--- title: 'Account Executive at Puzzle.io' canonical: 'https://feeny.ai/job/account-executive-puzzle-io-us-or-nzgwndc42115' type: 'job' last_seen: '2026-09-08' --- # Account Executive at Puzzle.io - **Company:** Puzzle.io - **Location:** US OR, Canada - **Compensation:** $125k–$150k - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-02-19 - **Last confirmed live:** 2026-09-08 - **Apply:** https://jobs.ashbyhq.com/puzzle.io/246544c1-bc8d-41ce-81fd-db7d5bf192b5 ## Job description Puzzle is redefining how companies navigate their financials. We've built cutting-edge accounting software that empowers accountants and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real-time with AI accuracy reviews, integrates natively with modern tools like Stripe, Ramp, Mercury, and Gusto, and goes beyond traditional accounting to deliver AI-powered insights, variance analysis, and trends. Built for accounting firms, startups, and SMBs, Puzzle takes just minutes to set up. We're on a mission to give businesses the tools they need to make informed financial decisions and drive success. ## WHAT WE'RE LOOKING FOR In order to help us accomplish this, we are seeking a talented, high-performing Account Executive to join our growing sales team. In this role, you will drive a high-volume, efficient sales process that keeps our pipeline moving and customer satisfaction high. This is your opportunity to join a well-funded startup led by an accomplished fintech founder. Join us remotely from anywhere in the US or Canada as we embark on this exciting journey ## WHAT YOU’LL DO - Sales Execution: Own and manage a high velocity sales funnel by efficiently managing a pipeline of leads and trials through the funnel. - End-to-End Sales Ownership: manage the full sales cycle—from prospecting, to qualification, to close—ensuring a seamless customer journey and handoff to Customer Success. - Customer Engagement and Education: Understand customer pain points and communicate http://puzzle.io/Puzzle.io http://Puzzle.io’s value, particularly to startup founders and small businesses with limited accounting expertise. - Data-Driven Sales Management: Maintain detailed records in the CRM, analyzing sales metrics to refine sales strategies and report on success metrics to stakeholders. - Cross-Functional Collaboration: Work cross-functionally with all GTM teams, including Product and Growth Marketing, Customer Success, and Partnerships, to align strategies and develop and execute revenue growth initiatives. ## WHO YOU ARE - Overall Experience: 2+ years experience as an Account Executive in SaaS sales (preferably in fintech or accounting) in high-velocity, transactional or product-led growth environments, with a proven record of meeting or exceeding quota. - Startup Experience: Ability to thrive in a fast-paced environment, while working cross-functionally and taking on substantial ownership. - Inside Sales Skills: Skilled in handling high call volumes of 40+ calls/day and engaging effectively with potential customers over calls, emails, and demos. - Process and Results-Oriented: Ability to optimize and adapt sales approaches, with a focus on repeatable processes and results. - Strong Communication and Objection Handling: Able to clearly articulate product benefits, build rapport, and handle customer objections professionally. - Basic Accounting and Startup Knowledge (Strongly Preferred): Familiarity with accounting/bookkeeping basics and an understanding of the unique challenges faced by startups and small businesses. - Experience with CRM and Sales Technology Platforms: Experience leveraging CRM (Salesforce or Hubspot) and other sales technology tools like sequencing platforms (Apollo, Outreach, etc.) What’s in it for you? Join Puzzle Financial at a pivotal growth stage where you'll help redefine and reimagine how companies handle their financials while building your career in a flexible, remote-first environment. You'll have the opportunity to make a significant impact, work with innovative founders, and develop valuable expertise at the intersection of modern accounting and fintech. Here is a preview of some of the amazing benefits here at Puzzle: - Competitive base pay and commission structure - 100% paid employee health, dental, and vision plans (U.S. & Canada vary) - 10 observed holidays and a flexible PTO policy so you can recharge - $1000 home office budget to get you set up for success - $2400 co-working budget for face time with your colleagues - $600 learning and development budget - 401K so you can save for your future - And much more Puzzle is an equal opportunity and affirmative action employer. We welcome and encourage diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other characteristics protected by law. Candidates should be currently residing in the U.S. or Canada to be eligible for this