Senior Account Executive, SaaS Sales

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

📋 Description

• Take charge of and enhance revenue growth within the Registered Investment Advisor (RIA) channel.

• Implement Gridline’s market entry strategy.

• Oversee both new and expansion revenue for the designated territory.

• Ensure accountability for pipeline integrity, bookings, and successful deals.

• Create and progress the pipeline through outbound prospecting, inbound leads, and referral networks.

• Manage deals from the discovery phase to contract finalization.

• Interact with multiple C-suite executives and key decision-makers.

• Promote the adoption of multiple products across the Gridline platform.

• Uphold strict CRM practices.

• Collaborate with Marketing and Product teams to enhance messaging and support demand generation efforts.

• Represent Gridline at industry events and client engagements.

• Simplify intricate fintech concepts into clear value propositions for RIAs and their clients.

• Report directly to the Chief Growth Officer (CGO).

⛳️ Requirements

• A minimum of 5 years of experience in complex enterprise sales.

• Preferably experience in selling fintech and/or wealthtech SaaS solutions to RIAs, family offices, or similar entities.

• Willingness to travel 15–20% within the assigned territory for client meetings and industry events.

• Ideally possess a bachelor's degree or equivalent in a relevant field such as finance or economics.

• Fully remote within the designated territory.

• Strong preference for candidates located in major regional financial markets.

• Proficient in navigating complex stakeholder groups, including CEOs, CCOs, CIOs, COOs, and Principals.

• Experience with quota-carrying sales and managing intricate deal cycles.

🏝️ Benefits

• Competitive salary.

• Equity opportunities.

• Flexible paid time off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Unlimited commission potential.

• 100% remote work flexibility.

• High-autonomy work environment.

• Chance to join a Series A fintech company at a pivotal growth stage.

• Opportunity to help transform the private markets sector and establish its foundational infrastructure.

• Collaborate with seasoned operators and builders.

• Opportunity to take ownership and tackle complex challenges.