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Alix

Account Executive

Posted 3 Days Ago
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In-Office
San Francisco, CA, USA
150K-250K Annually
Mid level
In-Office
San Francisco, CA, USA
150K-250K Annually
Mid level
Own full-cycle sales to acquire families and partners for an estate-settlement fintech product. Prospect, build and manage pipeline, educate clients through sensitive processes, close deals, and partner with product and operations to improve customer journey using data to optimize performance.
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About Alix
Alix is transforming estate settlement—reducing a 900-hour, 18-month process into a seamless, automated experience. Backed by a $20M Series A, we’re unlocking the largest wealth transfer in U.S. history ($100T).

The Role
As an Account Executive, you’ll own the full sales cycle, helping families and partners adopt a product with clear, immediate value. You’ll play a key role in scaling revenue during a period of rapid growth.

What You’ll Do

  • Own full-cycle sales from prospecting to close

  • Educate and guide customers through a complex, emotional process

  • Build and manage a high-quality pipeline

  • Partner with product and operations to improve the customer journey

  • Use data to optimize performance and conversion

Who You Are

  • Proven closing experience (fintech, financial advisory, banking, or similar preferred)

  • Highly empathetic communicator, comfortable navigating sensitive conversations

  • Thrives in fast-paced, early-stage environments

  • Data-driven and results-oriented

Why Alix

  • Strong product-market fit solving a real problem

  • $20M Series A + 10x growth trajectory

  • Massive market opportunity ($100T wealth transfer)

Learn More

  • $20M Series A Announcement

  • Video Announcement from the Co-Founders

Leadership

  • Alexandra Mysoor – CEO & Co-Founder

  • Hugh Tamassia – COO & Co-Founder

  • Morgan Mackles – Head of Sales

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