Senior Account Executive

3 hours ago

San Francisco, California, United States Unit Full time
ABOUT UNIT

Unit is a market leader in embedded finance. We offer ready-to-launch financial services - like banking and capital - and serve millions of end-users across ~100 customers, including Wix, Honeybook, Relay, and more.

We're repeat founders with technical backgrounds, working hard to build a successful company that we're proud to work at. Our product moves $40b+ annually and processes 12m+ API calls daily. We've raised $160m+ from top investors including Insight, Accel, and 60+ angels.

THE ROLE

We're hiring a Senior Account Executive to be Unit's first and primary hire in the Bay Area, helping scale our go-to-market efforts at a critical growth stage.

This is a hands-on, sales-focused role owning pipeline and closing complex, consultative deals. You'll work closely with customers and prospects, educating executive teams, whiteboarding with engineering, and representing Unit in the Bay Area.

You'll initially report directly to the CEO, with a transition to sales leadership over time, and are expected to grow into owning Unit's Bay Area presence as we scale.

In-person in San Francisco (5 days/week) with 30–50% travel, including ~1 week/month in our New York HQ. Ideal for candidates who live or want to live between SF and NY.

KEY RESPONSIBILITIES

  • Own the full commercial lifecycle across complex, consultative deals, from sourcing and discovery through solution design, negotiation, and close.

  • Drive pipeline creation and revenue execution, taking accountability for progressing strategic opportunities and translating them into durable revenue outcomes.

  • Act as a trusted advisor to founders, CEOs, and product leaders at vertical SaaS and fintech companies, helping them reimagine their product roadmap and monetization strategies through embedded finance, in service of closing commercial opportunities.

  • Design and iterate on the sales process and playbook, shaping everything from messaging and qualification criteria to tooling and pipeline infrastructure.

  • Partner cross-functionally with Marketing and Product to develop and test demand generation strategies, customer narratives, and outbound motions.

  • Translate market insights into product direction by delivering structured, high-signal feedback from customer conversations that supports sales execution and informs Product and Engineering teams.

  • Represent Unit in the market by leading prospect briefings, partner sessions, and speaking at key industry events and ecosystem gatherings.

WHAT WE'RE LOOKING FOR

  • 6–10 years of experience in a consultative, customer-facing role, including B2B sales, strategy, or advisory, with a clear interest in transitioning into a hands-on, revenue-owning sales role (e.g., investment banking, private equity, consulting, or GTM at an early-stage startup).

  • Proven ability to work cross-functionally, influence without authority, and operate with ownership in ambiguous situations while remaining accountable to revenue goals.

  • Excellent storytelling and communication skills - you can simplify technical ideas and tailor them to diverse stakeholders.

  • Deep curiosity about fintech and excitement about how infrastructure businesses can reshape industries, paired with a desire to sell and scale complex platforms.

LIFE AT UNIT

Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem. We're a fast-growing team of individuals who are passionate about their work, see the big picture and always seek to empower our clients and their end-customers.

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