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Outbound Account Executive – Smb Accounting/bookkeeping Focus jobs at Melio in United States, New York

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2 jobs found
19.08.2025
M

Melio Strategic Account Executive - UHV Payors United States, New York, New York

Limitless High-tech career opportunities - Expoint
4-6+ years of demonstrated success in sales and high-level account management. You're particularly adept at navigating the full sales cycle across diverse offerings, including cash flow management tools and subscription...
Description:

Qualifications:

  • 4-6+ years of demonstrated success in sales and high-level account management. You're particularly adept at navigating the full sales cycle across diverse offerings, including cash flow management tools and subscription models. Please highlight quantifiable sales achievements (e.g., quota attainment, revenue generated) in your resume.
  • Experience working with small, medium, and enterprise-sized businesses , preferably in startup environments.
  • Previous experience in payments or financial technology companies is advantageous.
  • A strong collaborator: You have experience working closely with teammates, marketing, payment operations, enablement, product, and other internal teams to align strategies based on customer feedback.
  • Hard-working with a 'never give up' attitude: We have a highly motivated team and a winning culture. You possess natural tenacity and a desire to succeed, setting the example for work ethic, initiative, enthusiasm, and commitment.
  • Genuinely Curious about Customer Businesses : You possess a natural drive to understand our customers' businesses, their unique needs, and their pain points. You excel at asking insightful questions to uncover these challenges across all levels of an organization, from C-level executives and key decision-makers to individual contributors.
  • Coachable: An openness to feedback and a desire for constant improvement are key to success here.
  • A Strong Communicator: You have the skills necessary to explain Melio’s value proposition in conjunction with financial concepts to a diverse set of audiences, and you're comfortable doing this virtually via video, phone, and/or in writing,and in person..
  • Knowledgeable about our target personas and industries: While our product is industry agnostic, we've had particular success within Wholesalers, Retail, Software, Logistics, and Construction.
  • Proficiency in sales and sales automation tools: e.g, Salesforce, Outreach.io, Gong.io, Apollo, LinkedIn Sales Navigator, Google Suite, and Tableau.

A day in the life and how you’ll make an impact:

  • Developing and executing strategic outbound prospecting initiatives to identify and engage with ultra-high-value businesses.
  • Researching opportunities, initiating discussions, building relationships, conducting compelling product demonstrations , managing onboarding cycles, and most importantly: closing deals! This is an end-to-end new and existing business sales role where you'll embrace all aspects from strategic planning to execution.
  • Managing inbound leads and nurturing existing client relationships , conducting in-depth account discovery calls to emphasize Melio.com's value proposition as the preferred solution for Accounts Payable and Receivable.
  • Hosting meetings with key stakeholders at a variety of relevant businesses for account setup, onboarding, product demonstrations, and user discovery sessions. As needed, traveling to conferences and for direct customer visits.
  • Collecting valuable customer feedback and requirements , translating them into actionable insights for internal stakeholders across product and operations.
  • Collaborating with internal teams to develop targeted outreach strategies tailored to specific audiences.
  • Exceeding monthly targets and helping create best practices to further scale out the UHV team.

The

About Melio USA:

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary range for this position is $100,000 - $110,000 with an additional variable bonus.
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
Show more
06.05.2025
M

Melio Outbound Account Executive – SMB Accounting/Bookkeeping Focu... United States, New York, New York

Limitless High-tech career opportunities - Expoint
2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments. Proven ability to hit and exceed quota in outbound/new business roles. Excellent communication and storytelling skills—both verbal...
Description:

Location: Hybrid in New York City(3 day in-office requirement)


Qualifications:

  • 2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments.
  • Proven ability to hit and exceed quota in outbound/new business roles.
  • Excellent communication and storytelling skills—both verbal and written.
  • Experience selling with a defined sales methodology (Sandler, Challenger, MEDDIC, etc.). Sandler is preferred.
  • Consultative mindset with the ability to identify real pain points and tailor value.
  • Experience with SMBs, accounting/bookkeeping firms, or financial platforms (QuickBooks Online, Xero, etc.) is a major plus.
  • Bonus points if you've sold payments software, AP/AR solutions, or worked with channel partners.

