Outside Sales Account Executive-San Diego, CA
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San DiegoSenior6+ yrsContract
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The job in short
Account executive sales in San Diego.
ExcelSalesforceTaxMarketingInsurance
Details
- Found
- 28 d ago · posted 2026-10-03
- Location as listed
- San Diego, California, United States
- Role
- Account Executive
- Pay (as listed)
- $75,000 a year
- Source
- The company’s own careers site
Full description
Essential Duties and Responsibilities:
• Acquire new restaurant/club/bar accounts within a defined territory by closing deals for business solutions such as merchant cash advance and marketing services through outside sales efforts.
• Develop and manage a pipeline of prospects throughout assigned geography, set up in-person meetings with decision makers to discuss products/services and move the sales process forward.
• Ability to make a great first impression and maintain active engagement with new and existing leads; innate ability to build relationships by interacting with prospective clients.
• Meet weekly and monthly sales objectives (cold calls, appointments, presentations & closed deals).
• Collaborate with account managers, internal contract operations, and inside sales representatives to ensure individual and company goals are met.
• Maintain awareness of all product developments, new services, and internal changes in policy, technology, and sales initiatives.
• Retain and manage performance of top 20% book of business to ensure client satisfaction.
• Manage all sales activity and follow up in our CRM system (Salesforce)
Qualifications:
• Bachelors Degree strongly preferred. High school diploma or general education diploma (GED) and 6 years of related experience; or Associates degree and 4 years of related experience required.
• 2 years of sales experience is required; experience cold-calling businesses that have a need for financial and marketing services products preferred.
• Proven experience in growing new business in a hunter mentality; aggressive and self-motivated to drive business in a remote outside sales environment.
• Structured methodology for acquiring new business, territory planning and pipeline management.
• Strong financial acumen and ability to have a confident discussion related to fees, acceptance, and finances.
• Excellent verbal, auditory and written communication skills, including the confidence to interact and make presentations with prospective clients in a way that projects differentiation in the marketplace.
• Proficiency in MS Office/Outlook and Salesforce or other CRM system.
• Valid drivers license and reliable vehicle required.
What We Offer:
• Compensation for this position includes:
• Base salary, determined based on a candidates experience and other factors. A reasonable estimate of the current range is between $75,000 and $80,000 annualized.
• Uncapped monthly commission and eligibility for additional prizes for winners of sales contests and annual Presidents Club.
• Transportation allowance paid on a biweekly basis
• Virtual work environment including all necessary technology (cell phone & laptop) to excel in a remote capacity.
• Competitive Paid Time Off and company holidays
• Generous dining reimbursement when you dine with our restaurant clients
• 401(k) plan with a company match
• Two medical plan options- Standard PPO or High Deductible Health Plan (HSA with company match for HDHP participants)
• Partnership with Rx n Go, offering certain prescriptions for free
• Two dental plan options and a vision plan
• Flexible Spending Accounts and a pre-tax commuter benefit program
• Accident, Critical Illness, and Hospital Indemnity Insurance Plans
• Short Term and Long Term disability
• Company-paid life insurance and AD&D insurance, supplemental employee, spouse, and child life insurance
• Employee Life Assistance Program
• Sales Academy We provide in-depth training to our new hires to learn as a group. Real life lessons and a thorough understanding of our products and solutions giving you vast confidence as you interact with clients. After all, your success is our Success.
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