Puzzle
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Account Executive
role at
Puzzle
Puzzle is redefining how companies navigate their financials. We've built cutting‑edge accounting software that empowers accountants and the founders they serve with real‑time, comprehensive financial insights. Our platform drafts books in real‑time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI‑powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs, we’re on a mission to give businesses the tools they need to make informed financial decisions and drive success.
Base pay range $75,000.00/yr - $150,000.00/yr
What we are looking for In order to help us accomplish this we’re seeking a talented, high‑performing
Account Executive based in the San Francisco Bay Area
to join our growing sales team.
What You’ll Do
Own and manage a high‑velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
Manage the full sales cycle—from prospecting to qualification to close—ensuring a seamless customer journey and handoff to Customer Success.
Actively participate in and represent Puzzle at in‑person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
Work cross‑functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.
Qualifications
Overall Experience: 2+ years as an Account Executive in SaaS sales (preferably in fintech or accounting) in high‑velocity, transactional or product‑led growth environments, with a proven record of meeting or exceeding quota.
Location Requirement: Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in‑person events, partner meetings, and networking activities on a regular basis.
Startup Experience: Ability to thrive in a fast‑paced environment while working cross‑functionally and taking on substantial ownership.
Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
Event and Relationship Building: Comfortable representing the company at in‑person events, building relationships face‑to‑face, and converting event connections into qualified pipeline.
Process and Results‑Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
Basic Accounting and Startup Knowledge (Preferred): Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.
Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.).
What’s in it for you Join Puzzle Financial at a pivotal growth stage where you’ll help redefine and reimagine how companies handle their financials while building your career in the dynamic San Francisco startup ecosystem. You’ll have the opportunity to make a significant impact, work with innovative founders, develop valuable expertise at the intersection of modern accounting and fintech, and build your professional network through strategic events and partnerships.
Here is a preview of some of the amazing benefits here at Puzzle:
Competitive base pay and commission structure
100% paid employee health, dental, and vision plans (U.S. & Canada vary)
10 observed holidays and a flexible PTO policy so you can recharge
$1,000 home office budget to get you set up for success
$2,400 co‑working budget for face time with your colleagues
$600 learning and development budget
401(k) so you can save for your future
And much more
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Software Development
Other information Referrals increase your chances of interviewing at Puzzle by 2x.
Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.
Candidates must be currently residing in the San Francisco Bay Area to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E‑Verify program.
Compensation Range: $75K - $150K
#J-18808-Ljbffr
Account Executive
role at
Puzzle
Puzzle is redefining how companies navigate their financials. We've built cutting‑edge accounting software that empowers accountants and the founders they serve with real‑time, comprehensive financial insights. Our platform drafts books in real‑time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI‑powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs, we’re on a mission to give businesses the tools they need to make informed financial decisions and drive success.
Base pay range $75,000.00/yr - $150,000.00/yr
What we are looking for In order to help us accomplish this we’re seeking a talented, high‑performing
Account Executive based in the San Francisco Bay Area
to join our growing sales team.
What You’ll Do
Own and manage a high‑velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel.
Manage the full sales cycle—from prospecting to qualification to close—ensuring a seamless customer journey and handoff to Customer Success.
Actively participate in and represent Puzzle at in‑person events and networking opportunities throughout the San Francisco Bay Area to generate and qualify leads.
Understand customer pain points and communicate Puzzle’s value, particularly to startup founders and small businesses with limited accounting expertise.
Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders.
Work cross‑functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives.
Qualifications
Overall Experience: 2+ years as an Account Executive in SaaS sales (preferably in fintech or accounting) in high‑velocity, transactional or product‑led growth environments, with a proven record of meeting or exceeding quota.
Location Requirement: Must be based in or willing to relocate to the San Francisco Bay Area with the ability to attend in‑person events, partner meetings, and networking activities on a regular basis.
Startup Experience: Ability to thrive in a fast‑paced environment while working cross‑functionally and taking on substantial ownership.
Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos.
Event and Relationship Building: Comfortable representing the company at in‑person events, building relationships face‑to‑face, and converting event connections into qualified pipeline.
Process and Results‑Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results.
Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally.
Basic Accounting and Startup Knowledge (Preferred): Familiarity with accounting basics and an understanding of the unique challenges faced by startups and small businesses.
Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.).
What’s in it for you Join Puzzle Financial at a pivotal growth stage where you’ll help redefine and reimagine how companies handle their financials while building your career in the dynamic San Francisco startup ecosystem. You’ll have the opportunity to make a significant impact, work with innovative founders, develop valuable expertise at the intersection of modern accounting and fintech, and build your professional network through strategic events and partnerships.
Here is a preview of some of the amazing benefits here at Puzzle:
Competitive base pay and commission structure
100% paid employee health, dental, and vision plans (U.S. & Canada vary)
10 observed holidays and a flexible PTO policy so you can recharge
$1,000 home office budget to get you set up for success
$2,400 co‑working budget for face time with your colleagues
$600 learning and development budget
401(k) so you can save for your future
And much more
Seniority level Entry level
Employment type Full‑time
Job function Sales and Business Development
Industries Software Development
Other information Referrals increase your chances of interviewing at Puzzle by 2x.
Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law.
Candidates must be currently residing in the San Francisco Bay Area to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E‑Verify program.
Compensation Range: $75K - $150K
#J-18808-Ljbffr