Account Executive (Fintech Sales)

• Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
• Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
• Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
• Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.
• Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
• Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.
• Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
• Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
• Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
• Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
• Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.

• Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
• Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
• Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
• Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
• Knowledge of the retirement or financial services industry is a plus.
• Strong organizational skills and attention to detail.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.

$85,000-$125,000

*This base pay range is subject to change and may be modified in the future.

The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within this range depends on multiple factors, including, but not limited to, candidate’s prior education and relevant work experience and training as well as position location and local market demands.  Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the ‘Base Pay Range’ noted above.