Sales Account Executive

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🏄 California – Remote

🏄 California – Remote

⏰ Vollzeit

🟢 Junior

🟡 Mittelstufe

🧑‍💼 Vertriebsmitarbeiter

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GELT

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

Gegründet 2015

📣 Marketing

🛒 Einzelhandel

🤝 B2B

💰 Undisclosed im 2014-02

Marketing • Retail • B2B

GELT ist ein spanisches Unternehmen für digitale Promotionen und Retail-Media, das Marken von Konsumgütern (CPG) dabei unterstützt, datengesteuerte und messbare Promotionen (Cashback statt Gutscheine) für Millionen von Käufern durchzuführen. Das Unternehmen sammelt echte Kaufdaten von Verbrauchern über seine App, Web- und Affiliate-Kanäle und verwendet Big-Data-Algorithmen, um hochgradig granulare Zielgruppen, gezielte In-Store- und digitale Promotionen, Offline-Attributionen und Markteinblicke zu erstellen. GELTs Dienstleistungen zielen darauf ab, den Sell-in/Sell-out, Produktionen und das Kampagnen-ROI für Marken durch personalisierte Promotionen, Retail-Analysen und Multi-Channel-Execution zu verbessern.

Beschreibung

• Prospect, qualify, and close new client opportunities through inbound leads and targeted outbound efforts. • Own the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and close. • Consult with prospects to understand their financial and tax goals, articulating how Gelt’s services and solutions can help achieve them. • Maintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygiene. • Collaborate cross-functionally with the advisory tax team, Customer Success, and Marketing team to align on client needs and optimize the handoff process. • Meet or exceed monthly and quarterly sales targets and KPIs. • Stay up-to-date on industry trends, client personas, and Gelt’s evolving service offerings to deliver high-impact, value-driven conversations. • Champion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial service.

🎯 Anforderungen

• CPA (a must) • 2-5 years of full-cycle sales experience, ideally at a financial services, fintech, professional services, or SaaS company. • Proven track record of consistently meeting or exceeding quotas. • Strong consultative selling skills - ability to uncover pain points, articulate value, and tailor solutions to complex client needs. • Exceptional communication skills: clear, persuasive, and empathetic across verbal and written formats. • Organized, self-motivated, and comfortable operating in a fast-paced, growth-stage environment. • Experience working with CRM systems (e.g., HubSpot, Salesforce) and sales enablement tools. • Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail. • Financial services experience or familiarity with tax, accounting, or wealth management is a strong plus.

🏖️ Vorteile

• Gelt is redefining the future of tax optimization and financial wellness for high-income individuals, founders, investors, and growing businesses. • Simplifying complex tax strategies and empowering clients to build and protect their wealth efficiently. • Personalized advisory with cutting-edge technology to deliver proactive, high-value results.