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- Tasks: Convert leads into funded business clients and manage relationships with accountants.
- Company: Fast-growing FinTech company with a focus on innovation and collaboration.
- Benefits: 25 days holiday, private medical insurance, pension contributions, and team socials.
- Why this job: Join a dynamic team where your ideas matter and make a real impact on growth.
- Qualifications: Experience in B2B sales and strong communication skills required.
- Other info: Great career development opportunities in a supportive environment.
The predicted salary is between 40000 - 50000 £ per year.
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position for those who would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
The Account Executive – Accountant Channel is responsible for converting inbound and outbound demand into funded business clients across Insignis’s direct corporate segment, including SME, mid-market, and larger businesses. This role exists to turn qualified demand into outcomes — applications, funded balances, and long-term clients — while maintaining high standards of suitability, governance, and customer experience. Success in this role is driven by conversion quality, outbound tenacity, execution discipline, and collaboration, not activity volume alone.
Key Objectives- Build and manage relationships with a portfolio of Accountants and Accounting networks to enable pipeline creation
- Convert qualified inbound and outbound leads into funded business clients
- Progress opportunities efficiently through the full sales funnel
- Maintain high standards of suitability and customer outcomes
- Deliver accurate forecasting and pipeline hygiene
- Contribute to a predictable, high-performing Direct B2B sales engine
- Pipeline Ownership & Deal Execution
- Own a defined pipeline of B2B Accountant opportunities from first contact through funding
- Engage prospects via phone, video, and email to progress opportunities
- Understand client cash requirements and position Insignis appropriately
- Progress opportunities efficiently while maintaining quality and compliance
- Funnel Conversion Discipline
- Work opportunities through each stage of the funnel from lead to funded account
- Follow defined sales process and qualification standards
- Proactively identify and address delays or drop-off in the funnel
- Treat conversion performance as a personal responsibility
- Customer Experience & Suitability
- Conduct structured discovery to ensure client fit and suitability
- Clearly explain Insignis’s proposition, platform, and value
- Set accurate expectations around onboarding, documentation, and timelines
- Partner with Client Onboarding and Client Services to deliver a smooth experience
- Collaboration & Operating Discipline
- Work closely with Marketing to provide feedback on lead quality
- Maintain accurate CRM records and forecasting
- Follow defined sales playbooks and enablement materials
- Contribute insights to improve conversion and process efficiency
- Governance & Standards
- Ensure all sales activity aligns with Insignis’s regulatory and compliance standards
- Identify and elevate unsuitable or high-risk opportunities
- Balance pace with quality to protect customer outcomes
- Consistent achievement of individual targets
- Strong conversion rates across funnel stages
- High-quality, well-documented pipeline
- Positive onboarding and funding outcomes
- Accurate forecasting and disciplined execution
- Experience in a B2B sales, Account Executive role within the Accounting Ecosystem
- Comfortable managing multiple opportunities concurrently
- Experience with inbound and/or outbound sales motions
- Familiarity with CRM systems and structured sales processes
- Exposure to regulated or complex sales environments is a plus
- Outcome-focused and commercially driven
- Structured and well-organised
- Customer-led with strong communication skills
- Resilient and comfortable with targets
- Collaborative and team-oriented
- 25 days holiday (exc. Bank holidays)
- 5% Pension contributions
- Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more
- Enhanced Parental Leave
- Cycle to Work Scheme
- Monthly team lunches, quarterly company socials
Account Executive - Accountancy employer: Insignis
Contact Detail:
Insignis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Accountancy
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world and let them know you're on the hunt for an Account Executive role. Personal referrals can make a huge difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their products, values, and recent news. This will not only impress your interviewers but also help you tailor your answers to show how you can contribute to their growth.
✨Tip Number 3
Practice your pitch! You’ll need to clearly explain how you can convert leads into funded clients. Role-play with a friend or record yourself to refine your delivery and ensure you’re hitting all the key points.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Insignis.
We think you need these skills to ace Account Executive - Accountancy
Some tips for your application 🫡
Show Your Enthusiasm: Let your passion for the FinTech industry shine through in your application. We want to see that you're not just looking for a job, but that you're genuinely excited about the opportunity to contribute to our growth and make an impact.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in B2B sales and the accounting ecosystem. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so make sure your key achievements and experiences are easy to spot. This helps us understand your potential fit for the role quickly.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Insignis
✨Know Your Numbers
As an Account Executive, you'll need to demonstrate your understanding of sales metrics and conversion rates. Brush up on key performance indicators relevant to the role, such as lead conversion rates and pipeline management. Be ready to discuss how you've achieved targets in the past.
✨Showcase Your Relationship Skills
This role is all about building relationships with accountants and networks. Prepare examples of how you've successfully managed client relationships or turned leads into long-term clients. Highlight your communication skills and ability to understand client needs.
✨Understand the FinTech Landscape
Familiarise yourself with the FinTech industry, especially in relation to accountancy. Research Insignis’s offerings and be prepared to discuss how they fit into the current market. Showing that you’re informed will impress the interviewers and demonstrate your enthusiasm for the role.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle challenges in the sales process. Think of specific scenarios where you had to overcome obstacles or improve conversion rates. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.