Account Executive, Mid-Market (Finance Background)
For finance professionals who want to move into sales. Use what you know about the close to win CFOs and finance leaders at mid-market companies.
About Adopt AI
Adopt AI is AI native accounting and bookkeeping software. Our agents categorize transactions, reconcile accounts and close the books inside the systems a business already uses, so finance teams get capacity back without adding headcount.
We are a team of 24 across the US, India and Brazil, headquartered in San Jose with an office in Bengaluru. Adopt was founded by the team behind Slintel (acquired by 6sense) and is backed by a $6M seed round.
About the Role
This role is for a finance professional who wants to become a seller. You have closed the books, built the reconciliations or audited them, and you can talk to a CFO as a peer. You do not need sales experience. We will teach you how to sell, and you will bring the credibility that no script can.
Our SDRs and BDRs run discovery and book qualified meetings. From there you own the sales process through to close: the demo, the proof on the customer's own data, the business case and the contract.
What You'll Do
- Take qualified opportunities from the SDR and BDR team and own them through to close
- Lead demos and proofs on the customer's own close, reconciliation, AP or AR work
- Speak to controllers and CFOs in their own terms, and pressure-test their process the way a colleague would
- Build the business case and carry the deal through security, legal and procurement
- Learn the craft of selling quickly, with coaching from the founders and the sales team
- Tell product and engineering where the agents fall short of how finance teams really work
Requirements
- 3 to 6 years in finance or accounting, such as audit, controllership, FP&A or advisory
- A CPA, CFA or equivalent qualification
- A real wish to move into a sales career, and the drive to carry a number
- The ability to explain a technical finance topic simply, in writing and out loud
- Based in the San Jose area, in our office three days a week
- Available to travel to customers, events and team offsites
- Authorized to work in the US. We do not offer visa sponsorship for this role
Nice to have
- Any experience in sales, pre-sales, consulting or client-facing work
- Hands-on time with ERPs and close tools such as NetSuite, QuickBooks, Sage Intacct or BlackLine
- Experience at an early-stage company
What We Offer at Adopt AI
- A way into software sales that values your finance background, with coaching from people who have done it
- Direct access to the founders, who have built and sold a B2B software company before
- Inbound demand from finance leaders, so your time goes into conversations and not list building
- Competitive compensation and equity
- Health cover for you and your dependents
- A hybrid week: three days in our San Jose office
- Team offsites that bring everyone at Adopt together
Equal Employment Opportunity Information
Adopt AI is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other characteristic protected by applicable law. We welcome applicants from every background and make hiring decisions on qualifications, merit and business need.