What are the responsibilities and job description for the Account Executive position at Your Money Line?
Our growing company is searching for an Account Executive to play a critical role in building new clients for Your Money Line on our Direct B2B sales team. You will own the full sales cyclefrom discovery to closeand work directly with HR leaders, CFOs, and benefits decision-makers. In this role, you will work closely with the other sales team members and the marketing team to sell into a rapidly growing category (financial wellness). This role reports directly to the Head of Sales at YML and is primarily in-person at Your Money Line's Indianapolis headquarters.
About Your Money Line
Your Money Line (YML) is a leading financial wellness platform that provides employees with essential tools and guidance to manage financial challenges, plan for the future, and achieve their goals. Through an all-in-one mobile app, access to certified financial coaches, and AI-driven tools, YML empowers employees at every life stage. Trusted by organizations across industries, including corporations, school districts, and healthcare systems, YML is transforming lives and improving financial well-being nationwide. Founded by financial expert Peter Dunn, also known as Pete the Planner, YML is dedicated to making impactful, positive changes in the lives of employees and their families.
Key responsibilities
- Identifying and contacting sales prospects
- Creating new opportunities through inbound, events, and outbound efforts.
- Handle inbound requests from accounts that want to learn more about us and outbound prospecting to ideal clients.
- Run discovery, qualification, demo, and negotiation calls with prospective buyers.
- Manage the end-to-end deal cycle with our customers.
- Exceed activity, pipeline, and revenue goals on a quarterly basis.
- Work with internal leadership to develop world-class products and processes.
- Track all opportunity and customer details including use case, purchase timeframes, next steps, and forecasts in CRM (Salesforce).
- Bachelor's degree in Business, Marketing, Communications, or a related field (preferred).
- 5 years of experience in B2B sales, preferably in HRTech, benefits and/or SaaS
- Experience with CRM software (e.g., Salesforce, HubSpot) and sales tools (e.g., Gong, LinkedIn Sales Navigator) is a plus.
- Strong communication skills, both written and verbal, with the ability to engage with senior-level executives.
- Ability to quickly understand the company's offerings and articulate the value proposition to potential customers.
- Strong discovery and objection handling
- Ability to sell value (not price)
- Comfortable running structured sales processes
- Experience managing multiple deals simultaneously
- Not afraid to prospect and create your own opportunities
- Self-motivated with a strong desire to succeed and exceed targets.
- Detail-oriented with strong organizational and time management skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Knowledge of social media platforms, email marketing, and cold-calling techniques.
- Medical Insurance (Company pays 75% of the premium for all tiers)
- Health Savings Account with employer HSA contribution
- Dental and Vision Insurance
- Company Equity
- 401K with Company Match
- Hybrid Office Model
- Unlimited Wellness Time Off
- Unlimited Paid Time Off
- Unlimited access to YML platform and resources
- Elective Accident, Disability, and other non-medical insurance coverages
- Group-Life & AD&D Insurance
- Paid Paternity, Maternity, and Adoption Leave
- Flexible Spending Accounts and Dependent Care Flexible Spending Account
- Voted a 'Best Place to Work in Indiana' 2023, 2024, 2025, 2026
If you feel you meet these qualifications, you get excited by helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team we'd love to meet you.