Account Manager Fintech - Remote (m/w/d) (Canada)

Account Manager Fintech - Remote (m/w/d) (Canada)

05 Nov
|
overflow
|
Canada

05 Nov

overflow

Canada

Overflow is a Series C, growth-stage technology company on a bold mission: to inspire the world to give. We're a vertical fintech and SaaS platform unlocking more ways to give — cash, stock, crypto, and beyond — through a beautifully designed ecosystem built for high-impact churches, nonprofits, and mission-driven institutions.

Backed by Uncork Capital, Craft Ventures, Salesforce Ventures, R7, and WIF (one of the largest lenders to faith and philanthropic organizations in the country), we're building the infrastructure that makes generosity frictionless at scale.

Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 — “The world of the generous gets larger and larger” — we operate with integrity, stewardship, service, and excellence.

Remote Work & Collaboration

Overflow is a remote-first company with team members located across the U.We also maintain office spaces in Los Gatos, CA and Birmingham, AL for employees who are locally based and prefer an in-office work environment. Overflow is seeking a mission-aligned, high-performing Account Executive (AE) to join our Sales team. This role sits at the center of Overflow’s go-to-market engine and is responsible for driving pipeline, leading consultative sales conversations, delivering compelling product demos, and closing high-volume inbound and outbound opportunities with urgency and excellence. You thrive in fast-paced environments, consistently hit quota targets, and know how to manage a high-activity pipeline while maintaining strong attention to detail and follow-through.

You are competitive, resilient, and energized by building relationships and winning business. You are confident leading discovery conversations, navigating objections, managing multi-stakeholder deals, and guiding prospects through the full sales cycle from first touch to close. At the same time, you bring high emotional intelligence, strong communication skills, and a genuine desire to serve churches and nonprofits well.



Drive Revenue & Pipeline Health

- Maintain an accurately forecasted pipeline in HubSpot with strong CRM hygiene and activity tracking
- Track and optimize key metrics: demo-to-close rate, deal velocity, average contract value, and total processing volume
- Identify expansion opportunities within existing accounts and collaborate with Customer Success on upsell motions

Inbound Lead Engagement, Qualification & Pipeline Development

- Build your own outbound pipeline through proactive prospecting, targeted account research, and personalized outreach to churches and nonprofits in your territory
- Articulate complex financial products and compliance requirements in easy, compelling terms for non-technical buyers

Strategic Outreach & Prospecting

- Support targeted outbound outreach when appropriate, including follow-ups from events and marketing campaigns
- Conduct thoughtful, personalized outreach in addition to high-volume prospecting
- Represent Overflow at 6–10+ industry conferences, church expos, and nonprofit summits per year — building relationships, sourcing deals, and expanding brand presence
- Master multi-threaded selling — build relationships across finance, development, and executive leadership simultaneously within each account
- Sales Fundamentals
- 5+ years in SaaS, business development, or tech sales with a proven track record of hitting and exceeding quota
- Full-cycle sales experience: from inbound qualification through discovery, demo, negotiation, and close
- Experience navigating complex, multi-stakeholder deals with 30–180 day sales cycles
- Objection handling mastery: pricing, implementation timelines, platform switches,



and ROI justification
- ROI storytelling: skilled at building business cases that quantify value through increased donation volume and donor retention
- Financial literacy: comfortable discussing stock donations, cryptocurrency, DAFs, and tax implications for donors
- Compliance awareness: ability to address security, data privacy, and regulatory concerns with confidence
- Technical & Operational Excellence
- CRM expertise: proficient in HubSpot for pipeline management, forecasting, and activity tracking
- Tech stack fluency: experience with Gong, LinkedIn Sales Navigator, ZoomInfo, or similar prospecting and enablement tools
- to improve productivity, research accounts, and personalize outreach
- Data-driven: consistently tracking metrics and refining approach based on performance insights

High EQ — exceptional listener, empathetic communicator, skilled at building trust quickly

- Resilience: thrives under pressure, bounces back from rejection, maintains optimism through medium-long sales cycles
- Actual compensation may vary based on factors including job-related skills, experience, interview performance, and market data.

Total compensation may also include equity, commission eligibility, and a comprehensive benefits package. As a Series B company, we believe equity is a meaningful part of building long-term ownership—when Overflow wins, our team should share in that upside.

Overflow offers a thoughtful benefits package designed to support your well-being, growth, and life outside of work, including:

- Competitive base salary with equity and commission eligibility
- Medical, dental, and vision coverage for employees and dependents
- Generous paid time off and company holidays
- Paid parental leave
- 401(k) retirement plan
- Dedicated mental health and therapy stipend to support personal well-being
- Overflow is proud to be an equal opportunity employer and is committed to building a diverse and inclusive team.

📌 Account Manager Fintech - Remote (m/w/d) (Canada)
🏢 overflow
📍 Canada

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