Unit · 5 months ago
Senior Account Executive (First hire in SF Bay Area)
Unit is a market leader in embedded finance, offering ready-to-launch financial services and serving millions of end-users across numerous customers. They are seeking a Senior Account Executive to scale their revenue engine, focusing on consultative sales and building pipeline in a dynamic market.
BankingFinanceFinancial ServicesFinTech
Responsibilities
Own the full commercial lifecycle across complex, consultative deals, from sourcing and discovery through solution design, negotiation, and close
Drive pipeline creation and revenue execution, taking accountability for progressing strategic opportunities and translating them into durable revenue outcomes
Act as a trusted advisor to founders, CEOs, and product leaders at vertical SaaS and fintech companies, helping them reimagine their product roadmap and monetization strategies through embedded finance, in service of closing commercial opportunities
Design and iterate on the sales process and playbook, shaping everything from messaging and qualification criteria to tooling and pipeline infrastructure
Partner cross-functionally with Marketing and Product to develop and test demand generation strategies, customer narratives, and outbound motions
Translate market insights into product direction by delivering structured, high-signal feedback from customer conversations that supports sales execution and informs Product and Engineering teams
Represent Unit in the market by leading prospect briefings, partner sessions, and speaking at key industry events and ecosystem gatherings
Qualification
Required
6–8 years of experience in a consultative, customer-facing role, including B2B sales, strategy, or advisory, with a clear interest in transitioning into a hands-on, revenue-owning sales role (e.g., investment banking, private equity, consulting, or GTM at an early-stage startup)
Proven ability to work cross-functionally, influence without authority, and operate with ownership in ambiguous situations while remaining accountable to revenue goals
Excellent storytelling and communication skills—you can simplify technical ideas and tailor them to diverse stakeholders
Deep curiosity about fintech and excitement about how infrastructure businesses can reshape industries, paired with a desire to sell and scale complex platforms
Company
Unit
Unit helps leading tech companies launch embedded finance in three weeks
Funding
Current Stage
Growth StageTotal Funding
$169.6MKey Investors
Insight PartnersAccelAleph
2022-05-17Series C· $100M
2021-06-17Series B· $51M
2020-12-08Series A· $15M
Recent News
Business Wire
2025-08-13
2025-04-04
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