Account Executive (AE)

We're currently receiving a high volume of applications and carefully review each one. Please allow up to two weeks for us to get back to you. We appreciate your interest in joining team Clerkie as well as your patience!

About Clerkie

Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began with an app, aiming to help the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded its services and now pairs consumer guidance with cutting-edge B2B software. By pairing the two through the Clerkie network, these tools have become the go-to resource for creditors looking to manage loan losses while simultaneously helping millions of borrowers get out of debt.

Clerkie is a remote-first company, with nearly 30 employees spanning 4 time zones across the United States. To date, the company has raised $41 million, including a $33 million Series A round in early 2023. Investors include leading financial and venture institutions, including Citi Ventures, Left Lane Capital, Wellington Ventures, Flourish Ventures, and Vestigo Ventures.

About the role

As an Account Executive at Clerkie, you will play a pivotal role in driving our sales efforts and expanding our client base. You will be responsible for closing deals within our sales team, building connections with potential partners, and leveraging your expertise in at least two of the following areas: startup sales, enterprise sales, or sales within banks/collections. You will work closely with the Director of Business Operations and the broader sales team.

What you'll do

• Identify and pursue new business opportunities (while working in tandem with SDRs) and focus on target markets and industries.
• Build and maintain relationships with key decision-makers and stakeholders.
• Lead negotiations and close deals effectively to meet sales targets.
• Collaborate with cross-functional teams to ensure seamless execution and delivery of solutions to clients.
• Stay updated on industry trends, market dynamics, and competitor activities to inform sales strategies.

Who you are

• You can pivot on the fly. Clerkie is constantly evolving, so our priorities do, too. What you worked on last month may not be what you work on today, and that excites you. You’re not looking for a boring job.
• You have a “can do” attitude. Our teams create high-quality work on quick timelines. Owning a problem doesn’t scare you, but rather empowers you to take 100% responsibility for achieving our mission.
• You’ve got positive energy. You’re optimistic about the future and determined to get there.
• You’re never tired of learning.
• You appreciate direct communication and look for feedback. You’re both an active communicator and an eager listener.

What you'll need

• At least 2+ years of full-cycle sales experience in enterprise SaaS
• Demonstrated expertise in startup sales within the enterprise infrastructure space for large banks and collections agencies (preferred).
• Knowledge of the debt industry or a strong ability to build personal connections and close deals (preferred).
• Proven experience in sales, with a track record of success in closing deals and selling core infrastructure solutions to financial institutions.
• Ability to be a good and patient thought-partner that can gather product requirements and use cases from existing and potential FI partners.
• Ability to partner with the product team (PMs and Design) to put together new demos and new features in a fast pace environment.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to thrive in a fast-paced startup environment and work effectively within a small team.

Other adds

• Experience in consumer and personal finance, especially at a startup.
• Experience with Hubspot or similar CRM tools.
• Passion for Clerkie’s mission of empowering everyday families to manage their finances and get out of debt.
• Committed to being a part of something bigger than yourself.
• Excitement for being part of a small team and self-driven in a fast-paced environment.

Our salary range

• Salary: OTE $240-275

Additional compensation in the form(s) of equity and/or bonus are dependent on the position offered. Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skill set, and location.

Our benefits

• Competitive salary + equity
• Top-notch medical, dental, and vision
• 401k & retirement benefits
• Fully remote position
• Fantastic coworkers
• Annual destination company retreat
• You’ll have the opportunity to see how all aspects of the business operate and have the chance to be a part of a startup from the very beginning.

Our Process

Our hiring process is intentionally designed for you to interview Clerkie as much as our team is interviewing you. We've built a 5-step process that allows for a two-way assessment across skills, behaviors, values, technical ability, ways of working, and adaptability in a lean startup environment.

• Application (async candidate time)
• Recruiting Screen w/ People team (20-30 minutes via Google meet)
• Hiring Manager Meeting w/ our Business Operations Director (45 mins via Google meet)
• Take-Home Challenge and Live Review w/ Business Development teammates (challenge is async candidate time, live review is 1 hr via Google meet)
• Final Management Meeting w/ a member of our SLT (30 minutes via Google meet)

Before we extend any offers, all candidates must successfully complete a standard background check in addition to a reference check. These checks are conducted in tandem to ensure a safe, secure, and compliant environment for all Clerkie team members and stakeholders. We approach this stage with transparency and sensitivity, and candidates will be provided with clear information about the process.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.