Account Executive - Financial Education (Remote accepted)

EverFi - Washington, DC - Full time


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Founded in 2008 to tackle some of the largest challenges facing our nation, EverFi is one of the fastest-growing education technology companies in the US. We build powerful learning platforms to teach students and adults the critical skills they need for life, including financial literacy, online safety and cyberbullying, alcohol abuse and sexual assault prevention, and career readiness. EverFi has fundamentally revolutionized the way that the private sector can connect with their communities and drive innovation in our nation’s schools. We’ve created a network of more than 8000 schools and 1000 private-sector partners that who are helping change lives and growing future opportunity. Our team consists of over 300 employees across the US and Canada and partners that range from the White House to the NHL to Pharrell Williams. All EverFi team members have significant responsibility and must make a big impact.

EverFi is looking for an experienced Account Executive who wants to jump in head-first and help build a pre-IPO startup experiencing explosive growth. You will directly contribute to the growth by calling on financial institutions, specifically banks and credit unions, selling the suite of EverFi financial products. We are looking for a dynamic, high performing salesperson with 4+ years of experience selling technology products and/or services over the phone, via web-based and in-person presentations . The ideal candidate has a history of exceeding sales quota, loves the thrill of the hunt, and is capable of building and growing a pipeline of business as a result of outbound prospecting and high activity metrics. They also have experience navigating through complex organizations and selling to multiple decision makers in the C-Suite.

Your primary responsibilities will be:

  • Master our products and the competitive landscape
  • Analyze territory/market potential and determine the value of existing and prospective customer value to the organization; Research, identify, and tenaciously generate weekly new opportunities via the phone and web
  • Methodically qualify, build, and manage an accurate sales funnel; Build and maintain pipeline to reflect appropriate quota coverage, with detailed notes in SFDC
  • Carry a significant quota; meet or exceed activity goals or revenue targets
  • Forecast accurately and transparently
  • Strategically attack a regional territory to close new business and grow existing accounts
  • Sell our solutions with a consultative approach in a high energy environment
  • Maintain a high volume of activity including outbound calls, emails, & social selling
  • Skillfully deliver web based presentations using inside sales best practices
  • Comfortably sell to VP & C-Suite executives, navigating through multiple decision makers in large complex orgs
  • Consistently kill your quarterly and annual sales quota and be well-compensated for doing so
  • Drive to individually compete (and win!) while still being a fantastic team player
  • Maintain professional and proactive communication with management regarding activities, customer needs, and other business opportunities
  • Travel as necessary (up to 50%) within specific geographic territory

Desired skills, experience, and qualifications:

  • At least 3-5 years of sales experience in a sales role; Excellent closing skills and strong customer focus
  • Strong track record of achievement preferably selling financial, educational or SaaS products (and references to back it up)
  • You are a proven closer with experience navigating 50K + ACV deals
  • Previously trained in consultative / value based selling
  • Technically savvy and specifically skilled in SFDC & Marketo
  • Knowledge and experience in the Financial Services (commercial banks and credit unions)
  • 4 year degree from a great college or university; MBA is a plus
  • Knowledge of and experience with Salesforce or other CRM systems to track deal pipeline
  • Understands and subscribes to a SaaS business model and sales methodology; well versed in The Challenger Sale and Predictable Revenue
  • Driven by desire for excellence in your craft and work hard to constantly improve
  • Proactive, self-starter with good work ethic and ability to work independently
  • Excellent communication and interpersonal skills
  • You are a socially aware, deeply empathetic and quickly able to establish rapport in a variety of settings


  • Competitive base salary & equity plan
  • Health, dental, & vision coverage
  • Generous paid time off program
  • Opportunity to work with talented people who also have fun in the workplace
  • Casual work environment and a sweet open office on the Georgetown waterfront

EverFi appreciates your interest in our company as a place of employment. It is EverFi policy to provide equal opportunity for employment to all qualified employees and applicants, regardless of race, religion, religious affiliation, ancestry, citizenship status, marital status, familial status, sexual orientation, color, creed, national origin, sex, age, disability, or veteran status or any other characteristic protected by local, state or federal law. This policy applies to all areas of employment including recruitment, placement, training, transfer, promotion, termination, pay, and other forms of compensation and benefits. EverFi will provide reasonable accommodations to qualified individuals with disabilities.

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Experience Level

Mid Level


EVERFI is the leading education technology company that provides education for the real world. Founded in 2008, EVERFI is fueled by its Software-as-a-Service (SaaS) subscription model and has certified over 16 million learners in critical skill areas.

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