Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Account Executive image - Rise Careers
Job details

Account Executive

Our mission is to increase the success rate of small businesses. Traditional banking has been a growth limiter rather than a growth enabler for business owners, and we’re changing that. Relay is the all-in-one, collaborative money management platform. We’re building for employer SMBs and their finance function, internal and external, and are focused on delivering a human-centric customer experience. Ultimately, we help SMBs be ‘on the money'.


We are looking for an Account Executive who thrives on championing the success of small businesses. If you're fueled by the passion to make a difference, have a proven track record of sales excellence, and are committed to building trusting relationships with business owners and their accountants and bookkeepers, then Relay is the place for you!


Joining Relay means an opportunity to make a huge impact in building solutions with the potential to reach 29 million small businesses across North America. You will play a pivotal role in Relay’s growth journey by leveraging your sales expertise to empower small businesses. As an advocate for their success, you'll forge enduring relationships, understanding their unique needs while delivering tailored solutions.


What You’ll Be Doing:
  • Manage the full sales cycle and be responsible for new business acquisition
  • Become an expert in our product and industry to advise business owners and their accountants and bookkeepers in a high-trust manner while aligning their goals/objectives with our product capabilities 
  • Sell on value vs. technical functionality 
  • Close business with new and existing customers 
  • Go above and beyond just delivering your quota and strategize with team members to innovate and improve the overall sales process
  • Cross-functionally work with internal departments such as Business Development, Marketing, Revenue Operations, and Sales Enablement


Who You Are:
  • You have 2+ years of full sales cycle experience, ideally industry-related and selling directly to accountants and bookkeepers
  • You have a consultative sales approach
  • You have experience with strategic account-based prospecting and outbound sales
  • You are proficient with CRM software and other sales-related tools (e.g. Salesforce, Groove, ZoomInfo, etc.)
  • You enjoy collaborating with other departments and mentoring/coaching junior team members
  • You have strong interpersonal skills, a growth mindset, and the ability to adapt to constant change 


Bonus Points:
  • You have prior experience in fintech, accounting software or a neobank
  • You have worked with SMBs in North America
  • You are proficient in Spanish

Research shows that women-identifying and other marginalized individuals tend to only apply when they meet 100% of the qualifications; if you don't have all the listed qualifications, we encourage you to apply anyway!


Our Commitment To You:
  • Competitive salary and meaningful equity: Relay employees are Relay owners, complete with equity and a competitive salary. 
  • Comprehensive health benefits: enjoy full health benefits from day one. We offer flexible Health or Wellness Spending Accounts and medical, dental, and vision coverage for you and your dependents.
  • Flexible vacation and time off: every team member starts with 15 vacation days and 5 flex days to use as needed, plus an extra week of office closure during the end-of-year holidays so you can take time off to recharge and come back better for our customers.
  • Parental leave with top-up: we offer 12 weeks off with a 100% salary top-up for all full-time employees, regardless of location, and accessible for all parents: birthing, non-birthing, and adoptive.
  • Hybrid work environment: we value meaningful collaboration and connection at our Vancouver office (WeWork) twice a week, with lunch, snacks, and beverages on us. We also enjoy time together in our Toronto office – you'll come to Toronto for onboarding, once a quarter, and for our summer and winter events (travel and accommodations are covered).
  • Dog-friendly space: can dogs really make you happy and healthy? We don’t know for sure, but since we don’t want to chance it, our Toronto office is 100% floof-friendly.
  • Personal and professional growth: through ongoing feedback, mentorship, and coaching, work with peers and leaders who are invested in your growth and success. 
  • Top-tier equipment: as a Mac-first company, our Toronto offices have everything you need to produce your best work comfortably, from multiple screens to ergonomic seating.
  • Social connection: we believe in celebrating our wins with two annual company-wide get-togethers, quarterly team events, happy hours, and special events and networking opportunities with industry leaders.

