Account Executive - Financial Services
Join Pennylane as an Account Executive to transform small businesses into users of their professional account.
Posted by employer 13 hours ago
First seen on Joblaze 1 hour ago
Last verified on the company career page 1 hour ago
What you'll build
- Identify priority clients
- Contact business leaders or administrators
- Explain the value proposition of the professional account
- Document actions in Salesforce
- Collaborate with internal teams
Must have
- Experience in SDR, customer success/AM
- Ability to manage a high volume of leads
- Strong organizational skills
- Comfortable on the phone
- Ability to explain financial products simply
Nice to have
- Knowledge of the banking world
Requirements
- Experience
- 2+ years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Joblaze summary
The Account Executive in Financial Services at Pennylane focuses on converting small business clients into active users of the company's professional account service, managing the process from lead identification to account opening. Key skills include experience in sales or customer success, strong organizational abilities, and proficiency with CRM tools like Salesforce. This role is suited for individuals with a background in sales and a familiarity with banking, who can handle a high volume of leads and collaborate effectively with internal teams. The position is part of a team dedicated to improving processes and achieving conversion goals.
Joblaze insights
- Listed today — first seen on Joblaze October 27, 2026. Last confirmed on Pennylane's careers page October 27, 2026.
Quick facts
- How much experience is required?
- At least 2 years of relevant experience for this Account Executive - Financial Services role.
- What seniority level is this role?
- Pennylane targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Account Executive - Financial Services role at Pennylane.
From the original posting
🛣️ Mission et objectifs
👀 Vision
Transformer tous les utilisateurs en utilisateurs du compte pro Pennylane,
Faire du compte pro une poche de revenu principal pour Pennylane.
🫡 Mission
L’équipe Compte Pro SME a pour mission de transformer les TPE clientes de Pennylane en titulaires d’un Compte Pro ouvert, depuis l’identification du lead jusqu’à l’acceptation du dossier et l’ouverture effective chez Swan.
🎯 Objectif
L’équipe est objectivée sur le nombre de compte pros ouverts.
🖼️ Périmètre et responsabilités
Identifier les clients prioritaires ;
Contacter les dirigeants ou administrateurs ;
Comprendre leur situation bancaire et leurs besoins ;
Expliquer la proposition de valeur du Compte Pro ;
Traiter les objections courantes ;
Accompagner le démarrage du parcours ;
Suivre le statut Swan ;
Documenter les actions dans Salesforce ;
Collaborer avec FST, Swan, Marketing, Ops ; Produit
Contribuer à l’amélioration du playbook (scripts, méthodologies …) et du funnel ;
Contribuer à l’amélioration des process.
reporting et création d’équipe
🫵 Profil recherché
Expérience en vente SDR, customer success/AM (avec appétence acquisition) ;
Connaissance monde bancaire est un plus ;
Capacité à gérer un volume important de leads ;
Très bonne organisation ;
Aisance au téléphone ;
Capacité à expliquer simplement un produit financier ;
Rigueur CRM ;
Goût pour les objectifs de conversion ;
Capacité à travailler avec des équipes internes et des prestataires ;
Capacité à identifier un blocage et à escalader au bon interlocuteur.
🇪🇸 Datos personales
Standard company text repeated across Pennylane's postings is omitted here.