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Outbound Account Executive – SMB or Accounting/Bookkeeping Focus
| Company | Melio |
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| Location | New York, NY, USA |
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| Salary | $65000 – $80000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments.
- Proven ability to hit and exceed quota in outbound/new business roles.
- Excellent communication and storytelling skills—both verbal and written.
- Experience selling with a defined sales methodology (Sandler, Challenger, MEDDIC, etc.). Sandler is preferred.
- Consultative mindset with the ability to identify real pain points and tailor value.
- Experience with SMBs, accounting/bookkeeping firms, or financial platforms (QuickBooks Online, Xero, etc.) is a major plus.
Responsibilities
- Identify and engage decision-makers through outbound outreach—cold calls, emails, and social selling (e.g., LinkedIn).
- Build a robust pipeline of qualified leads using strategic prospecting and consistent follow-up.
- Leverage tools and data to personalize outreach and increase response rates.
- Schedule and run discovery calls to uncover pain points and understand operational workflows.
- Position Melio as a value-driven solution tailored to each customer’s business needs.
- Act as a trusted advisor by deeply understanding prospects’ AP/AR challenges and how Melio solves them.
- Deliver compelling, customized product demos that resonate with both technical and non-technical stakeholders.
- Manage the full sales cycle—from first contact through commitment—with a focus on speed and precision.
- Recommend solutions that align with business goals and deliver mutual value.
- Consistently meet or exceed monthly, quarterly, and annual sales targets.
- Maintain accurate pipeline data in Salesforce for forecasting, reporting, and performance analysis.
- Use insights from call recordings and CRM data to improve conversion rates and sales efficiency.
- Build long-term relationships with key stakeholders, positioning yourself as a trusted partner to help them solve business challenges.
- Provide ongoing feedback from customer conversations to help improve product-market fit and go-to-market strategy.
Preferred Qualifications
- Bonus points if you’ve sold payments software, AP/AR solutions, or worked with channel partners.
