Enterprise Account Executive

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

📋 Description

• Identify, engage, and secure new business opportunities with major financial institutions (such as wealth management firms, broker-dealers, banks, and insurance companies).

• Conduct discovery calls, demonstrations, and collaborative solution design sessions for potential clients.

• Guide consultative sales processes to thoroughly comprehend the pain points, priorities, and purchasing processes of financial institutions.

• Create, negotiate, and finalize high-value SaaS agreements involving multiple stakeholders.

• Establish connections with executive, technical, and business stakeholders on the client side.

• Work collaboratively with product, customer success, and marketing teams to provide value throughout the client journey.

• Maintain a strong pipeline using CRM software, ensuring accurate forecasting and reporting.

• Keep informed about industry trends, client challenges, and the competitive landscape.

⛳️ Requirements

• At least 5 years of experience in enterprise SaaS sales or a related field, with a proven record of surpassing quotas.

• Demonstrated success in selling to large financial institutions (including RIAs, BDs, banks, or insurance firms).

• Extensive experience in consultative, solution-oriented selling and managing multi-stakeholder deals.

• Strong understanding of workflows, purchasing processes, and compliance requirements within the financial services sector.

• Exceptional communication, negotiation, and presentation abilities (both verbal and written).

• Capability to navigate complex and prolonged sales cycles while building trust at the senior level.

• High level of ownership, self-motivation, and resourcefulness.

• Familiarity with CRM tools (such as Salesforce or HubSpot).

• A Bachelor’s degree or equivalent experience is preferred.

🏝️ Benefits

• Equity

• Medical, dental, and vision benefits

• 401k available