← All roles

Sales Account Executive

Apply on company site
Hybrid (Mexico City)$3k - $5kFull-timePosted 11mo ago

About the role

Role: Account Executive, Mid-Market at Trébol, a YC-backed AI software company specializing in automating financial document workflows for banks, fintechs, and financial institutions. You will own the full sales cycle for mid-market and SMB, build the sales engine, and shape the go-to-market strategy from the ground up.

Responsibilities

  • Own the Full Sales Cycle: manage prospecting, qualifying inbound leads, discovery calls, product demonstrations, contract negotiations, and closing deals to meet/exceed revenue targets.
  • Build the Sales Playbook: develop outreach strategies, talk tracks, demo quality, and document repeatable processes for a scalable sales Engine.
  • Master Pipeline & Forecasting: manage the sales pipeline in CRM, provide accurate forecasting, and establish operational excellence for future sales teams.
  • Be the Voice of the Customer: translate customer needs and market insights into actionable feedback for product and marketing teams.

Qualifications

  • 2-4 years of experience in a B2B SaaS closing role (Account Executive or similar) with a track record of meeting/exceeding quotas, preferably SaaS or selling to financial institutions.

Skills

Required:Closing B2B SaaS dealsSales cycle managementTerritory buildingEnglish & Spanish communication
Last updated Oct 7, 2026. Interested? Apply on the company site.
Trébol logo

About Trébol

Your back-office, on autopilot

Trébol provides the document AI infrastructure for modern financial services - from KYB to mortgage underwriting - turning weeks of manual processing into minutes.

fintechsaasb2blegalenterprise

More open roles at Trébol