We’re driving real change for small business owners, powered by truly remarkable people. At Relay, you’ll find the confidence to take changes, trust to take initiative, and the support you need to build a career you love. Here, we make sure every team member feels empowered to make big decisions, encourage to ask tough questions, and challenged to take risks that result in work we’re all proud of. We give you the baton–you run the Relay.


The Interview Process:
  • Stage 1: A 30-minute Google Meets video call with a member of the Talent team
  • Stage 2: A 45-minute Google Meets video call with the Director of Sales
  • Stage 3: A take-home case study followed by a presentation to our Sales team in a 60-minute Google Meets video call
  • Stage 4: A 30-minute Google Meets video call with a member of the Leadership team


What’s Important to Us:

At Relay, we believe that diversity is key to building high-performing teams, and creating an inclusive work environment is our priority. We are an equal-opportunity employer and we welcome people of diverse backgrounds, perspectives, and skills.


We will work with applicants to provide accommodations at any stage of the hiring process. If you require accommodations during the interview process, please email your People Team contact, and we will work with you to meet your needs.

Average salary estimate

$75000 / YEARLY (est.)
min
max
$60000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Executive, Relay Financial

Join Relay as an Account Executive in vibrant Vancouver, BC, where you’ll play a vital role in transforming the way small businesses manage their finances. At Relay, our mission is to empower small businesses by providing an innovative, all-in-one money management platform. We believe that traditional banking shouldn't stifle growth, and that’s where you come in! If you have a passion for supporting small business success and a solid background in sales, you’ll fit right in. In this role, your expertise will drive new business acquisitions as you foster relationships with business owners, accountants, and bookkeepers. You'll become a trusted advisor, helping clients understand how our human-centric solutions can align with their needs and objectives. Relay offers the chance to make meaningful connections while managing the full sales cycle. But it doesn’t stop there! You’ll collaborate with diverse internal teams to innovate our sales process and find solutions that truly resonate with our clients. If you have a consultative approach and enjoy strategizing with others, we can't wait to meet you. With a commitment to diversity and a supportive hybrid work environment, Relay is not just a workplace; it’s a community dedicated to seeing you grow and thrive. So if you’re ready to take the next big step in your sales career while making a genuine impact in the lives of small business owners across North America, Relay is your new home!

Frequently Asked Questions (FAQs) for Account Executive Role at Relay Financial
What does an Account Executive do at Relay?

As an Account Executive at Relay, you will manage the entire sales cycle, focusing on acquiring new business while fostering relationships with accountants, bookkeepers, and small business owners. Your primary goal is to understand their unique needs and provide customized solutions that align with Relay's innovative financial platform.

Join Rise to see the full answer
What qualifications do I need to apply for the Account Executive position at Relay?

To qualify for the Account Executive role at Relay, you should have at least 2 years of full-cycle sales experience, ideally within the fintech or accounting sectors. A background in consultative sales and familiarity with CRM software like Salesforce is highly desirable to navigate client relationships effectively.

Join Rise to see the full answer
How does Relay support the professional growth of Account Executives?

Relay prioritizes personal and professional growth for Account Executives through mentorship, ongoing feedback, and a collaborative environment. You'll have opportunities to work closely with senior team members and participate in skill-building workshops to enhance your sales expertise.

Join Rise to see the full answer
What is the sales approach for Account Executives at Relay?

At Relay, Account Executives adopt a consultative sales approach, emphasizing value over technical features. You will work to build trust and rapport with clients, ensuring that the solutions presented are tailored to meet their business objectives and drive success.

Join Rise to see the full answer
What does the work culture look like for an Account Executive at Relay?

The work culture for Account Executives at Relay is dynamic and inclusive. You’ll find a supportive environment that encourages collaboration, celebrates successes, and values diversity, ensuring that every team member feels empowered and motivated to contribute their best work.

Join Rise to see the full answer
What kind of benefits does Relay offer to its Account Executives?

