Inclined Technologies

Inclined Technologies

Account Executive

Denver, CO · Exec

Sponsorship not specified$25k-$30kDetected 82 days ago
HubSpotCRMSalesAccount ManagementPipeline ManagementOutbound SalesLeadershipCommunicationPublic Speaking

About the role

  • We're focused on the $1T+ in cash value held in whole life insurance policies and addressing long-standing inefficiencies in how that capital is accessed.

Responsibilities

  • Own and manage a full sales pipeline, consistently hitting and exceeding revenue targets
  • Drive new business acquisition while expanding and deepening existing accounts
  • Lead a high-velocity, consultative sales process from initial outreach through onboarding and activation
  • Build strong, long-term relationships with advisors and key stakeholders
  • Partner cross-functionally (Product, Advisor Success, Leadership) to relay feedback and influence roadmap decisions
  • Maintain accurate pipeline and activity tracking within CRM systems
  • Proven ability to manage a full sales cycle and close deals in a fast-paced environment

Requirements

  • 2-5+ years of experience in SaaS, fintech, or consultative B2B sales
  • Strong communication skills, with the ability to simplify complex concepts for diverse audiences
  • Experience with common sales methodologies (e.g., MEDDIC, BANT, SPICED)
  • Experience with modern SaaS sales tools (e.g., HubSpot, Dialpad, Apollo, HeyReach, LinkedIn Sales Navigator, Claude)

Nice to have

  • Experience selling into financial services or working with financial products
  • Willingness to travel (~25-30%) for sales meetings, presentations, and events
  • Why You'll Love Working at Inclined
  • Opportunity to help shape company culture and growth
  • Additional Requirements

Compensation

  • Salary and performance-based commissions based on volume production relative to annual targets

Benefits

  • At Inclined, we're using technology to transform the 150-year-old life insurance market.

Company info

  • At Inclined, we're using technology to transform the 150-year-old life insurance market. We're focused on the $1T+ in cash value held in whole life insurance policies and addressing long-standing inefficiencies in how that capital is accessed.
  • Our platform provides a seamless, tech-enabled way for policyholders to access liquidity while preserving the tax advantages of their policies. We're a well-funded startup founded by leaders across fintech, SaaS, and insurance-including the co-founder of Strava and Guidewire.
  • Account Executive (FinTech / SaaS)
  • We're looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms. This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value.
  • Our platform provides a seamless, tech-enabled way for policyholders to access liquidity while preserving the tax advantages of their policies.
  • We're a well-funded startup founded by leaders across fintech, SaaS, and insurance-including the co-founder of Strava and Guidewire.
  • We're looking for a high-performing Account Executive to drive growth by building and scaling partnerships with financial professionals and advisory firms.
  • This is a consultative, relationship-driven SaaS sales role focused on expanding platform adoption and delivering long-term customer value.
  • You will own the full sales cycle-from prospecting and onboarding to expansion-and act as a trusted partner to your customers (financial advisors, their teams, and policyholders), helping them leverage Inclined's platform to better serve their clients.
  • What We're Looking For

This listing is sourced directly from Inclined Technologies's careers page and normalized into a canonical job model.