Account Executive
Listed on 2026-01-24
-
Sales
Sales Development Rep/SDR, Business Development, Sales Representative, B2B Sales
Location
San Francisco, CA
Employment TypeFull time
Location TypeHybrid
DepartmentSales
Compensation- Estimated On Target Earnings $75K – $150K
• Offers Commission
Puzzle is redefining how companies navigate their financials. We've built cutting‑edge accounting software that empowers accountants and the founders they serve with real‑time, comprehensive financial insights. Our platform drafts books in real‑time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI‑powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs— we're on a mission to give businesses the tools they need to make informed financial decisions and drive success.
What We Are Looking ForIn order to help us accomplish this we're seeking a talented, high‑performing Account Executive based in the San Francisco Bay Area to join our growing sales team. This is a unique opportunity to combine the best of both worlds: driving a high‑volume, efficient sales process while tapping into the vibrant SF startup ecosystem through events and strategic partnerships. You'll be building relationships at industry gatherings, connecting with founders where they are, and turning those conversations into qualified pipeline.
This is your opportunity to join a well‑funded startup led by accomplished founders as we embark on this exciting journey.
What You'll Do:Sales Execution:
Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
End‑to‑End Sales Ownership:
Manage the full sales cycle— from prospecting, to qualification, to close— ensuring a seamless customer journey and handoff to Customer Success.
Event‑Driven Lead Generation:
Actively participate in and represent Puzzle at in‑person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
Customer Engagement and
Education:
Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
Data‑Driven Sales Management:
Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
Cross‑Functional
Collaboration:
Work cross‑functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.
Overall
Experience:
2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high‑velocity, transactional or product‑led growth environments, with a proven record of meeting or exceeding quota.
Location Requirement:
Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in‑person events, partner meetings, and networking activities on a regular basis.
Startup
Experience:
Ability to thrive in a fast‑paced environment, while working cross‑functionally and taking on substantial ownership.
Inside Sales
Skills:
Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
Event and Relationship Building:
Comfortable representing the company at in‑person events, building relationships face‑to‑face, and converting event connections into qualified pipeline.
Process and Results‑Oriented:
Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
Strong Communication and Objection Handling:
Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
Basic Accounting and Startup Knowledge (Preferred):
Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.
Experience with CRM and Sales Technology Platforms:
Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.)
Join Puzzle Financial at a pivotal growth stage where you'll…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).