Field Sales Account Executive-Hospitality

Key Responsibilities

• Identify and acquire new clients through daily cold calling, in-person visits (25–30 daily door pulls), and social media outreach.

• Build and manage a pipeline of leads within your assigned territory and schedule meetings with decision-makers to present our products and services.

• Create strong first impressions and foster long-term relationships through consistent engagement and communication.

• Meet and exceed weekly and monthly performance goals related to calls, appointments, presentations, and closed deals.

• Partner with internal teams, including account managers and revenue operations, to achieve individual and company objectives.

• Record and manage all sales activities in Salesforce (CRM) for tracking and follow-up.

Qualifications

• 4+ years of successful outside sales experience, preferably selling financial or marketing services to businesses.

• Strong background in cold calling and territory-based sales planning.

• Proven “hunter” mentality with the drive to generate new business in a remote, field-based environment.

• Excellent interpersonal, presentation, and communication skills, with the confidence to lead discussions around financial products and services.

• High level of financial acumen and ability to articulate value in fee and ROI-based conversations.

• High school diploma (or equivalent) required; bachelor’s degree preferred.

• Proficiency with Microsoft Office, Outlook, and Salesforce (or similar CRM).

• Must possess a valid driver’s license and reliable transportation.

What We Offer

• Competitive base salary with uncapped monthly commissions, auto allowance, and eligibility for sales contests and President’s Club.

• Accelerated commission ramp-up during your first 6 months.

• Clear advancement paths in both Sales and Management.

• In-depth Sales Academy onboarding program offering hands-on training and product knowledge.

• Fully remote work setup, including company-provided laptop and phone.

• Strong retention—many Account Executives have celebrated 15 to 30 years with the company.

• Generous dining reimbursement program when visiting client restaurants.

• Comprehensive benefits package including:

  • PTO and company holidays

  • 401(k) with company match

  • Two medical plans (PPO and HDHP with HSA match)

  • Prescription coverage via Rx ‘n Go

  • Dental, vision, and FSA plans

  • Commuter benefits

  • Supplemental insurance (accident, critical illness, hospital indemnity)

  • Company-paid life and AD&D insurance, with optional coverage for dependents

  • Short- and long-term disability

  • Employee Assistance Program (EAP)