How to hire an internal account executive

How to hire an internal account executive, step by step

Here's a step-by-step internal account executive hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an internal account executive job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new internal account executive
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the internal account executive you need to hire. Certain internal account executive roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect internal account executive also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list presents internal account executive salaries for various positions.

   Type of Internal Account Executive	Description	Hourly rate
   Internal Account Executive	Accountants and auditors prepare and examine financial records. They ensure that financial records are accurate and that taxes are paid properly and on time... Show more	$18-34
   Accountant Internship	An accounting intern is responsible for assisting an organization's accounting department, observing practical applications and processes, and performing accounting duties under the supervision of tenured accounting staff. Accounting interns support the accounting operations by preparing and organizing financial reports, helping with accounts reconciliation, researching financial and stock market trends, utilizing various accounting software, and managing feedback from their mentors... Show more	$11-21
   Accounting Supervisor	Account supervisors are in charge of the accounting and financial operations within an organization's accounting department. They supervise the account team and provide feedback about their performance and recommend improvements when necessary... Show more	$24-44

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Internal Account
   • Audit Plan
   • Payroll Taxes
   • General Ledger
   • Internal Controls
   • Journal Entries
   • CPA
   • Internal Audit
   • Balance Sheet
   • Credit Card
   • Account Executives
   • QuickBooks
   • W-2
   • Expense Reports

   Check all skills

   Responsibilities:

   • Manage inventory, manufacturing quantity and schedule and source raw material by closely collaborating with marketing, OEM factory and consigners.
   • Consult and work with company CPA.
   • Read and interpret a variety of regulations, technical manuals and other directives relating to logistics property administration and accounting.
   • Answer phones, enter customer payments, work with monitor accounts, balance A/R for 15 currencies, research payment discrepancies
   • Explain balance sheet and profit and loss variances over 25K USD.
   • Maintain account receivable records for international clients, coordinate & implement A/R software application.

   More internal account executive duties

3. Make a budget

   Including a salary range in your internal account executive job description is one of the best ways to attract top talent. An internal account executive can vary based on:

   • Location. For example, internal account executives' average salary in south carolina is 51% less than in district of columbia.
   • Seniority. Entry-level internal account executives 47% less than senior-level internal account executives.
   • Certifications. An internal account executive with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in an internal account executive's salary.

   Average internal account executive salary

   $52,836yearly

   $25.40 hourly rate

   ---

   Entry-level internal account executive salary

   $38,000 yearly salary

   Updated December 5, 2025

   Average internal account executive salary by state

   Rank	State	Avg. salary	Hourly rate
   1	New York	$68,194	$33
   2	New Jersey	$62,498	$30
   3	Connecticut	$59,590	$29
   4	Illinois	$59,144	$28
   5	Massachusetts	$57,128	$27
   6	California	$56,692	$27
   7	Virginia	$56,679	$27
   8	Texas	$50,293	$24
   9	Ohio	$48,295	$23
   10	Florida	$46,468	$22

   Average internal account executive salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Barclays	$95,859	$46.09	1
   2	First Republic Bank	$82,451	$39.64
   3	loanDepot	$67,168	$32.29
   4	Onward Technologies	$62,084	$29.85	2
   5	Cigniti Technologies	$61,630	$29.63
   6	Delphix	$58,320	$28.04
   7	Tranzact	$55,127	$26.50
   8	B & P Enterprises	$54,134	$26.03
   9	BGI, Inc	$53,611	$25.77
   10	UK Power Networks	$53,295	$25.62
   11	*n/a*	$53,163	$25.56	9
   12	Blueliner Marketing	$53,132	$25.54
   13	Rebel Athletic	$52,740	$25.36
   14	New York & Company	$52,736	$25.35
   15	Lake County	$51,437	$24.73
   16	San Bernardino County	$50,737	$24.39

4. Writing an internal account executive job description

   A good internal account executive job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an internal account executive job description:

   Internal account executive job description example

   At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here.
   Incredible teams doing exceptional work, every day
   We are seeking an Internal Account Executive - Tech Bankingto support our growing tech banking practice, with a focus on servicing early stage companies while understanding all stages of the startup growth cycle.
   
