Mid-Market Account Executive

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

📋 Description

• Take ownership of deals from the point of qualified opportunity through to signed contract.

• Collaborate closely with the Head of Sales.

• Manage the sales cycle with mid-market RIA and wealth management firms.

• Conduct discovery calls to address pain points, compliance challenges, and growth ambitions.

• Partner with a Solutions Consultant for product demonstrations.

• Address common sales objections effectively.

• Create customized pricing proposals and negotiate terms within established guidelines.

• Ensure an accurate HubSpot pipeline and provide reliable forecasts.

• Oversee multiple deals simultaneously and ensure they continue to move forward.

• Transition closed deals to Customer Success with complete context.

⛳️ Requirements

• Minimum of 3 years as a full-cycle Account Executive, successfully closing mid-market SaaS deals in the $25K to $100K ACV range.

• At least 2 years of experience selling within wealth management, financial services, or fintech.

• Comfortable discussing RIAs, custodians, compliance matters, and fiduciary responsibilities.

• Demonstrated achievement of 90%+ of quota for at least one complete year.

• Proven ability to maintain accurate CRM records and provide dependable forecasts.

• Consultative selling style that emphasizes listening and asking insightful questions.

• Experience working in a small or growth-stage company with a headcount of fewer than 100 employees.

• Strong writing capabilities and experience in remote work environments.

• Direct experience selling to RIAs, broker-dealers, or wealth management platforms is preferred.

• Established connections with CCOs, COOs, principals, or operations leads at advisory firms are preferred.

• Familiarity with MEDDPICC, Challenger, Sandler, or similar sales methodologies is preferred.

• Experience selling into custodian ecosystems such as Schwab, Fidelity, or Pershing is preferred.

• Proficiency with tools like Outreach, Gong, LinkedIn Sales Navigator, or Apollo is preferred.

🏝️ Benefits

• Full-time W-2 position.

• Comprehensive health, dental, and vision insurance.

• 401(k) plan.

• Equity opportunities.

• Paid time off (PTO).

• Observance of US holidays.

• Fully remote work option available within the US.