Account Executive

Your Money Line
Indianapolis
3-5 years
Sales
Full-time

Job Description

Location: Indianapolis – Hybrid or Remote    Our growing company is searching for an outgoing, motivated, and spirited Account Executive to join our direct sales team. The Account Executive will be directly responsible for bringing on new clients, prospecting, running discovery and demo calls, and leading prospective customers through the entire sales process from lead to close. This is a hunting role.   About Your Money Line:   Money is stressful. We’re on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by Allos Ventures, First Trust Capital Partners, CareSource, and Elevate Ventures.   Winning Attributes of a YML Account Executive:  
  • Tenacious – We are relentless in our pursuit, always remaining professional, but never giving up easily on a potential win. 
  • Resilient – We learn from each opportunity win or lose and get better each day.
  • Adaptable – We are flexible as the market shifts, or client needs change, or new products are released. We work to understand the changes and improve our business acumen and situational fluency.
  • Curious – An innate belief that learning deeply about our clients will allow you and our company to better serve and support them.
  • Results Oriented -We constantly drive efforts towards meeting goals and are open to new processes and ideas which will allow us to achieve those goals.
  Responsibilities include:  
  • Identifying and contacting sales prospects.
  • Creating new opportunities through networking, referrals and outbound efforts.
  • Handle inbound requests from accounts that want to learn more about us and outbound prospecting to ideal clients.
  • Run discovery, qualification, demo, and negotiation calls with prospective buyers.
  • Manage the end-to-end deal cycle with our customers.
  • Exceed activity, pipeline, and revenue goals on a quarterly basis. 
  • Work with internal leadership to develop world-class products and processes.
  • Track all opportunity and customer details including use case, purchase time frames, next steps, and forecasts in CRM (Salesforce).
  To be successful in this role, the preferred qualifications include:  
  • Prior success working in a dynamic startup environment.
  • 3+ years of overperformance in a direct B2B selling role.
  • 2+ year track record of success selling to HR leaders (VP and above).
  • Validated quota achiever (top 10% in your company).
  • Successful history of building pipeline through networking, referrals, and cold outbound.
  • Proven ability to convert qualified inbound to won opportunities at a high conversion rate.
  • Excellent communication, organization, time management, and people management skills.
  • Quick learner, strong business acumen, and can wear “multiple hats” each day.
  • Self-starter with the ability to initiate and run on your own, but isn’t afraid to raise your hand and ask for help when needed.
  • Willingness to travel as needed.
  • Experience selling to HR professionals within the healthcare field is a plus.
  Benefits:  
  • Competitive base and commission pay
  • Medical Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • 401k with a 4% match
  • Company equity options
  • Monthly technology stipend [Remote employees]
  • Unlimited wellness time off
  • 20 days of paid time off annually
  • Volunteer time off
  • Paid holidays
  • Flex holidays
  • Paid maternity, paternity, and adoption leave
  • HSA and employer HSA contribution
  • Dependent care flexible spending account 
  • Office snacks
  • Regular employee events
  • Fun startup culture
  • Voted a “Best Place to Work in Indiana” 2023, 2024
  If you feel you meet these qualifications, you get excited by the idea of helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we’d love to meet you.   

Company Information

Money is stressful. We’re on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by Allos Ventures, First Trust Capital Partners, CareSource, and Elevate Ventures.

Account Executive

Your Money Line
Indianapolis
3-5 years
Sales
Full-time

Job Description

Location: Indianapolis – Hybrid or Remote    Our growing company is searching for an outgoing, motivated, and spirited Account Executive to join our direct sales team. The Account Executive will be directly responsible for bringing on new clients, prospecting, running discovery and demo calls, and leading prospective customers through the entire sales process from lead to close. This is a hunting role.   About Your Money Line:   Money is stressful. We’re on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by Allos Ventures, First Trust Capital Partners, CareSource, and Elevate Ventures.   Winning Attributes of a YML Account Executive:  
  • Tenacious – We are relentless in our pursuit, always remaining professional, but never giving up easily on a potential win. 
  • Resilient – We learn from each opportunity win or lose and get better each day.
  • Adaptable – We are flexible as the market shifts, or client needs change, or new products are released. We work to understand the changes and improve our business acumen and situational fluency.
  • Curious – An innate belief that learning deeply about our clients will allow you and our company to better serve and support them.
  • Results Oriented -We constantly drive efforts towards meeting goals and are open to new processes and ideas which will allow us to achieve those goals.
  Responsibilities include:  
  • Identifying and contacting sales prospects.
  • Creating new opportunities through networking, referrals and outbound efforts.
  • Handle inbound requests from accounts that want to learn more about us and outbound prospecting to ideal clients.
  • Run discovery, qualification, demo, and negotiation calls with prospective buyers.
  • Manage the end-to-end deal cycle with our customers.
  • Exceed activity, pipeline, and revenue goals on a quarterly basis. 
  • Work with internal leadership to develop world-class products and processes.
  • Track all opportunity and customer details including use case, purchase time frames, next steps, and forecasts in CRM (Salesforce).
  To be successful in this role, the preferred qualifications include:  
  • Prior success working in a dynamic startup environment.
  • 3+ years of overperformance in a direct B2B selling role.
  • 2+ year track record of success selling to HR leaders (VP and above).
  • Validated quota achiever (top 10% in your company).
  • Successful history of building pipeline through networking, referrals, and cold outbound.
  • Proven ability to convert qualified inbound to won opportunities at a high conversion rate.
  • Excellent communication, organization, time management, and people management skills.
  • Quick learner, strong business acumen, and can wear “multiple hats” each day.
  • Self-starter with the ability to initiate and run on your own, but isn’t afraid to raise your hand and ask for help when needed.
  • Willingness to travel as needed.
  • Experience selling to HR professionals within the healthcare field is a plus.
  Benefits:  
  • Competitive base and commission pay
  • Medical Insurance
  • Dental and Vision Insurance
  • Life Insurance
  • 401k with a 4% match
  • Company equity options
  • Monthly technology stipend [Remote employees]
  • Unlimited wellness time off
  • 20 days of paid time off annually
  • Volunteer time off
  • Paid holidays
  • Flex holidays
  • Paid maternity, paternity, and adoption leave
  • HSA and employer HSA contribution
  • Dependent care flexible spending account 
  • Office snacks
  • Regular employee events
  • Fun startup culture
  • Voted a “Best Place to Work in Indiana” 2023, 2024
  If you feel you meet these qualifications, you get excited by the idea of helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we’d love to meet you.   

Company Information

Money is stressful. We’re on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by Allos Ventures, First Trust Capital Partners, CareSource, and Elevate Ventures.
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