Account Executive (Fast-paced Profitable Fintech, Move to Monterey, CA!)
Contract-to-Permanent | In-Office Only
Downtown Monterey, CA
Remote applicants will not be considered
About Us
We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.
In just a few years, we’ve grown to serve 25,000+ private companies, with $300B+ in assets under administration and $100B+ in valuations performed, adding over $5B in new valuations monthly. We are revenue-generating, profitable, and scaling fast.
The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.
Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.
About the Role
This role sits at the front door of our revenue engine.
As an Inbound Account Executive professional, you will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.
This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.
We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.
If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services, keep reading.
What You’ll Do
Be the First Impression
Own Inbound Lead Qualification
Support the Sales Process
Enable Scale
Who We’re Looking For
We’re looking for high-output professionals, not order-takers.
You likely are:
Experience & Skills
Non-Negotiables
Compensation & Growth
This is a contract-to-permanent role, with clear performance benchmarks for conversion to full-time.
Top performers will out-earn market averages and gain exposure rarely available this early in a career.
Why This Role Matters
Work directly with senior management.
You can make a very tangible difference.
You’ll learn from leaders in the industry.
You’ll be close to revenue, close to leadership, and close to the decisions that matter.
If you want a comfortable job, this isn’t it.
If you want to build skills, credibility, and momentum inside a category-defining firm—this IS it.
How to Apply
Submit your resume and a short note explaining why you’re a strong fit for an in-office, high-expectation sales role.
Candidates who clearly demonstrate urgency, polish, and motivation will be prioritized.
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