Account Executive

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October 22

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Everfi

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Education • SaaS • B2B

Everfi is a digital education company that delivers interactive, standards-aligned online courses and workplace training focused on financial literacy, health & wellness, workforce readiness, STEM, and compliance topics. It partners with K–12 school districts, teachers, financial institutions, and employers to provide free or sponsored and white‑labeled programs, employee-volunteering opportunities, scholarships, and scalable customer education solutions. Everfi operates a data-driven SaaS platform with robust reporting and analytics to measure reach, engagement, and outcomes across education and corporate training initiatives.

201 - 500 employees

Founded 2008

📚 Education

☁️ SaaS

🤝 B2B

📋 Description

• Own the full sales cycle: Prospect, qualify, demo, propose, and close new business within your territory, managing 100 or more assigned accounts from top 1,000 financial institutions and others. • Leverage modern sales tech: Use AI-powered tools, CRM automation, and data-driven insights to optimize outreach, engagement, and forecasting. • Drive pipeline growth: Develop and execute territory plans using a blend of traditional prospecting and digital-first selling strategies. • Consult with purpose: Lead strategic, problem-first conversations with company and partner stakeholders to align EVERFI’s solutions with client goals. • Forecast with precision: Maintain accurate pipeline visibility and forecasting in CRM, with a focus on monthly and quarterly quota attainment. • Collaborate cross-functionally: Partner with Sales Development, Technology, Product, and Customer Success to deliver seamless account planning, strategy, buyer journey and customer experience. • Stay sharp: Continuously deepen your knowledge of EVERFI’s sales solutions, market trends, technology and competitive landscape to position value effectively. • Champion impact: Help clients understand the ROI of social impact and education initiatives, and how EVERFI helps them lead with purpose. • Travel as needed: Away from home travel up to 25% to prospect meetings, key account meetings, team meetings, conferences, and industry events.

🎯 Requirements

• Proven high-level sales expertise and a track record of owning large (over $100M) accounts. • Data-driven approach to building account plans and business solution proposals. • Comfortable using AI Co-Pilots for Sales, automation, and deal intelligence tools to enhance productivity and personalization. • At least 4 years of experience in solution-based sales or client-facing roles, with a proven track record of meeting and exceeding quotas. • Willingness and availability to travel away from home up to 25% of the time. • Experience managing $1M or greater deals and navigating complex, multi-threaded sales cycles. • Demonstrable consultative selling skills using modern sales frameworks. • Familiarity with modern sales tech stacks (Salesforce, HubSpot, ZoomInfo, Fireflies, Amplemarket, etc.). • Experience working in or with PLG (Product-Led Growth) motions is a plus. • Comfortable working in a remote-first, fast-moving environment. • Bachelor’s degree or equivalent experience required.

🏖️ Benefits

• Uncapped commission expected OTE (On Target Earnings) to be $350,000. • Base Salary: $120,000 to $140,000, depending on skills and experience. • Mission-driven work with real-world impact. • Competitive base salary plus performance-based bonus. • A modern, nationwide remote-first culture with flexible PTO. • 401(k) with employer match. • Comprehensive health, dental, and vision coverage. • Generous parental leave and wellness benefits.