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Codex Linkedin · Posted 1mo ago

Senior Account Executive

New York City, New York, United States

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Indexed description

Senior Account Executive


A fast-growing B2B SaaS company transforming how finance teams operate through a modern Business Planning platform. By automating reporting, enabling cross-functional collaboration, and simplifying forecasting, the platform empowers organizations to shift from manual work to strategic decision-making.


As the company continues to scale its go-to-market team, they are hiring an Account Executive to focus on mid-market and enterprise customers. This is a full-cycle sales role with ownership across both inbound and outbound motions, working closely with senior finance leaders including CFOs, Heads of Finance, and FP&A teams.


This role offers strong visibility, high ownership, and the opportunity to sell a mission-critical solution in a high-growth environment. You will manage the full sales lifecycle from prospecting and discovery through demo, negotiation, and close.


What You’ll Do

• Own full-cycle sales: Manage deals from initial outreach through close across mid-market and enterprise accounts

• New business focus: Drive net-new revenue and consistently achieve monthly, quarterly, and annual targets

• Pipeline generation: Build and maintain pipeline through a mix of inbound leads and outbound prospecting

• Sales execution: Lead discovery calls, product demonstrations, executive presentations, and negotiations

• Stakeholder management: Engage and influence multiple decision-makers across finance and leadership teams

• Lead management: Handle inbound opportunities while proactively sourcing new business

• Product expertise: Develop a deep understanding of the platform and articulate value clearly to prospects

• Cross-functional collaboration: Partner with product and internal teams to relay customer feedback and market insights

• Forecasting: Maintain accurate pipeline tracking and forecasting

• Startup mindset: Operate with urgency and adaptability in a fast-paced, evolving environment


What We’re Looking For

• 4+ years of quota-carrying experience in B2B SaaS sales

• Proven track record of consistently hitting or exceeding quota

• Experience closing 4–8 deals per quarter with 2–6 month sales cycles

• Strong consultative selling approach with the ability to navigate complex deals

• Experience engaging with senior stakeholders (CFO, Head of Finance, FP&A, etc.)

• Ability to manage multiple stakeholders and sales processes simultaneously

• Comfortable generating your own pipeline in addition to inbound support

• Strong communication, presentation, and analytical skills

• High adaptability and ability to thrive in a high-growth environment


Nice to Have

• Experience selling into the Office of the CFO or finance teams

• Background in FP&A, financial systems, or data-driven SaaS platforms

• Experience in an early-stage or scaling go-to-market environment

• Strong understanding of financial planning, reporting, or analytics workflows

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