Outbound Account Executive – (SMB or Accounting/Bookkeeping Focus)

Reposted 8 Days Ago
Be an Early Applicant
New York City, NY
Hybrid
65K-80K
Mid level
Fintech • Payments • Professional Services • Software • Financial Services
Melio is a B2B payments platform that is building the infrastructure for moving money between businesses.
The Role
Manage the full sales cycle focusing on selling to Accountants and Bookkeepers, from prospecting to closing deals, ensuring target achievement.
Summary Generated by Built In

Outbound Account Executive – (SMB or Accounting / Bookkeeping Focus)

Location: Hybrid in New York City (3 day in-office requirement)

Qualifications:

  • 2+ years of full-cycle, outbound sales experience in SaaS, fintech, or B2B environments.
  • Proven ability to hit and exceed quota in outbound/new business roles.
  • Excellent communication and storytelling skills—both verbal and written.
  • Experience selling with a defined sales methodology (Sandler, Challenger, MEDDIC, etc.).  Sandler is preferred.
  • Consultative mindset with the ability to identify real pain points and tailor value.
  • Experience with SMBs, accounting/bookkeeping firms, or financial platforms (QuickBooks Online, Xero, etc.) is a major plus.
  • Bonus points if you've sold payments software, AP/AR solutions, or worked with channel partners.

A day in the life and how you’ll make an impact:

  • Prospecting & Pipeline Generation
    • Identify and engage decision-makers through outbound outreach—cold calls, emails, and social selling (e.g., LinkedIn).
    • Build a robust pipeline of qualified leads using strategic prospecting and consistent follow-up.
    • Leverage tools and data to personalize outreach and increase response rates.
  • Discovery & Consultative Selling
    • Schedule and run discovery calls to uncover pain points and understand operational workflows.
    • Position Melio as a value-driven solution tailored to each customer’s business needs.
    • Act as a trusted advisor by deeply understanding prospects’ AP/AR challenges and how Melio solves them.
  • Product Demonstrations & Deal Execution
    • Deliver compelling, customized product demos that resonate with both technical and non-technical stakeholders.
    • Manage the full sales cycle—from first contact through commitment—with a focus on speed and precision.
    • Recommend solutions that align with business goals and deliver mutual value.
  • Target Achievement & Pipeline Management
    • Consistently meet or exceed monthly, quarterly, and annual sales targets.
    • Maintain accurate pipeline data in Salesforce for forecasting, reporting, and performance analysis.
    • Use insights from call recordings and CRM data to improve conversion rates and sales efficiency.
  • Customer Relationships & Feedback Loop
    • Build long-term relationships with key stakeholders.
    • Provide ongoing feedback from customer conversations to help improve product-market fit and go-to-market strategy.

About the team:

Melio is on a mission to keep small businesses in business. We simplify B2B payables and receivables so business owners—and the professionals who support them—can focus on what they do best. We're hiring multiple Outbound Account Executives to join our team and help us bring Melio’s powerful accounts payable and accounts receivable solutions to two key audiences: Small & Medium Businesses (SMBs) and Accounting/Bookkeeping firms and their clients. If you're a natural closer with a consultative mindset and love making a real impact, this is your chance to grow fast and sell something that meaningfully helps businesses.

About Melio USA: 

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component  
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Top Skills

Quickbooks Online
Salesforce
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The Company
HQ: New York, NY
580 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.

Why Work With Us

Our culture and people are our top priorities. We champion a team that fosters DEI in all aspects. Our #TeaMelio is made up of hardworking go-getters, and we love to celebrate the successes of our team. and the continued success of our growing company! Melio fosters collaboration and transparency both internally and externally.

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