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Account Executive - FinTech

Omatic
Mount Pleasant, SC Full Time
POSTED ON 2/15/2025
AVAILABLE BEFORE 3/16/2025

Who We Are:
Omatic solutions are purpose-built using the direct feedback of our 3,000 social good customers. With over 80% of nonprofit organizations leveraging 4 or more cloud solutions today, the need for a uniquely tailored integration solution has never been greater. 

Omatic is a place where the employees thrive on helping others, both through business goals and personal pursuits. Fun, energetic, and lively are terms frequently used to describe the culture at Omatic, and this is balanced by an undercurrent of hard work and commitment. The team tackles challenges, revels in the process of solving problems, celebrates the wins for our company and our customers, all while existing to empower social good organizations. 

The Role:
Do you have a passion for using technology for the greater good? Would helping social impact organizations drive their missions through technology energize you? Are you interested in taking your sales career to the next level? Do you have experience with nonprofit accounting or knowledge of nonprofit accouting processes / procedures? If you answered yes to any of these questions, we’d love to talk to you about the Account Executive - Fintech role at Omatic Software. 

Omatic Software is seeking highly motivated and results-driven Account Executives to join our dynamic sales team. As an Account Executive, you will be responsible for building strong relationships with clients and driving sales.  Ideal candidates should possess outstanding customer facing skills and have a proven track record selling technology or nonprofit solutions.  
 
This position is based at the company’s headquarters in Charleston, SC – named #1 city in the U.S by Travel Leisure for 10 of the last 10 years.

What You'll Get: 

  • Personalized sales development and coaching, supported by a small manager to AE ratio
  • Access to industry leading sales tools including GONG, Salesloft, and Salesforce
  • The ability to have a direct impact on the great work nonprofits are doing each day to make the world a better place!
What You'll Do:
  • Create and execute on quarterly business plans
  • Meet or exceed sales targets (monthly, quarterly, annual)
  • Maintain monthly sales forecast and accurately communicate progress to management
  • Conduct prospecting calls and develop new client relationships within a defined market
  • Consult with clients and prospects on needs analysis and business objectives
  • Develop proposals and deliver strategic sales presentations
  • Deliver actionable, insightful recommendations to clients for Omatic products or services
What You Will Bring to Omatic:
  • 1-2 years of experience successfully managing a sales territory and a proven record of consistently meeting and exceeding sales targets
  • Hunter/New Logo driven mentality
  • Strong work ethic and positive attitude
  • Excellent written and verbal communication skills, with the ability to articulate technical concepts, client needs assessments, and business cases
  • Experience with Nonprofit or Integration tech preferred but not required
  • Experience with Salesforce and Raiser’s Edge (RENXT) preferred but not required.
  • Experience / Knowledge of nonprofit accounting processes and solutions such as Sage Intacct, Financial Edge NXT, Netsuite, etc.
Job Perks:
  • 100% paid employee health insurance, life insurance and short-term disability 
  • 401K with company match 
  • Unlimited/flexible PTO 
  • 12 weeks fully-paid parental leave
  • Hybrid (in-office/work from home) schedule. Prefer candidates to be local/relocate to the Charleston, SC area

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