• Drive client acquisition and account growth within the Financial Services sector • Identify and engage new business opportunities • Build and maintain a strong pipeline of target accounts • Serve as the primary relationship owner for clients • Stay informed on industry trends and competitor offerings

Role Description Spiro is seeking an Account Executive who knows the flaws of CRMs. At Spiro, we know traditional CRMs slow sales teams down and we built our AI-powered platform to fix that. Spiro proactively guides reps, automates data entry, and helps teams close more deals with less administrative pain. As an Account Executive, you’ll introduce sales teams to a better way of selling, one where the technology works for them, not the other way around. If you’ve ever hated filling out a CRM, you’ll love helping others escape it. - Full-Cycle Sales: Manage the entire sales process—from lead generation to closing deals and coordinating a seamless transition to the customer success team. - Prospecting: Develop and engage new leads through thoughtful outreach, referrals, and targeted campaigns. - Product Demonstrations: Deliver tailored, solution-focused demos that clearly articulate value. - Consultative Selling: Identify customer needs and align solutions to address specific business challenges. - Pipeline Management: Maintain accurate records, track performance, and forecast revenue in CRM (you'll use Spiro's proprietary CRM here). - Market Awareness: Stay informed on industry trends, customer needs, and competitive landscape. - Team Collaboration: Work closely with marketing, product, and customer success to refine messaging and support a cohesive customer journey. Qualifications - 2-5+ years of experience in SaaS sales with a consistent track record of meeting or exceeding goals. - Experience managing the complete sales cycle, from outreach to signed agreement. - Proficient in using CRM systems to manage pipelines, log activities, and accurately forecast revenue - you'll learn ours! - Strong communication and presentation skills, with experience delivering customer-focused product demos. - A proactive, organized approach and enthusiasm for contributing to a purpose-driven, growth-minded team. Requirements - 1-2 years of experience in CRM or AI SaaS. - Understanding of MEDDPICC or other sales qualification methodologies. - Strong analytical skills to assess pipeline performance and improve sales strategies. Benefits - Health and Wellness: Comprehensive Health Coverage: Coverage begins on your first day of employment. - Retirement Savings: - 401K Plan (US): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - RRSP (CAN): We match 1:1 for the first 3% of contributions and 0.5:1 for the next 2%. Contribute 5% of your salary and get a 4% match. Choose from pre-tax and Roth options. You’re eligible the first of the month after 90 days and immediately vested. - Paid Time Off: Flexible PTO: Enjoy uncapped paid time off to balance your work and personal life. - Parental Leave: 12 weeks paid leave for all employees. - Remote Work Support: Monthly Stipend: Receive $75 USD / $140 CAD per month for phone and internet if you work remotely. - Holidays: Generous Holiday Schedule: Benefit from an extensive list of holidays to recharge and spend time with loved ones.

• Deliver quality and tailored demonstrations of Workshop to prospects based on the prospects needs and priorities • Supplement your pipeline by completing lead generating activities including cold calls, emails, and social touches • Meet or exceed your monthly quota • Following up with prospects several times throughout the sales cycle to ensure needs are being met • Compiling and analyzing data to find trends • Developing sales strategies and achieving sales targets • Staying current on company offerings and industry trends • Maintaining accurate CRM records for contact and deal management • Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience • Handling objections and negotiations

• Prospect daily through 150+ outbound calls/day • Identify and engage decision-makers (owners, agency leaders, sales managers) • Run full-cycle sales: rapport → discovery → pitch → objection handling → close • Sell subscription-based, real-time lead programs (recurring revenue) • Build a pipeline, manage follow-ups, and maintain clean notes in the CRM • Use email + phone + messaging to drive urgency and next steps • Track your activity and performance metrics and consistently hit targets • Participate in training, coaching, call reviews, and continuous improvement