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Account Executive (Fintech)



Sales & Business Development
San Diego, CA, USA
Posted on Wednesday, November 29, 2023


Do you thrive in a fast-paced environment where innovation meets results? Are you passionate about helping businesses reach their full potential?

As a trailblazing SaaS company in the field service industry, we're at the forefront of change, driving success in one of today's most resilient and rewarding sectors. Our all-in-one platform empowers field and home service businesses with tools to streamline scheduling, dispatching, invoicing, and customer communication – all in one place.

We’re looking for talented individuals who are excited to join our mission of making field service a breeze. Here is a glimpse into what it means to be a part of the Workiz team:

Collaborative Environment: We nurture a culture of collaboration and support, where ideas are highly valued, and teamwork is fundamental.

Dynamic Growth: Join a company on the fast track, experiencing exhilarating growth, perpetually evolving, and driving change.

Impactful Contributions: Witness the direct impact of your efforts on the success of our customers and the advancement of field service business management. At the end of the day, it’s all about the people. Our customers are at the heart of everything we do.

Who are you?

If you are a go-getting, quick learning, problem-solver with a love of selling products that customers need and providing excellent service to the customers you meet, come join our Fintech Account Team.

We are looking for an Account Executive (Fintech) who will be responsible for Workiz’s financial services (payment processing, expense cards, loans, and financing) for our current and new customers. This position will own the sales cycle of all current and future fintech products and will lead customers in the onboarding and expansion journey of Workiz's financial service products. You will be given a monthly sales quota and must be hungry to achieve and exceed these goals.

So, what will you be doing all day?

  • The Account Executive (Fintech) will be responsible for selling Workiz's embedded financial services products to the Workiz software customer base (both software prospects and existing customers).
  • The Account Executive (Fintech) must be a product expert in Workiz’s growing suite of financial services offerings.
  • The Account Executive (Fintech) will lead the consultative sales process to potential and existing customers, recommending and advising them on the Workiz Financial Services products that are best suited for them.
  • The Account Executive (Fintech) will reach out via phone, email campaigns, and scheduled meetings to customers to manage a pipeline of potential fintech sales deals.
  • You will lead the fintech pre sales process end to end by be demonstrating the products, explaining their value, negotiating prices, and closing the sale
  • You will assist customers to onboard the Workiz financial services products and its related software configuration capabilities.
  • You will serve as a customer success escalation point to ensure maximum retention of fintech products across our customer base
  • The Account Executive (Fintech) will be a knowledge hub for other customer facing teams (account execs, software on borders and success managers) to support the client relationship and meet their financial services needs
  • The Account Executive (Fintech) will provide customer feedback to the product teams on customer enhancement requests.


Ideally, we’re looking for

  • 2+ years experience in a sales or account management with a proven experience exceeding goals
  • Strong communication skills written/verbal; ability to establish rapport with customers at different levels, solely over email and via phone interactions
  • Ability to multitask - manage a large number of customers
  • Excellent creative problem-solving approach and strong analytical skills
  • Strong work ethic, ability to adapt to rapidly changing environments

These would also be nice:

  • Experience with Hubspot, SalesForce or other CRM software
  • Sales experience in Financial Services products
  • Experience working with SMBs

Compensation and Benefits

Market-level compensation based on experience [$85K-100K] On-Target Earnings.

  • Workiz provides a comprehensive benefits package, featuring employee stock options, Medical, Dental, and Vision coverage options, and up to a 4% match on 401k contributions.

Why Join Workiz?

Why Join Workiz?

We focus on empowering our team members, valuing each as a long-term investment. Emphasizing the importance of ongoing growth, we are dedicated to nurturing and training individuals, enabling them to exceed expectations in both skills and responsibilities.

Why You’ll Love Being a Workizer:

Fuel your passion (and have a blast doing it!): You won't just use a product you believe in, you'll work alongside a team that makes every day exciting!

Speak your mind! At Workiz, there are no bad ideas. We thrive on diversity of thought and love to see innovation take flight.

Celebrate the culture: Our team is a vibrant mix of backgrounds and experiences. Embrace the richness and learn from each other.

Work-life balance: Find your perfect rhythm with our hybrid model - 3 days on-site and 2 days remote working.

We take our work seriously, but we know how to let loose and celebrate our wins!


Fuel Up & Unwind: We keep our kitchen stocked with top-notch coffee and a variety of snacks to energize your day.

Four-Legged Friends Welcome: Bring your furry co-pilot to work and join our pack of friendly pups.

Bonding Beyond Desks: We believe in building strong teams, both inside and outside the office with our office book club, catered lunches and office happy hours.

Unleash Your Inner Gamer: Take a break and recharge in our game room, featuring a stocked fridge, a pool table, a dartboard, mini putting green, and gaming systems.

Inclusivity Statement

At Workiz, we believe that great ideas come from anywhere. We support a collaborative environment and value open participation from individuals with different ideas, experiences, and perspectives. We believe having a diverse team makes Workiz a more interesting and innovative place to work, and we strive to make Workiz a welcoming and inclusive place for all.