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Snap Projections is developing the financial planning platform of the future. By enabling complex financial planning calculations through a modern, intuitive, and powerful interface, Snap Projections equips advisors with a means to effortlessly implement both simple and complex financial plans, which can be easily adjusted in real-time during a face-to-face client engagement. This modern, transparent and customer-centric approach made available by Snap is disrupting the traditional approach to financial planning, making it efficient, collaborative and impactful. We are a quickly growing 10 person remote team focused on developing solutions that matter, solving real problems and creating products our customers love.
We’re looking for someone who has some experience in sales, prospecting and closing, and is either an Account Executive or is looking to make the transition to Account Executive in the coming year or so. You’ll help us engage inbound leads, do discovery calls, demos, reach out to partners and mid-sized accounts and take some deals to close.
You will also become an expert on how to engage financial advisors, and how to run sales efficiently in a product-led model. You won’t just be a cog in a big machine, you’ll be an essential component of executing our GTM strategy.
If you’ve included everything requested in your email and your application is solid, I’ll reach out and we’ll jump on a Zoom call. The rest of the interview process will continue from there.
I hope we get a chance to work together.
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Position: Account Executive.