Account Executive - Accountancy

We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

The Account Executive – Accountant Channel is responsible for converting inbound and outbound demand into funded business clients across Insignis’s direct corporate segment, including SME, mid-market, and larger businesses. 

This role exists to turn qualified demand into outcomes — applications, funded balances, and long-term clients — while maintaining high standards of suitability, governance, and customer experience. 

Success in this role is driven by conversion quality, outbound tenacity, execution discipline, and collaboration, not activity volume alone. 

Key Objectives 

• Build and manage relationships with of a portfolio of Accountants and Accounting networks to enable pipeline creation 

• Convert qualified inbound and outbound leads into funded business clients 

• Progress opportunities efficiently through the full sales funnel 

• Maintain high standards of suitability and customer outcomes 

• Deliver accurate forecasting and pipeline hygiene 

• Contribute to a predictable, high-performing Direct B2B sales engine 

Core Responsibilities 

Pipeline Ownership & Deal Execution 

• Own a defined pipeline of B2B Accountant opportunities from first contact through funding 

• Engage prospects via phone, video, and email to progress opportunities 

• Understand client cash requirements and position Insignis appropriately 

• Progress opportunities efficiently while maintaining quality and compliance 

Funnel Conversion Discipline 

• Work opportunities through each stage of the funnel from lead to funded account 

• Follow defined sales process and qualification standards 

• Proactively identify and address delays or drop-off in the funnel 

• Treat conversion performance as a personal responsibility 

Customer Experience & Suitability 

• Conduct structured discovery to ensure client fit and suitability 

• Clearly explain Insignis’s proposition, platform, and value 

• Set accurate expectations around onboarding, documentation, and timelines 

• Partner with Client Onboarding and Client Services to deliver a smooth experience 

Collaboration & Operating Discipline 

• Work closely with Marketing to provide feedback on lead quality 

• Maintain accurate CRM records and forecasting 

• Follow defined sales playbooks and enablement materials 

• Contribute insights to improve conversion and process efficiency 

Governance & Standards 

• Ensure all sales activity aligns with Insignis’s regulatory and compliance standards 

• Identify and escalate unsuitable or high-risk opportunities 

• Balance pace with quality to protect customer outcomes 

What Success Looks Like (First 12 Months) 

• Consistent achievement of individual targets 

• Strong conversion rates across funnel stages 

• High-quality, well-documented pipeline 

• Positive onboarding and funding outcomes 

• Accurate forecasting and disciplined execution 

Experience & Background 

• Experience in a B2B sales, Account Executive role within the Accounting Ecosystem 

• Comfortable managing multiple opportunities concurrently 

• Experience with inbound and/or outbound sales motions 

• Familiarity with CRM systems and structured sales processes 

• Exposure to regulated or complex sales environments is a plus 

Skills & Attributes 

• Outcome-focused and commercially driven 

• Structured and well-organised 

• Customer-led with strong communication skills 

• Resilient and comfortable with targets 

• Collaborative and team-oriented 

Benefits