We are a leading equity management and business valuation firm serving private companies and venture-backed startups. Our platform helps founders, CFOs, and investors manage cap tables, stock options, and perform defensible, audit-ready valuations. We are a profitable Fintech company, and we would love to have you here in beautiful Monterey. We do things differently from the traditional VC-dependent companies.
In just a few years, we’ve grown to serve 25,000+ private companies, with $300B+ in assets under administration and $100B+ in valuations performed, adding over $5B in new valuations monthly. We are revenue-generating, profitable, and scaling fast.
The firm is led by seasoned fintech entrepreneurs with a track record of building #1 category leaders and generating billions in revenue. You’ll work closely with senior leadership, sales, and product-this is not a “back-office” role.
Our culture is intense, collaborative, and execution-driven. We expect ownership, accountability, and excellence-but we reward it with real responsibility, accelerated growth, and long-term upside.
This role sits at the front door of our revenue engine.
As an Inbound Account Executive professional, you will be responsible for qualifying and converting high-intent inbound leads, supporting the sales team throughout the deal cycle, and ensuring prospects receive a best-in-class buying experience from first touch to close.
This is a contract-to-permanent opportunity designed for someone who wants to prove themselves quickly and grow into a long-term sales or revenue role. You will be in the office five days a week in downtown Monterey, working side-by-side with leadership and the sales team.
We believe great people do their best work when they have trust, speed, and room to experiment. If you want to try a new tool, test a better process, or move on a strong idea, we’ll support you and help you execute fast.
If you want remote flexibility or a low-intensity environment, this is not the role for you. If you want to learn fast, contribute immediately, and build a serious career in fintech and professional services, keep reading.
- Communicate clearly, confidently, and professionally with founders, CFOs, and executives.
- Speak knowledgeably and convey the broad, deep experience of a tenured fintech firm.
- Represent the firm’s credibility, expertise, and urgency in every interaction.
- Solve the prospect’s problem – they are calling us for a solution.
- Respond rapidly to inbound valuation inquiries, and website leads.
- You assess the client’s needs and the problem that they are calling – for us to solve.
- Negotiate and close deals on the spot, then follow through to close.
- Book high-quality meetings for senior sales leadership.
- Prepare proper background research prior to sales calls.
- Assist with proposals, follow-ups, and deal coordination.
- Maintain clean, accurate CRM records in HubSpot.
- Identify patterns in inbound demand and share insights with sales and marketing.
- Help refine messaging, qualification criteria, and internal processes as we grow.
We’re looking for high-output professionals, not order-takers.
- A strong communicator who sounds confident on the phone and concise in writing.
- Highly organized, detail-oriented, and responsive.
- Competitive, motivated and goes that extra mile to serve a client.
- Comfortable working in a fast-paced, high-expectation environment.
- 1–3+ years in SDR, including inbound and outbound sales.
- Experience qualifying inbound leads in B2B, SaaS, fintech, or professional services.
- Finance education and/or finance environment experience a real plus.
- Familiarity with the public stock market and the mechanics of equity are a plus.
- Familiarity with sales tools (Apollo, LinkedIn Sales Navigator, CRM – Hubspot) is a plus.
- Finance, accounting, business, or economics background is highly preferred.
- Willingness to work in-office, five days per week, in Monterey, CA.
- Strong sense of responsibility and follow-through.
- Professionalism rooted in integrity and quality client service.
This is a contract-to-permanent role, with clear performance benchmarks for conversion to full-time.
- Competitive hourly or contract rate (based on experience)
- Performance-based incentives tied to conversions
- Employee Stock Ownership Plan (Option grant)
Top performers will out-earn market averages and gain exposure rarely available this early in a career.
Work directly with senior management.
You can make a very tangible difference.
You’ll learn from leaders in the industry.
You’ll be close to revenue, close to leadership, and close to the decisions that matter.
If you want a comfortable job, this isn’t it.
If you want to build skills, credibility, and momentum inside a category-defining firm—this IS it.
Submit your resume along with a brief note explaining why you’re a strong fit for a high-expectation, in-office sales role. Send your application to [email protected].
Candidates who demonstrate urgency, polish, and genuine motivation in their application will be prioritized.
