Account Executive - AI-Powered Financial Solutions

Location: Remote or Naples, FL

About FYIsoft

FYIsoft delivers AI-powered Analytics, Budgeting, and Financial Reporting solutions that help organizations streamline financial processes, improve decision-making, and gain real-time insight into enterprise data.

Our cloud-based platform integrates with multiple ERP systems and supports complex financial environments across mid-market and enterprise organizations. As demand for AI-driven financial solutions continues to grow, FYIsoft is expanding its sales organization and seeking high-performing Account Executives to drive new business growth.

Position Overview

FYIsoft is seeking a motivated, results-oriented Account Executive with experience selling financial software solutions to finance and accounting professionals.

This role is ideal for a consultative sales professional who thrives in a fast-paced environment, enjoys engaging with executive stakeholders, and understands how AI and analytics are transforming the Office of Finance.

The Account Executive will be responsible for generating new business opportunities, managing the full sales cycle, and positioning FYIsoft’s AI-powered financial solutions to prospective customers.

Key Responsibilities

• Identify, prospect, and qualify new sales opportunities within target markets
• Manage the full sales cycle from initial outreach through contract negotiation and close
• Conduct compelling product demonstrations and executive presentations both virtually and in person
• Engage effectively with C-level executives, including CFOs, CIOs, CEOs, and finance leadership teams
• Position FYIsoft’s value proposition against competitive solutions
• Demonstrate business value and ROI for prospective customers
• Collaborate with Marketing, Product, and Consulting teams to support sales initiatives
• Maintain accurate pipeline activity, forecasting, and opportunity tracking within CRM systems
• Stay informed on market trends, financial technology innovations, and AI-driven analytics solutions
• Travel as needed for customer meetings, conferences, and industry events

Qualifications

Preferred Skills & Attributes

• AI and technology savvy with interest in modern financial analytics platforms
• Strong prospecting and “hunter” mentality with proven ability to generate new business
• Excellent communication, presentation, negotiation, and closing skills
• Highly organized, self-motivated, and results-driven
• Strong consultative and value-based selling capabilities
• Ability to thrive in a collaborative, entrepreneurial environment
• Professional presence and confidence presenting to executive audiences
• Strong prospecting skills desired

Experience & Education

• 5+ years of successful software sales experience in one or more of the following areas:
• Financial Reporting
• ERP Solutions
• Budgeting & Planning
• Analytics / Business Intelligence
• Accounting or Finance Software
• Proven track record of achieving or exceeding sales quotas
• Working knowledge of accounting, finance, and reporting processes
• Experience with solution-based or consultative selling methodologies
• Bachelor’s degree required
• MBA or advanced business/finance education preferred

Why Join FYIsoft?

FYIsoft offers a high-growth, entrepreneurial culture where employees have the opportunity to directly impact company success while advancing their careers in the rapidly growing AI and financial technology space.

Benefits Include:

• Competitive compensation package
• Commission and bonus opportunities
• Paid Time Off and company holidays
• 401(k) plan with company participation
• 100% company-paid employee health, dental, life, and short-term disability insurance
• Additional voluntary benefits including:
• Long-term disability
• Vision insurance
• Critical illness coverage
• Hospital indemnity plans
• Bonus and stock option potential

Additional Information

Only candidates selected for further consideration will be contacted. Employment offers are contingent upon successful completion of a criminal background check.

FYIsoft is a drug-free workplace and an Equal Opportunity Employer (M/F/V/H).