Account Executive

Pearlyplan Inc.

Job Overview

Location

Indiana, USA

Job Type

Full-time

Full Job Description

📋 Description

• Pearly is seeking a driven and high-integrity Account Executive to join our rapidly growing team. This is a unique opportunity to step into a company with a validated product-market fit and significantly contribute to scaling an already successful sales motion. With over 2,500 dental offices already utilizing the Pearly platform, we have a proven solution that addresses a clear market need. You will be instrumental in expanding our reach within a market ripe for modernization, working collaboratively with a supportive team that provides the foundation and insights needed for success.
• As an Account Executive, you will own the full sales cycle, from initial outbound prospecting to closing deals. This involves identifying and engaging potential clients across various practice types, including Dental Support Organizations (DSOs), dental groups, and private practices. Your ability to connect with diverse stakeholders, from solo practitioners to DSO operations executives, will be crucial.
• You will be responsible for building and managing a robust sales pipeline. This includes developing strategic outbound prospecting efforts through cold calling, LinkedIn outreach, attending industry conferences, and employing creative targeting strategies. You will also partner closely with the Marketing team to execute campaigns, test messaging, and implement coordinated outbound sequences, leveraging market insights to refine our go-to-market approach.
• A key aspect of this role is running structured pilots (proofs of concept) with clearly defined success criteria. You will guide prospects through the evaluation process, ensuring they understand the value and impact of Pearly, and ultimately leading them to a signed agreement.
• You will maintain meticulous and accurate opportunity tracking and forecasting within HubSpot. Regular reporting on performance metrics at weekly, monthly, and quarterly intervals will be expected, demonstrating clarity, accountability, and a proactive approach to pipeline management and health.
• Bringing back valuable market and customer intelligence is essential. You will act as a crucial feedback loop, relaying insights on product performance, competitive positioning, common objections, and compelling customer stories to the Product, Marketing, and Customer Success teams. This intelligence will directly inform and improve our product development, marketing strategies, and customer retention efforts.
• This role offers the chance to make a tangible impact. In your first 12 months, you can expect to have successfully closed deals across multiple practice segments, cultivated a strong and sustainable pipeline, and established yourself as a vital contributor to Pearly's accelerated growth trajectory. You will be selling a solution that genuinely enhances the operational efficiency and business success of dental practices.
• We are looking for individuals who are energized by the challenge of hunting and closing deals in a dynamic market with significant momentum. If you are passionate about selling a product that provides real value and improves business outcomes for dental professionals, this is an exceptional opportunity to advance your career.
• The role demands a high degree of autonomy and accountability. You will own your sales targets, proactively manage your pipeline, and drive your own success without constant supervision. We value individuals who are coachable, competitive, and possess a strong growth mindset, eager to learn, take feedback constructively, and continuously reflect on their performance to achieve excellence.
• You will be part of a team that is building something significant. While the product is proven and the market validated, there is still substantial opportunity for innovation and expansion, including new market segments, product enhancements, and the scaling of our Go-To-Market organization. You will be joining a winning team at a pivotal moment in our company's history.
• This position requires a deep understanding of the sales process and the ability to articulate complex solutions in a clear and compelling manner. You will need to navigate multi-stakeholder environments, understand the unique needs of different dental practice structures, and effectively negotiate contracts to secure mutually beneficial agreements.
• Your success will be measured by your ability to consistently hit quota, build and manage a healthy pipeline, and contribute to the overall growth objectives of the sales team and Pearly Inc.

🎯 Requirements

• 5+ years of B2B SaaS or payments sales experience with a proven track record of consistently exceeding quota and building pipeline from outbound prospecting.
• Demonstrated ability to manage complex, full-cycle sales processes from initial contact through closing, including conducting product demonstrations, managing pilot programs, navigating multiple stakeholders, and negotiating contracts.
• Strong outbound sales instincts and a proactive approach to pipeline generation, including comfort with cold calling, LinkedIn outreach, and creative account targeting.
• Excellent written and verbal communication skills, with the ability to tailor messaging effectively to various audiences, from practice owners to DSO executives, and adapt approaches based on prospect engagement.
• High level of accountability and autonomy, with a self-starter mentality, proactive pipeline management, and a strong ownership of sales targets.
• Coachable, competitive, and growth-oriented mindset, with a desire to excel, a willingness to receive feedback, and a commitment to continuous self-reflection and improvement.

🏖️ Benefits

• Competitive salary, equity, and comprehensive healthcare benefits package.
• A meeting-light culture that prioritizes focused work and efficient collaboration.
• Opportunity to work alongside a highly intelligent, passionate, and driven team.
• Flexible vacation time-off policy to support work-life balance.
• A significant opportunity to make a lasting impact at an accelerating company with strong product-market fit.

Skills & Technologies

Remote

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Pearlyplan Inc.

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About Pearlyplan Inc.

Pearlyplan is a tech company focused on simplifying financial planning and wealth management for individuals. Their platform offers tools for budgeting, saving, investing, and retirement planning, aiming to make complex financial concepts accessible and actionable. By leveraging technology, Pearlyplan provides personalized insights and guidance to help users achieve their financial goals. The company operates in the fintech industry, catering to a broad audience seeking to improve their financial literacy and build long-term wealth. Their services are designed to be user-friendly, empowering individuals to take control of their financial future with confidence.

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