Account Executive
2 weeks ago
The
Account Executive (AE)
plays a pivotal role in driving OakTech Systems' sales growth by identifying, engaging, and closing clients within the capital markets and financial technology sectors. This position is ideal for a results-oriented professional who excels in consultative B2B selling and thrives in a performance-based environment.
Key Responsibilities
- Sales & Business Development:
Proactively identify and engage potential clients. Present and promote OakTech's technology solutions to decision-makers, investors, and key stakeholders.
- Lead Generation & Prospecting:
Research and target new opportunities through cold outreach, networking, and referrals. Use AI-powered tools and CRMs like GoHighLevel to manage leads.
- Client Relationship Management:
Build long-term relationships, conduct product demos, negotiate deals, and ensure client satisfaction.
- Performance Tracking:
Monitor sales metrics, prepare reports, and optimize sales tactics to meet or exceed targets.
Collaboration and Strategy- Work closely with the SDR team to qualify and prioritize leads.
- Partner with marketing to align messaging and outreach campaigns.
- Collaborate with product and delivery teams to ensure seamless handoff post-sale.
- Participate in strategy sessions to refine pricing and proposal frameworks.
Experience and Knowledge
- Proven B2B sales experience in
tech, financial services, or capital markets
.
- Strong negotiation and closing skills.
- Excellent English communication and presentation abilities.
- Proficiency in CRM and productivity tools (GoHighLevel, Asana, Microsoft Suite).
- Ability to work independently and manage a remote sales pipeline.
Skills and Attributes
- Results-driven and entrepreneurial mindset.
- Comfortable with a commission-based structure.
- Persistent, confident, and self-motivated.
- Strategic thinker with strong client empathy.
- Flexible, remote-first setup.
- High earnings potential for top performers.
- Professional development in advanced B2B and fintech sales.
- Clear progression to Senior Account Executive or Sales Manager roles.
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