Account Executive
Remote US
Sales /
Full-time /
Remote
There is no deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.
Location: US Remote
Salary: $70,000-80,000 per year, depending on experience and location
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 30-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is up to 3 hours.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
$70,000 - $80,000 a year
About Us:
We're Zocks, an AI-based platform changing the world of financial services. Our platform helps Financial Service professionals better serve their clients, save time, and accelerate their business. We use AI to bridge human conversations with business systems, saving hundreds of hours per year for our customers. We are venture-capital backed, and our founding team has experience from leading technology companies like eMoney Advisor, Riskalyze, Microsoft, Twilio, Ustream (acquired by IBM), and Hearsay Systems.
Why we’re hiring for this role:
We’re scaling fast and need Account Executives who can take qualified leads and turn them into long-term, happy customers. You’ll be the trusted advisor guiding prospects through the sales process—from tailored demos to closing contracts. If you’re a strong communicator who loves turning curiosity into commitment, this role gives you the chance to directly shape Zocks’ revenue growth.
What You’ll Do:
Take qualified opportunities from SDRs and guide them through the sales cycle.
Run engaging, tailored product demos.
Handle objections with confidence and professionalism.
Manage CRM records with detailed notes and accurate pipeline tracking.
Negotiate and close deals to meet and exceed monthly quotas.
Build and maintain strong client relationships post-sale, ensuring satisfaction and identifying upsell opportunities.
Provide feedback to improve sales playbooks and processes.
Qualifications:
2+ years in Financial Services or SaaS sales (closing role preferred).
Familiarity with the challenges of financial advisors or fintech professionals
Strongdemo, presentation, and negotiation skills.
Proven ability to hit or exceed quotas.
Comfortable in a high-growth, dynamic environment.
Apply today to be part of Zocks AI’s mission to transform the future of Financial Services!
We are an equal opportunity employer and never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. At Zocks AI, we value diversity and believe it enhances our creativity, innovation, and overall success. We encourage all qualified people to apply.
