[Send your CV and two bullet points max explaining why you are the right candidates at careers@getsumit.com]

Founding Account Executive at SumIt Software in NYC

We are seeking a driven and experienced Founding Account Executive to be the face of SumIt and work closely with our CEO to accelerate revenue growth.

This won’t be like any other job—you’ll be our first account executive team, significantly influencing the direction of the business. High impact? High stakes? High reward? Read further.

About SumIt

Ready to transform a $2.5 trillion industry that's stuck in the past? Join SumIt as a founding Account Executive and help bring cutting-edge technology to the world of high-net-worth financial management.

At SumIt, we're solving a critical problem: Despite managing trillions in assets, many wealthy families and individuals still rely on outdated tools like QuickBooks for their complex financial needs. We're changing that with our innovative platform that simplifies financial consolidation across multiple entities with just a few clicks.

Our software doesn't just streamline processes – it gives valuable time back to financial professionals and provides unprecedented clarity for decision-makers. Accountants, controllers, CFOs, and principals love how SumIt transforms their financial complexity into actionable insights.

As a founding account executive, you'll play a crucial role in shaping our go-to-market strategy and building relationships with some of the most influential financial decision-makers in the world. You'll have the opportunity to make a significant impact on both our company's growth and the industry as a whole.

At SumIt, we're a team of innovators passionate about solving complex problems with elegant solutions. We value creativity, collaboration, and the drive to make a real difference. If you're excited about the challenge of modernizing wealth management technology and want to be part of a dynamic, fast-growing team, we want to hear from you!

What You’ll Do:

Know SumIt inside out to showcase its value to prospects (in person and live video demo)
Actively manage your pipeline from outreach, intro, demo, to quote and closing
Build top of funnel through cold and warm outreach
Represent SumIt at conferences and events, building relationships with potential clients
Provide key market feedback to shape product development and our go-to-market strategy
Partner with the CEO to define best practices and sales processes

You Are:

A relationship builder who thrives on making meaningful connection
Skilled at navigating multi-step complex sales cycles with multiple stakeholders
Nuanced and conciliatory while always closing deals
Adaptive - you do something, you learn, you get feedback, and you apply it
Eager to have an outsized impact on the business as a key player in an early-stage startup
Detail oriented (much like our clients who are CFOs, controllers, and accountants)
Metrics-driven with a focus on delivering measurable results
Proactive, proactive, and proactive

Qualifications:

4-5+ years of full-cycle B2B software sales experience
Proven ability to connect with key stakeholders, from executives to end-users
Familiarity with navigating and managing CRMs (We use Hubspot)
Experience selling into family offices or accounting firms with a high net worth practice is strongly recommended.
Background in accounting (e.g. CPA) would be a big plus
Willingness to travel and represent SumIt at conferences

What We Offer:

Competitive compensation with equity based on experience ($90k-180k OTE)
Uncapped upside once targets are met
Hybrid work environment but mostly based in New York
Mentorship from the CEO and Sales Advisors
Full medical, dental, and vision coverage.
401k

Ready to join us in reshaping the future of family office and high net worth individual accounting? Apply!

SumIt Software

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Founding Account Executive