What are the responsibilities and job description for the Account Executive position at Overflow?
Who We Are
Overflow is the philanthropy platform for today-pairing modern technology with an uncomplicated approach to giving. We are a Series B startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms (Uncork, Craft & Village Global) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.
We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization. We are working to make generosity frictionless across all asset classes and we are starting with stocks. Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider. Learn more about why we started this company.
FOUNDING PRINCIPLES
Overflow was founded on the Christian bible verse:
Proverb 11:24 “The world of the generous gets large and larger.”
It is teachings similar to this that guide, empower, and direct our executive leadership team.
In Office Requirements
Monday & Wednesday collaboration days are mission-critical to each role.
Mountain View, California
Birmingham, Alabama
Job Description
As an Account Executive at Overflow, you will play a vital role in establishing new partnerships with churches and nonprofits, empowering them to harness the full potential of our services. Overflow specializes in offering the most ways to give- providing competitive-rate cash processing and facilitating seamless non-cash donations of stock, cryptocurrency, DAFs, and more, with a commitment to increasing the impact of philanthropy. Your contributions in this role will not only result in more generous donations for charitable causes but also offer incredible benefits to donors seeking to make a meaningful difference through a beautifully designed giving experience.
We are looking for a dedicated Account Executive who has a strong background in sales (preferably B2B SaaS), exceptional communication skills, and a passion for our mission. Join us in driving real change and helping churches and nonprofits better steward their donors.
REPORTS TO
Chief of Staff, GTM - Jonathan Koo
Responsibilities
The first 90 days of your employment will be under a probationary period. During this period, both the company and you will determine whether you can perform the requirements of the job you have been assigned to. Near the end of this probation, we will assess your performance in the form of a standard review.
Compensation Package
BASE SALARY 💰 Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law
EQUITY GRANT 📈 Subject to approval by Board of Directors, 4 year vest, 1 year cliff
Benefits Offering
Dental Care Plan 🦷
120 hours paid time off (PTO) earned on an accrual basis 🏖️
Company-paid holidays 🎄 🎇 ✝️
Dependent Care FSA (DCFSA) 👪🏼
Paid parental leave plans 👩🏼🍼👨🏽🍼
Generosity Fund 🎁
Disney Park Experience 🐭 🏰
401(k) Plan
IRL Gatherings
Mental Health Stipend
Overflow is the philanthropy platform for today-pairing modern technology with an uncomplicated approach to giving. We are a Series B startup founded in Silicon Valley with an audacious mission to inspire the world to give. We are backed by top-tier VC firms (Uncork, Craft & Village Global) and strategic angels & leaders within organizations like Hubspot, Golden State Warriors, Carta, Lyft, Stripe, & Venmo.
We are addressing a $450B philanthropic market ripe for disruption. Overflow is a B2B SaaS company that unlocks net-new donations for nonprofits solving some of the most pressing problems we face as a civilization. We are working to make generosity frictionless across all asset classes and we are starting with stocks. Some of the top nonprofits in the world trust us and we are positioned to lead the market as a top payments provider. Learn more about why we started this company.
FOUNDING PRINCIPLES
Overflow was founded on the Christian bible verse:
Proverb 11:24 “The world of the generous gets large and larger.”
It is teachings similar to this that guide, empower, and direct our executive leadership team.
In Office Requirements
Monday & Wednesday collaboration days are mission-critical to each role.
Mountain View, California
Birmingham, Alabama
Job Description
As an Account Executive at Overflow, you will play a vital role in establishing new partnerships with churches and nonprofits, empowering them to harness the full potential of our services. Overflow specializes in offering the most ways to give- providing competitive-rate cash processing and facilitating seamless non-cash donations of stock, cryptocurrency, DAFs, and more, with a commitment to increasing the impact of philanthropy. Your contributions in this role will not only result in more generous donations for charitable causes but also offer incredible benefits to donors seeking to make a meaningful difference through a beautifully designed giving experience.
We are looking for a dedicated Account Executive who has a strong background in sales (preferably B2B SaaS), exceptional communication skills, and a passion for our mission. Join us in driving real change and helping churches and nonprofits better steward their donors.
REPORTS TO
Chief of Staff, GTM - Jonathan Koo
Responsibilities
- Manage outbound and inbound pipelines to identify, qualify, and secure partnerships with small-to-mid-market (SMB) and mid-market organizations.
- Conduct engaging discovery and demo calls, helping churches and nonprofits visualize how Overflow can amplify their mission.
- Guide prospects through every stage—pricing discussions, contractual negotiations, and signing—before seamlessly handing them off to our Success team.
- Master Overflow’s product suite, features, and integrations to deliver tailored solutions and handle questions with confidence.
- Maintain impeccable CRM hygiene (preferably in Salesforce), providing the team with clear, actionable data to forecast pipeline performance and hit sales targets.
- Share insights from prospect conversations to inform Product, Success, and Marketing strategies, fueling innovation and alignment.
- Track personal performance rigorously and exceed quota through disciplined deal management and proactive follow-ups.
- Commute to In office collaboration days
- Alignment to Overflow’s mission to Inspire The World to Give founded on Christian Proverbs 11:24 “The world of the generous gets larger & larger.”
- Agreement with Overflow Values which inspires Overflow Company Culture
- Willingness to travel & participate in in person gatherings
- Commitment to serving the evangelical Christian church space, alongside wider 501(c)3 non profit space
- A genuine interest in empowering churches and nonprofits through innovative technology.
- You’re proactive and solutions-oriented, dedicated to helping customers succeed.
- Exceptional written communicator capable of creating engaging content for one-to-many outreach.
- Effective verbal communicator who can support customers via webinars, Zoom, and email.
- Comfortable with automation tools, CRM platforms, and data analytics to drive scalable solutions.
- Skilled in managing a large portfolio of customers, prioritizing tasks, and meeting deadlines.
- Willingness to work a hybrid schedule from either our Birmingham, AL or Mountain View, CA office.
- Experience & Expertise:
- 2 years in an Account Management, Customer Success, or similar role, ideally in a B2B SaaS company.
- Experience with nonprofits or churches is a bonus.
- GENERAL TEAM
- Slack
- Google Suite
- Notion
- Zoom
- Canva
- Pitch
- GTM & SALES TEAM
- Salesforce
- Hubspot
- Gong
- ZoomInfo
- Instantly
- Reply.io
The first 90 days of your employment will be under a probationary period. During this period, both the company and you will determine whether you can perform the requirements of the job you have been assigned to. Near the end of this probation, we will assess your performance in the form of a standard review.
Compensation Package
BASE SALARY 💰 Payable on a bi-monthly basis & subject to all withholdings & deductions as required by law
EQUITY GRANT 📈 Subject to approval by Board of Directors, 4 year vest, 1 year cliff
Benefits Offering
- These details are for information purposes and are subject to any company policy or plan changes
Dental Care Plan 🦷
120 hours paid time off (PTO) earned on an accrual basis 🏖️
Company-paid holidays 🎄 🎇 ✝️
Dependent Care FSA (DCFSA) 👪🏼
Paid parental leave plans 👩🏼🍼👨🏽🍼
Generosity Fund 🎁
Disney Park Experience 🐭 🏰
401(k) Plan
IRL Gatherings
Mental Health Stipend
