basis.
• Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership.
• Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
• Comfortable representing the company at in-person events, building relationships face-to-face, and converting event connections into qualified pipeline.
• Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
• Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
• Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.
• Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)

Benefits

• Competitive base pay and commission structure
• 100% paid employee health, dental, and vision plans (U.S. & Canada vary)
• 10 observed holidays and a flexible PTO policy so you can recharge
• $1000 home office budget to get you set up for success
• $2400 co-working budget for face time with your colleagues
• $600 learning and development budget
• 401K so you can save for your future
• And much more