Relay offers a competitive salary, substantial equity, health benefits from day one, flexible vacation, and extensive parental leave policies. Additionally, you'll enjoy a hybrid work environment that includes collaboration days at our Vancouver office where snacks and lunch are provided.

Join Rise to see the full answer
How does the hiring process for Account Executives at Relay work?

The hiring process for an Account Executive at Relay includes several stages: an initial call with the Talent team, a conversation with the Director of Sales, a take-home case study, and a presentation to the Sales team. Finally, you’ll meet with a Leadership team member to discuss your fit for the company.

Join Rise to see the full answer
Common Interview Questions for Account Executive
Can you describe your experience with the full sales cycle?

When discussing your experience with the full sales cycle, be sure to highlight specific cases where you successfully managed each phase—from prospecting to closing. Provide examples of how you built relationships and tailored your approach to meet the needs of different clients to demonstrate your adaptability and consultative sales skills.

Join Rise to see the full answer
What strategies do you use for effective account management?

In answering this question, focus on your methods for maintaining strong relationships with clients. Discuss communication strategies, follow-up routines, and how you ensure you understand client needs, showing that you prioritize their success as well as your sales goals.

Join Rise to see the full answer
How do you build trust with clients in a sales setting?

Building trust is crucial in sales; share examples of how you have fostered relationships by being transparent, following through on promises, and providing value through your expertise. Highlight experiences where your consultative approach led to long-term partnerships.

Join Rise to see the full answer
What is your approach to prospecting new clients?

Your answer should cover the various methods you utilize for prospecting, including research, networking, and leveraging CRM tools. Emphasize a strategic mindset and any successful campaigns or tactics you've implemented that resulted in new client acquisitions.

Join Rise to see the full answer
How do you handle objections during the sales process?

Describe your approach to addressing objections by remaining calm, listening to concerns, and responding with well-thought-out solutions that align with the client's goals. Provide examples where you've successfully turned objections into sales opportunities.

Join Rise to see the full answer
What metrics do you track to measure your sales performance?

Discuss the key performance indicators (KPIs) you monitor, such as conversion rates, pipeline size, and customer satisfaction scores. Explain how you use these metrics to evaluate your effectiveness and to create strategies for continuous improvement.

Join Rise to see the full answer
How do you collaborate with other teams in your role?

Collaboration is essential; share examples of how you’ve worked with marketing, customer service, or product teams to align on goals, share insights from clients, and create a cohesive strategy that supports the overall business objectives.

Join Rise to see the full answer
Why do you want to work for Relay as an Account Executive?

When answering this, make sure to express your admiration for Relay's mission and values. Discuss how your skills and career aspirations align with the company's goals, emphasizing your passion for helping small businesses succeed and your excitement to be part of this innovative team.

Join Rise to see the full answer
Describe a time you exceeded your sales targets.

When answering, provide a specific example where you not only met but exceeded your sales targets. Share the strategies you employed, the challenges you faced, and the results you achieved to demonstrate your proactive approach and results-driven mindset.

Join Rise to see the full answer
What tools and technologies are you comfortable using in sales?

Discuss your proficiency with CRM software and any sales enablement tools such as Salesforce or ZoomInfo. Highlight how you’ve utilized these tools to streamline your sales process, improve efficiency, and gain insights into client behavior or needs.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 10 days ago
Photo of the Rise User
Posted 9 days ago
Photo of the Rise User
EverOps Remote San Francisco
Posted 10 days ago
Photo of the Rise User
Posted 6 days ago
Photo of the Rise User
Posted 11 days ago
Photo of the Rise User
Alo Yoga Hybrid Santa Clara, California, United States
Posted 12 days ago
Photo of the Rise User
Posted 12 days ago

Relay is turbocharged banking for small business. Open an account in minutes, issue corporate cards in seconds and automate your bookkeeping.

19 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 24, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!