Account Executive, Financial Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the complete SaaS sales process for Ncontracts’ risk, compliance, and third-party management solutions targeted at Wealth, Trust, and RIA organizations.

• Discover, nurture, and finalize new business opportunities through outbound prospecting, referrals, and partnerships.

• Develop and sustain a robust pipeline of qualified prospects.

• Implement rigorous forecasting methodologies.

• Facilitate discovery meetings with senior executives to identify regulatory, operational, and efficiency challenges.

• Collaborate with Marketing, SDRs, Product, and Partnerships teams on messaging and execution strategies.

• Clearly present ROI and business value in a consultative, outcomes-focused manner.

• Utilize Salesforce for managing pipeline, forecasting, and ensuring deal progression visibility.

• Achieve or surpass quarterly and annual ARR objectives.

⛳️ Requirements

• A minimum of 5 years of experience in SaaS sales.

• Preferably at least 2 years of experience selling within the Wealth, Trust, or RIA sectors.

• Proven track record in new logo acquisition roles with annual quotas of $600k or more in ARR.

• Demonstrated capability to self-generate at least half of the sales pipeline through outbound prospecting.

• Experience in selling compliance, risk, or workflow automation platforms is advantageous.

• Proficient in multi-threaded sales and adept at navigating lengthy, complex buying processes.

• Strong skills in discovery and storytelling, linking technology capabilities to business outcomes.

• Team-oriented, coachable, and disciplined in adhering to processes and structures.

• Bachelor’s degree or equivalent professional experience required.

• Knowledge of how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight.

• Comfortable engaging with C-level and senior decision-makers.

• Confident in presenting to executive audiences and customizing messages for both technical and non-technical stakeholders.

• Resilient, positive, proactive, and accountable.

• High integrity with a genuine curiosity to assist clients in problem-solving.

• Legally authorized to work in the United States.

• Must disclose if employment visa sponsorship is needed.

• Must be at least 18 years of age.

• Willingness to undergo a thorough background check if offered a position.

🏝️ Benefits

• Responsible PTO Plan that meets or exceeds state and local medical and family leave regulations.

• 11 paid holidays.

• Opportunities for community and social events.

• Mental health benefits.

• Medical, Dental, and Vision insurance.

• Company-funded Group Life Insurance.

• Company-funded Short- and Long-Term Disability.

• Flexible Spending Account (FSA).

• Health Savings Account (HSA).

• Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice.

• Pet Insurance.

• 401(k) with company match, with eligibility beginning on Day 1 of employment.

• 2 Paid Volunteer Time Off days.

• Fast-paced and enjoyable work environment.