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Account Executive, Banking Sales



Sales & Business Development
Jersey City, NJ, USA
Posted on Tuesday, April 25, 2023

About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence.

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started.

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us! #LI-Hybrid

This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.


Sell small business owners on Bluevine’s banking offering and help them onboard, adopt and use the platform to simplify & improve how they serve SMBs. Responsible for delivering results from leads coming in from a range of sources, through outreach, ongoing engagement, and consultative selling. Gather feedback from SMBs to help Bluevine improve it’s product, operations and go-to-market. Success in this role will help small business owners adopt and expand usage of Bluevine’s offering, building momentum in the market for Bluevine Banking.


Grow the number of small business owners using Bluevine’s banking platform. Meet monthly revenue goals with customer needs at the forefront, through the following activity:

  • Drive lead conversion from sign-up for Bluevine’s Banking offering through proactive outreach via email and phone
  • Conduct introductory outreach to welcome customers to Bluevine; strongly represent Bluevine’s brand with new customers
  • Uncover customer needs and help them explore and adopt Bluevine’s banking related features within their first 30 days on the platform
  • Engage existing customers throughout their lifecycle to introduce new or unused features & benefits, with the goal of driving adoption, usage, and revenue
  • Drive adoption of Bluevine Bill Pay with new and existing customers
  • Deliver product demonstrations and training to customers for Bluevine’s business checking, bill pay, lending solutions and other relevant features and benefits
  • Capture and problem-solve customer objections, pain points and feedback; identify opportunities for cross-functional stakeholders to improve client outcomes
  • Achieve the ambition goals set for you by learning how to effectively convey value to our prospects & clients and by looking for ways to work more efficiently through time management and suggesting opportunities to improve our sales process
  • Help write the sales playbook for Bluevine Banking, by identifying opportunities to improve operating efficiency across the team


  • 2+ years selling SaaS/FinTech into small and medium sized businesses (SMBs) with a proven track record of being in the top 10%
  • Have a passion and love for helping business owners explore, adopt and use online financial management tools to simplify their operations and power growth
  • Strong product demonstration skills and demonstrated ability to connect solutions to pain points and needs of small business owners
  • Deep understanding of priorities and preferences of small business owners when evaluating new financial management solutions
  • A team player, a quick thinker, and a fast learner
  • Excellent verbal and written communication skills
  • Passion for achieving impact and results that is driven by an entrepreneurial mindset
  • Strong social selling and persuasion skills with a strong sales process discipline
  • Bachelor’s degree, preferred

New Hire Base Salary Range: $60,480 - $72,600
New Hire On-Target Earnings (i.e. Base Salary plus Commissions, if achieved) Range: $100,800 - $121,000

BENEFITS AND PERKS - for employees located in the US

  • Excellent health coverage and life insurance benefits
  • 401K with an immediate 3% company match
  • PTO, Company Holidays, and Flexible Holidays
  • Company-sponsored Mental Health Benefits, including 1:1 therapy
  • Over $1,000 annually for a wellness benefit of your choice
  • Monthly WFH stipend
  • Generous, paid parental leave covering up to 16 weeks
  • Access to financial coaches and education sessions
  • Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance
  • Weekly catered lunches and fully stocked kitchen pantries
  • Community-based volunteering opportunities