
Enterprise Account Executive
Posted Sep 18

Posted Sep 18
This is a fully remote position, open to applicants in United States.
• Close enterprise and strategic accounts with an ACV ranging from $100K to $500K, including multi-year and multi-product agreements.
• Manage intricate sales cycles that involve key stakeholders such as principals, CCOs, COOs, CIOs, and operations leaders.
• Build consensus among multiple stakeholders and navigate through pricing and contract negotiations.
• Maintain a pipeline coverage of 3x+ and ensure accurate forecasting within the CRM.
• Self-generate pipeline opportunities through relationships, referrals, events, and industry networks.
• Coordinate demonstrations, technical proof points, proposals, and transitions to Customer Success.
• Provide insights on competitive and market intelligence to shape sales strategies.
• Manage qualified opportunities from discovery through negotiation, signature, and the handoff to Customer Success.
• A minimum of 3 years of experience closing enterprise SaaS deals, specifically with opportunities of $100K+ ACV.
• At least 2 years of sales experience within the wealth management, financial services, or fintech sectors.
• Strong comprehension of RIAs, IBDs, custodians, compliance, and fiduciary principles.
• Proven track record of selling to multi-stakeholder buying committees.
• Documented achievement of 90%+ quota attainment for at least one complete year.
• Demonstrated ability to self-source pipeline and engage in relationship-based selling.
• Strong discipline in CRM usage and forecasting; experience with HubSpot is preferred.
• Experience in a growth-stage company or in organizations with fewer than 100 employees.
• Availability to work within U.S. time zones.
• Familiarity with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is advantageous.
• Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership are highly valued.
• Experience with MEDDPICC or Challenger sales methodologies is preferred.
• Visa sponsorship is not available.
• A base salary of $150K.
• On-target earnings (OTE) of $300K, with no cap.
• A 50/50 variable compensation split.
• Accelerators.
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