Account Executive For Roeto - position no. 1600

About the Company

Roeto is growing – and this is your moment to join.

What began as a CRM system is now evolving into an intelligent platform that's redefining how financial advisors work, think, and deliver value.

The system is already in daily use, but we're rebuilding its core from the ground up – with one clear goal: to lead the next generation of technology solutions for the financial advisory world.

About the Role

We are looking for an Account Executive to join our Sales team, taking full ownership of the end-to-end sales process - from identifying and nurturing leads, through leading tailored sales processes, to closing deals.

Responsibilities:

• Manage inbound leads and build a structured, methodical sales pipeline

• Lead discovery calls to identify customer business needs

• Conduct tailored product demonstrations (demos)

• Manage commercial negotiations and close deals

• Proactively identify and engage potential customers (outbound)

• Maintain accurate documentation and manage data in the CRM system

• Collaborate closely with the Sales Manager and Customer Success team

• Monitor competitors and track trends in the insurance and pension markets

• Meet monthly and quarterly sales targets

Qualifications:

• At least 2 years of experience in B2C sales (advantage for SaaS/technology solutions)

• Proven experience managing multi-stage sales processes, including demos

• Ability to work independently, manage time, and prioritize tasks

• Excellent communication skills in Hebrew (written and verbal)

• High motivation to work in a dynamic, target-driven environment

• Strong interpersonal skills and a high level of customer orientation

Nice to have:

• Familiarity with the Israeli insurance and pension market

• Experience working with Fireberry CRM

• Experience in a startup or high-growth environment

• Proficiency in using AI tools and automation within sales processes