Company
FinTech
AccountExecutive,Settlement&Notary
Neural analysis suggests this role is
optimal for Senior candidates.
“Account Executive, Settlement & Notary. Skills: Full-cycle sales, Pipeline generation, Deal closing, Relationship management. Own full sales cycle. Execute full sales cycle”
What You'll Achieve.
Drive long-term customer value
Industry & Context.
What They're Looking For.
Must Have
5+ years B2B SaaS sales experience, 5+ years tech-enabled services sales experience, Proven ability to generate outbound pipeline, Close deals without inbound leads, Manage complex sales cycles, Close deals $30K–$250K ARR, Excellent discovery skills, Experience selling financial services, Experience selling legal industry, Experience selling title industry, Experience selling settlement industry, Experience selling related industries, Comfortable working in startup environments, Comfortable working in lean team environments, High ownership, Limited structure, Communication skills, Negotiation skills, Relationship-building skills, Experience using Salesforce, Familiarity with sales engagement platforms, AI fluency, Leverage AI tools for sales
Nice to Have
Understanding financial services, Understanding legal industry, Understanding title industry, Understanding settlement industry, Understanding related industries, Familiarity with notarization workflows, Familiarity with remote online notarization, Familiarity with eSign solutions, Familiarity with Gong, Familiarity with HubSpot
What You'll Do.
Execute full sales cycle
Close new enterprise accounts
Generate outbound pipeline
Qualify inbound leads
Manage fast-moving deal cycles
Conduct deep discovery
Understand customer workflows
Understand pain points
Identify value opportunities
Drive commercial conversations
Maintain pipeline discipline
Track deal progression
Partner with solutions consultants
Support technical evaluations
Ensure accurate implementation planning
Collaborate with marketing
Collaborate with customer success
Collaborate with legal teams
Ensure smooth handoffs
Ensure post-sale adoption
Ensure revenue ownership
Drive long-term customer value
How You'll Work.
Team & Collaboration
Collaboration with legal; Collaboration with marketing; Collaboration with customer success; Collaboration with solutions consultants
Communication Scope
Negotiation
Full Job Description
## Accountabilities Own and execute the full sales cycle from prospecting and pipeline generation to negotiation and closing of new enterprise accounts Generate outbound pipeline across non-mortgage verticals such as financial services, legal, estate planning, and other emerging markets Qualify inbound leads and manage fast-moving deal cycles ranging from rapid conversions to longer enterprise sales processes Conduct deep discovery to understand customer workflows, pain points, and value opportunities before presenting solutions Drive commercial conversations, including pricing, scoping, and contract negotiation in collaboration with legal and internal teams Maintain strong pipeline discipline and CRM hygiene while tracking all activity and deal progression Partner with solutions consultants to support technical evaluations and ensure accurate implementation planning Collaborate with marketing, customer success, and legal teams to ensure smooth handoffs and strong post-sale adoption Build and manage relationships with decision-makers across multiple industries and organizational levels Ensure revenue ownership across both new bookings and post-sale success to drive long-term customer value Requirements: 5+ years of full-cycle B2B SaaS or tech-enabled services sales experience Proven ability to generate outbound pipeline and close deals without reliance on inbound leads or SDR support Strong track record of managing complex sales cycles and closing deals in the $30K–$250K ARR range Excellent discovery skills with the ability to identify customer needs and translate them into tailored solutions Experience selling into or understanding financial services, legal, title, settlement, or related industries is highly preferred Familiarity with notarization workflows, remote online notarization (RON), or eSign solutions is a strong advantage Comfortable working in startup or lean team environments with high ownership and limited structure Strong communication, negotiation, a
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