   Responsibilities
   
   The Internal Account Executive - Tech Bankingwill partner with Relationship Managers and Wealth Managers to identify and successfully cultivate business opportunities and showcase the breadth of our holistic offering for tech startups. As part of this collaboration, the Account Executive will coordinate across teams to drive value to clients including cash and liquidity management, foreign exchange, corporate investment management, thought leadership and beyond banking services. In addition to deepening relationships, this role will be focused on achieving high client Net Promoter Scores and increasing client retention. The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment that is all about providing exceptional client service.
   
   What you'll do as an Internal Account Executive - Tech Banking:
   
   - Create a business development strategy for identifying and cultivating startup relationships in partnership with Relationship Managers and Wealth Managers. Execute on relationship management and business development within the startup banking sector - should have strong technical knowledge of early to late stage tech companies.
   - Develop, maintain, and enhance existing client relationships while serving as the main point of contact for service needs.
   - Proactively introduce services that benefit the client, including deposits (cash management, online banking, and foreign exchange), Wealth Management, and beyond banking resources.
   - Strong technical knowledge of startup/venture capital industry and market participants.
   - Participation in key industry events, summits, either hosted by First Republic or external centers of influence.
   - Perform other duties & responsibilities as required or assigned by supervisor.
   - Responsibilities include the following:1) adheringto and complying withall applicable, federal and state laws, regulations and guidance, includingthose related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completingrequired training,4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
   
   Internal Contacts: Relationship Managers, Wealth Advisory Team, Business Banking Analysts, and Administrative staff
   External Contacts: Startup founders, Chief Financial Officers' and other staff. Also various service providers (i.e. Bookkeeping/finance, law firms, HR/Payroll providers etc)
   
   Qualifications
   
   You could be a great fit if you have:
   - Strong interpersonal and communication skills
   - Strong analytical and underwriting knowledge
   - Thorough understanding of FRB credit guidelines various products and programs
   - Must be able to effectively manage multiple priorities and flourish in a fast paced environment
   - Excellent computer skills
   - Provides extraordinary service
   - Furthers the First Republic Bank culture and values
   - Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel.
   - Bachelor's Degree, industry background of at least 5-7 years within Technology banking and preferably working with early stage companies
   - Excellent business development and cross-selling skills
   - Team player
   Job Demands:
   - The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
   - Vision must be sufficient to read data reports, manuals and computer screens.
   - Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
   - Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
   - Position involves sitting as well as walking or standing for brief periods of time.
   - Must be able to travel as position requires.
   - May be required to lift 25-50lbs.
   Independent Judgment:
   - Ability to select prospects most aligned with First Republic Bank's business model.
   - Ability to differentiate higher quality credit
   
   Own your work and your career - apply now
   Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
   
   We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability - that's the First Republic way.
   
   We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.
   
   If you are curious to learn more about this opportunity, we'd love to hear from you.
   
   This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.
   
   First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.
   
   For New York City-based roles: Mayor Bill de Blasioannouncedthat,effective December27, 2021,allprivate sector employers in New York City will be required to ensure that their employees are vaccinated against COVID-19toattendwork in the office. ReasonableMedical or Religious Accommodations may be requested if applicable to you.Please view New York'sGuidance on Accommodations for Workersfor more information.

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5. Post your job

   There are a few common ways to find internal account executives for your business:

   • Promoting internally or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to meet candidates with the right educational background.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to recruit passive job-seekers.

   Post your job online:

   • Post your internal account executive job on Zippia to find and recruit internal account executive candidates who meet your exact specifications.
   • Use field-specific websites such as efinancialcareers, financialjobsweb.com, careerbank, financial job bank.
   • Post a job on free websites.

6. Interview candidates

   To successfully recruit internal account executives, your first interview needs to engage with candidates to learn about their interest in the role and experience in the field. You can go into more detail about the company, the role, and the responsibilities during follow-up interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new internal account executive

   Once you've selected the best internal account executive candidate for the job, it's time to write an offer letter. In addition to salary, this letter should include details about the benefits and perks you offer the candidate. Ensuring that your offer is competitive is essential, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and you should be open to discussion. After you reach an agreement, the final step is formalizing the agreement with a contract.

   You should also follow up with applicants who don't get the job with an email letting them know that you've filled the position.

   Once that's done, you can draft an onboarding schedule for the new internal account executive. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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