Sales Account Executive

Job not on LinkedIn

🔥 42 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

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GELT

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

📣 Marketing

🛒 Retail

🤝 B2B

💰 Undisclosed on 2014-02

Marketing • Retail • B2B

GELT is a Spanish digital promotions and retail-media company that helps consumer packaged goods (CPG) brands run data-driven, measurable promotions (cashback rather than coupons) to millions of shoppers. The company collects real purchase data from consumers via its app, web and affiliate channels and uses Big Data algorithms to create highly granular audiences, targeted in-store and digital promotions, offline attribution, and market insights. GELT’s services are aimed at improving sell-in/sell-out, product launches and campaign ROI for brands through personalized promotions, retail analytics, and multi-channel execution.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.