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 We Need

Are you a driven sales professional with a passion for fintech and a proven track record of exceeding goals? Do you thrive in a fast-paced environment and enjoy building strong customer relationships? If so, join our growing Fintech Account Team at Workiz!

We are seeking a highly motivated Fintech Account Executive to drive sales of Workiz’s financial services (payment processing, expense cards, loans, and financing) to both new and existing customers. You will own the full sales cycle, from initial contact to onboarding and expansion, and will be responsible for achieving and exceeding monthly sales quotas.

Responsibilities

As a Fintech Account Executive, you will:

• Sell Workiz's embedded financial services products to our existing software customer base and new prospects.
• Become a product expert on Workiz’s suite of financial services offerings.
• Lead consultative sales processes, recommending and advising customers on the best-suited Workiz Financial Services products.
• Manage a pipeline of potential fintech sales deals through phone calls, email campaigns, and scheduled meetings.
• Lead the entire pre-sales process, including product demonstrations, value proposition explanations, price negotiations, and closing the sale.
• Assist customers with onboarding Workiz financial services products and related software configurations.
• Serve as a customer success escalation point to maximize fintech product retention.
• Act as a knowledge hub for other customer-facing teams (AEs, Onboarding Specialists, and CSMs) to support client relationships and meet their financial service needs.
• Provide customer feedback to the product team regarding enhancement requests.
• Collaborate with Account Executives on pre-sale enrollments.

Minimum Qualifications

• 2+ years experience in a sales or account management with a proven track record of exceeding goals.
• Strong written and verbal communication skills; ability to establish rapport with customers at all levels, primarily via email and phone.
• Ability to multitask and manage a high volume of customer interactions.
• A creative problem-solving approach and excellent analytical skills
• Strong work ethic and ability to adapt to rapidly changing environments.

Bonus Points

• Experience with CRM software (HubSpot, Salesforce, etc.).
• Direct sales experience in financial services products.
• Experience working with SMBs.
• Start-up experience

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!

Perks

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.

Compensation and Benefits

Market-level compensation based on experience $85,000 - $95,000 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.

Sick Leave: 5 days per year

Vacation Leave: 14 days per year plus 2 Floating Holidays to use each year

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.