Your Money Line offers financial wellness solutions by combining AI-powered software with live expert coaching. The service helps employees navigate personal finance questions, improving their financial stability and reducing stress. Backed by Elevate Ventures.
About the role
Our growing company is searching for an Account Executive to play a critical role in building new clients for Your Money Line on our Direct B2B sales team. You will own the full sales cycle—from discovery to close—and work directly with HR leaders, CFOs, and benefits decision-makers. In this role, you will work closely with the other sales team members and the marketing team to sell into a rapidly growing category (financial wellness).
What they're looking for
- Identifying and contacting sales prospects
- Creating new opportunities through inbound, events, 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
More about this role
Our growing company is searching for an Account Executive to play a critical role in building new clients for Your Money Line on our Direct B2B sales team. You will own the full sales cycle—from discovery to close—and work directly with HR leaders, CFOs, and benefits decision-makers. In this role, you will work closely with the other sales team members and the marketing team to sell into a rapidly growing category (financial wellness). This role reports directly to the Head of Sales at YML and is primarily in-person at Your Money Line’s Indianapolis headquarters.
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner®, YML is dedicated to making...
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