A day in the life and how you’ll make an impact:

  • Prospecting & Pipeline Generation
    • Identify and engage decision-makers through outbound outreach—cold calls, emails, and social selling (e.g., LinkedIn).
    • Build a robust pipeline of qualified leads using strategic prospecting and consistent follow-up.
    • Leverage tools and data to personalize outreach and increase response rates.
  • Discovery & Consultative Selling
    • Schedule and run discovery calls to uncover pain points and understand operational workflows.
    • Position Melio as a value-driven solution tailored to each customer’s business needs.
    • Act as a trusted advisor by deeply understanding prospects’ AP/AR challenges and how Melio solves them.
  • Product Demonstrations & Deal Execution
    • Deliver compelling, customized product demos that resonate with both technical and non-technical stakeholders.
    • Manage the full sales cycle—from first contact through commitment—with a focus on speed and precision.
    • Recommend solutions that align with business goals and deliver mutual value.
  • Target Achievement & Pipeline Management
    • Consistently meet or exceed monthly, quarterly, and annual sales targets.
    • Maintain accurate pipeline data in Salesforce for forecasting, reporting, and performance analysis.
    • Use insights from call recordings and CRM data to improve conversion rates and sales efficiency.
  • Customer Relationships & Feedback Loop
    • Build long-term relationships with key stakeholders.
    • Provide ongoing feedback from customer conversations to help improve product-market fit and go-to-market strategy.

About Melio USA:

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
Show more

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Limitless High-tech career opportunities - Expoint
4-6+ years of demonstrated success in sales and high-level account management. You're particularly adept at navigating the full sales cycle across diverse offerings, including cash flow management tools and subscription...
Description:

Qualifications:

  • 4-6+ years of demonstrated success in sales and high-level account management. You're particularly adept at navigating the full sales cycle across diverse offerings, including cash flow management tools and subscription models. Please highlight quantifiable sales achievements (e.g., quota attainment, revenue generated) in your resume.
  • Experience working with small, medium, and enterprise-sized businesses , preferably in startup environments.
  • Previous experience in payments or financial technology companies is advantageous.
  • A strong collaborator: You have experience working closely with teammates, marketing, payment operations, enablement, product, and other internal teams to align strategies based on customer feedback.
  • Hard-working with a 'never give up' attitude: We have a highly motivated team and a winning culture. You possess natural tenacity and a desire to succeed, setting the example for work ethic, initiative, enthusiasm, and commitment.
  • Genuinely Curious about Customer Businesses : You possess a natural drive to understand our customers' businesses, their unique needs, and their pain points. You excel at asking insightful questions to uncover these challenges across all levels of an organization, from C-level executives and key decision-makers to individual contributors.
  • Coachable: An openness to feedback and a desire for constant improvement are key to success here.
  • A Strong Communicator: You have the skills necessary to explain Melio’s value proposition in conjunction with financial concepts to a diverse set of audiences, and you're comfortable doing this virtually via video, phone, and/or in writing,and in person..
  • Knowledgeable about our target personas and industries: While our product is industry agnostic, we've had particular success within Wholesalers, Retail, Software, Logistics, and Construction.
  • Proficiency in sales and sales automation tools: e.g, Salesforce, Outreach.io, Gong.io, Apollo, LinkedIn Sales Navigator, Google Suite, and Tableau.

A day in the life and how you’ll make an impact:

  • Developing and executing strategic outbound prospecting initiatives to identify and engage with ultra-high-value businesses.
  • Researching opportunities, initiating discussions, building relationships, conducting compelling product demonstrations , managing onboarding cycles, and most importantly: closing deals! This is an end-to-end new and existing business sales role where you'll embrace all aspects from strategic planning to execution.
  • Managing inbound leads and nurturing existing client relationships , conducting in-depth account discovery calls to emphasize Melio.com's value proposition as the preferred solution for Accounts Payable and Receivable.
  • Hosting meetings with key stakeholders at a variety of relevant businesses for account setup, onboarding, product demonstrations, and user discovery sessions. As needed, traveling to conferences and for direct customer visits.
  • Collecting valuable customer feedback and requirements , translating them into actionable insights for internal stakeholders across product and operations.
  • Collaborating with internal teams to develop targeted outreach strategies tailored to specific audiences.
  • Exceeding monthly targets and helping create best practices to further scale out the UHV team.

The

About Melio USA:

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. The annual base salary range for this position is $100,000 - $110,000 with an additional variable bonus.
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.
Show more
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