Account Executive

Who We Are At Inclined, we’re using technology to transform the 150-year-old life insurance market. We’re focused on the $1T+ in cash value held in whole life insurance policies and addressing long-standing inefficiencies in how that capital is accessed. Our platform provides a seamless, tech-enabled way for policyholders to access liquidity while preserving the tax advantages of their policies. We’re a well-funded startup founded by leaders across fintech, SaaS, and insurance—including the co-founder of Strava and Guidewire. Account Executive (FinTech / SaaS) We’re looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms. This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value. You will own the full sales cycle—from prospecting and onboarding to expansion—and act as a trusted partner to your customers (financial advisors, their teams, and policyholders), helping them leverage Inclined’s platform to better serve their clients. What You’ll Do · Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets · Drive new business acquisition while expanding and deepening existing accounts · Lead a high-velocity, consultative sales process from initial outreach through onboarding and activation · Conduct product demos, presentations, and group sessions to communicate platform value · Build strong, long-term relationships with advisors and key stakeholders · Act as a strategic advisor by understanding customer needs and aligning them with Inclined’s solutions · Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions · Identify opportunities to scale adoption within organizations through multi-threading and stakeholder engagement · Maintain accurate pipeline and activity tracking within CRM systems · Stay current on product updates and effectively communicate new features and best practices What We’re Looking For · 2–5+ years of experience in SaaS, fintech, or consultative B2B sales · Proven ability to manage a full sales cycle and close deals in a fast-paced environment · Strong communication skills, with the ability to simplify complex concepts for diverse audiences · Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED) · Comfortable with outbound activity, including 200+ dials per month · Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude) · Highly self-motivated, organized, and able to manage multiple priorities · Data-driven, with disciplined CRM and pipeline management habits · Collaborative team player with a strong sense of ownership and accountability · Strong desire to win; scrappy, resourceful, and persistent in achieving goals Nice to Have · Experience selling into financial services or working with financial products Additional Requirements · Willingness to travel (~25–30%) for sales meetings, presentations, and events Why You’ll Love Working at Inclined · Opportunity to help shape company culture and growth · Competitive salary and equity package · Comprehensive medical, dental, vision, and life insurance benefits · Generous vacation and holiday policy · 401(k) and education on retirement planning Compensation: Salary and performance-based commissions based on volume production relative to annual targets

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