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Codex Linkedin · Posted 29d ago

Account Executive

New York City, New York, United States

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Indexed description

Role: Account Executive – Mid-Market

Location: New York, NY (Hybrid)

Total OTE: $230-320,000 (DOE)


Our client is a fast-growing FP&A software company transforming how finance teams plan, forecast, and make strategic decisions. Backed by strong customer adoption and continued investment, our client is expanding its go-to-market team and is seeking a high-performing Account Executive to drive new business across the mid-market segment.


This is a high-impact role for a consultative seller who thrives in a dynamic, growth-oriented SaaS environment and enjoys working with finance leaders to solve complex business challenges.


What You’ll Do

  • Own the full sales cycle from qualified opportunity through close for mid-market accounts
  • Engage CFOs, VPs of Finance, and FP&A leaders to understand their planning, forecasting, and reporting needs
  • Deliver compelling product demonstrations that clearly articulate business value and ROI
  • Build and manage a healthy pipeline through inbound leads, outbound prospecting, and strategic follow-up
  • Partner closely with Sales Development, Solutions Consulting, and Customer Success teams to drive successful outcomes
  • Accurately forecast revenue and maintain up-to-date CRM records
  • Consistently meet or exceed monthly and quarterly revenue targets


Who You Are

  • 3–7 years of closing experience in B2B SaaS sales, ideally selling to mid-market customers
  • Experience selling complex or workflow-driven software; FP&A, finance, or data platforms strongly preferred
  • Proven ability to manage multi-stakeholder sales cycles and navigate executive-level conversations
  • Consultative sales mindset with strong discovery and value-based selling skills
  • Highly organized, metrics-driven, and comfortable operating in a fast-paced environment

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