position. If hired, you will be required to present proof of work authorization. This employer is a participant of the E-Verify program. ## About Puzzle.io ## Company Overview - **One-liner**: Puzzle.io builds an AI-native accounting platform that delivers real-time, accurate financials for startups and accounting firms by rebuilding the core ledger and agent infrastructure from the ground up. - **Entity Type**: Private (VC-backed; total funding $45.25M as of November 2023) - **Headquarters**: United States (specific city not publicly listed) - **Founded**: 2019 - **Founders**: Sasha Orloff (CEO) and John Cwikla (CTO) ## Core Business - **Primary industry**: Financial software / Accounting technology (FinTech) - **Target customers**: Startups, SMBs, and accounting firms (B2B) - **Mission**: To make accounting trustworthy, effortless, and useful enough to help every startup and small/medium business build an enduring company. ## Products & Services - **[Puzzle Platform (SaaS) – for Startups & SMBs](https://puzzle.io/)**: Real-time accounting software that connects natively with Stripe, Brex, Mercury, Ramp, Deel, Gusto, Rippling, and BILL. AI agents draft categorization, reconciliation, and close entries. Supports both cash and accrual accounting. Provides burn rate, runway, and revenue recognition metrics updated continuously. - **[Puzzle for Accounting Firms](https://puzzle.io/accounting-firms)**: Enables firms to scale from 10 to 30+ clients without adding headcount by automating 85–95% of repetitive bookkeeping work. Accountants design workflows; AI executes. Up to 50% faster month-end close. ## Market Standing - **Valuation**: Not publicly disclosed - **Key Metric (Funding)**: Total raised $45.25M across four rounds (Pre-Seed $250k in 2019; Seed in 2021; Series A1 $15M led by General Catalyst in Feb 2023; Series A2 $30M led by XYZ Venture Capital and S32 in Nov 2023). *(Conflicting web data from getlatka.com claims the company is bootstrapped with no outside funding, but this contradicts the company’s own site and LinkedIn; we rely on the official and more recent sources.)* - **Revenue**: $7.9M ARR reported in 2023 (per getlatka.com; not verified for 2024/2025) - **Notable Investors/Partners**: General Catalyst, XYZ Venture Capital, S32, and a syndicate of 100+ venture-backed CFOs and angel investors. - **Growth Signals**: Yearly employee growth of +10.8% (95 employees as of mid-2026); 7,000+ accounting firms and startups use the platform; active job postings in sales, marketing, engineering, and customer success. ## Competitive Advantages - **Modern ledger built from scratch**: Unlike legacy systems (QuickBooks, Xero), Puzzle rebuilt the general ledger and agent infrastructure to be AI-native, avoiding API limitations of older platforms. - **Real-time financial intelligence**: Books update continuously; no need to wait for month-end close to know cash position, burn, or runway. - **Dual market approach**: Serves both direct startups/SMBs and accounting firms, creating a scalable distribution channel. - **No manual rules**: AI agents draft all entries without requiring users to write complex rules, while still keeping accountants in control (nothing posts without approval). ## Strategic Focus - **Product expansion**: Deepening AI capabilities for accuracy and speed, adding more native integrations, and expanding the partner network. - **Market penetration**: Growing the customer base among startups and accounting firms, especially those migrating from QuickBooks. - **Scaling the team**: Hiring across engineering (Senior Software Engineer, Quality Platform), sales, customer success, and marketing. ## Why Work Here - **Culture**: Values include Customer Trust First, Fast Intentional Decisions, Create Customer Value, and Teams Win Together. Emphasis on low-ego, high-integrity talent and proactive feedback. - **Work environment**: Remote-first (described as a "remote-first stealth startup" in earlier profiles). Distributed team. - **Engineering culture**: Modern tech stack (Google Cloud, Python, React, TypeScript, OpenAI, Stripe, Datadog, Docker, etc.) and a focus on building AI-native financial infrastructure. - **Perks**: Not publicly detailed, but the company offers white-glove support for customers and free migration from QuickBooks – suggests a customer-obsessed internal culture. - **Open roles**: Customer Success Manager, Account Executive (x2), Field & Community Marketing Lead, Senior Software Engineer (Quality Platform), Customer Support Specialist, Implementation Manager. ## Sources 1. [puzzle.io](https://puzzle.io/) 2. [puzzle.io/about](https://puzzle.io/about) 3. [jobs.ashbyhq.com/puzzle.io](https://jobs.ashbyhq.com/puzzle.io) 4. [linkedin.com/company/puzzlefin](https://www.linkedin.com/company/puzzlefin) 5. 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