Enterprise Account Executive

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

📋 Description

• Manage a strategic territory of enterprise accounts, focusing on existing clients with potential for growth and key targets that lack prior engagement.

• Work in tandem with an Enterprise SDR to execute coordinated outbound initiatives.

• Actively travel to strengthen relationships, participate in industry events, and connect with key stakeholders.

• Maintain precise pipeline forecasts and provide regular updates to the VP of Enterprise Sales.

• Lead the entire enterprise sales process by developing and implementing a multi-faceted engagement strategy across various roles (users, influencers, decision-makers, executives).

• Ensure executive-level engagement and adeptly navigate complex organizational structures.

• Customize messaging and demonstrations for a variety of personas, including CIOs, advisors, and operations leaders.

• Guide deals through internal buying committees, which may include IT, compliance, and legal teams.

• Design and present tailored ROI-focused proposals that align with strategic objectives.

• Oversee extended, multi-stage sales cycles that involve pilots, proof-of-concept phases, and procurement processes.

• Anticipate and address typical enterprise objections, such as integration, cost, and procurement challenges.

⛳️ Requirements

• 3–5+ years of proven success in enterprise SaaS or fintech sales; experience in WealthTech or financial services is highly preferred.

• Demonstrated ability as a self-starter who effectively generates pipeline through outbound prospecting.

• Proficient in managing complex, multi-threaded sales cycles that involve numerous stakeholders and decision-makers.

• Proven capacity to forge strong relationships with outstanding executive presence, confidently engaging at all levels within an organization.

• Employs a strategic and consultative selling approach, with the skill to craft personalized business cases that align product value with client objectives.

• Highly inquisitive, energetic, and collaborative—driven by results and motivated by team achievements.

• Familiarity with investment workflows, portfolio construction, and RIA tech stacks is advantageous.

🏝️ Benefits

• 100% employer-covered health, dental, and vision insurance.

• 401(k) matching to support your financial future.

• Opportunities for internal mobility and cross-departmental collaboration.

• Flexible time off, including vacation days, sick days, and a celebration day.

• Paid parental leave to assist with work-life balance.

• Professional development stipend to facilitate your career growth.

• Hybrid work schedule offering flexibility to work both in-office and remotely.

• Summer hours for more enjoyment of sunny days.

• Generous holiday schedule with company-paid holidays ensuring planned and meaningful rest throughout the year.

• Recognition programs to honor contributions and milestones.

• Modern, centrally located offices stocked with premium snacks, coffee, beverages, and weekly lunch credits to energize your workday.

• Regular team events, celebrations, and company-wide gatherings that foster a connected and collaborative culture.