What makes Workiz unique?

This is a special place with a unique combination of brilliance, spirit, and just all-around great people. Here, if you’re willing to do more, your career can take off. We are a leading SaaS company for the field service industry, one of the most recession-proof and lucrative industries today.

SD- Workiz is located in the heart of San Diego in the convenient area of Kearny Mesa. Our open space offices can accommodate our 100+ employees and when we are not hard at work, you can find us relaxing with a cup of coffee or surfing the Pacific Beach breaks. Workiz understands that you have a life outside of the office, so we have a flexible work week that allows you to work 3 days from the office and two days from home, but you won't want to miss happy hour!

Who are you?

If you are a go-getter, quick learner, and problem-solver with at least 2 years of experience in a sales position, come join our Sales Team!

We are looking for an Account Executive (Financial Services) person who will act as a knowledge hub and will be managing Workiz’s financial services for our current and new customers. This position will be involved in the sales cycle and will support customers in their onboarding process of the Workiz’s financial service.

So, what will you be doing all day?

• The Account Executive (Financial Services) will be responsible for selling Workiz's financial services to both existing and new customers
• They will be involved in the entire sales cycle from the initial sales call all the way to adoption and retention
• The Account Executive (Financial Services) will support the customers in their onboarding process of the financial services
• As part of their role, the Account Executive (Payments) will act as a knowledge hub and as an advocate Workiz's various financial services
• The Account Executive (Payments) will work close with internal teams like Sales, Customer Service, and Onboarding to support the client relationship and meet their financial servicing needs

Ideally, we’re looking for

• 2+ years experience in a sales position or related field
• Strong communication skills written/verbal; ability to establish rapport with customers at different levels, solely over email and via phone interactions
• Ability to multitask - manage a large number of customers
• Excellent creative problem-solving approach and strong analytical skills
• Strong work ethic, ability to adapt to rapidly changing environments
• Ability to collaborate with the sales Account Executives on pre-sale enrollments
• Understands how to leverage value based selling

These would also be nice:

• Experience with HubSpot or other CRM software
• Experience working with SMBs
• Experience working with FinTech solutions (especially in field or retail industries)

Hiring process with us:

At Workiz, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative, and transparent.

Why You’ll Love Being a Worker

• You’ll actually love the product you work with and the people too:)
• Excellent benefits
• Team players. Rockstars without the ego. Fast learners that work hard and get S*** done.
• There is no such thing as a bad idea
• You can grow your career in any direction you choose
• Diversity isn’t just a buzzword
• We know how to have fun! Join our surf club, ping pong tournaments, and other spontaneous activities. Oh, and we throw some killer parties.
• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties.

Compensation

• Market-level compensation based on experience ($90,000-$100,000)
• Workiz offers a competitive benefits package including employee stock ownership program, up to 70% company paid Medical, Dental, and Vision and 4.0 % 401K match