Sales Lead

ABOUT FINOPTIMAL

Join FinOptimal, an emerging star in the fintech space at an exciting point in our trajectory.

FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. FinOptimal raised venture capital in late 2021 to expand our accounting and technology offerings. In 2023 we launched our flagship app Accruer, surprising and delighting the accounting world with the game changing automation that originally made us successful. We’ve since launched our second and third apps, Booker and Wrangler, with many more to follow.

Product reactions range from “holy sh*t, it’s that simple?” to “I cried when I turned it on, then cried again. My life has changed forever!" And yes, those are real reactions.

We have offices in Brooklyn, NY and Houston, TX.

WHAT YOU’LL DO:

FinOptimal eliminates manual accounting work in a unique way. Many potential clients are naturally skeptical of how easy our apps make things look. It is critical that this person be able to listen closely to a potential client’s needs and concerns, and effectively demonstrate how our apps can help. An understanding of accounting concepts and standard accounting processes is crucial to fostering trust with prospective clients.

Key Responsibilities

• Conduct product demonstrations for potential clients
• Explain complex accounting concepts and how our apps address them
• Answer in-depth questions about accounting practices and our software solutions
• Effectively communicate the value proposition of our products
• Convert leads into sales and meet sales targets

WHO WE’RE LOOKING FOR

The ideal candidate will combine a solid foundation in accounting with strong sales skills and the ability to understand and explain technology solutions. They should be able to speak the language of accountants while effectively demonstrating how our apps can solve their specific challenges.

Title and compensation will be commensurate with experience.

REQUIREMENTS:

• Strong understanding of accounting principles and practices
• Ability to quickly learn and demonstrate new software applications
• Excellent communication skills, especially in explaining technical concepts
• 5+ years of sales experience, preferably in B2B software or accounting technology, including sales negotiation and deal closing experience.
• Desire to work in a fast-paced start-up environment
• Self-starter, with an ability to work independently and manage upwards
• Analytical mindset with an appreciation for data hygiene

STRONGLY DESIRED:

• Bachelor's degree in Accounting, Finance, or related field
• In-depth knowledge of QuickBooks Online
• Accounting experience

THINGS YOU GET IN ADDITION TO MONEY:

• Participation in the equity program to share in the company's success.
• Fully covered medical, dental, and vision insurance.
• Unlimited paid time off for a healthy work-life balance.
• Opportunity to define your future role within the company and expand into areas where you excel.