Melio Outbound Account Executive – SMB Accounting/Bookkeeping Focus 

United States, New York, New York 

174421611

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.