Senior Sales Executive, Enterprise

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Take ownership of a portfolio comprising large, intricate enterprise opportunities, guiding them from initial discovery to onboarding.

• Facilitate collaboration on deals with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support teams.

• Develop and uphold account plans, deal notes, internal next steps, and external action plans.

• Direct multi-threaded deal strategies across executive, operational, and advisory stakeholders.

• Conduct business case and solution alignment discussions, linking the platform, pricing, service model, and roadmap to the priorities of prospects.

• Engage with prospects regarding product gaps, commercial complexities, and implementation queries while coordinating with internal partners.

• Collaborate on commercial structuring, pricing negotiations, and proposal creation for strategic firms.

• Enhance Enterprise playbooks, sales processes, account-plan quality, and deal communication.

• Ensure Salesforce accuracy, stage management, and thorough deal inspections to support precise forecasting and bolster sales performance.

• Travel as necessary for onsite visits, executive meetings, strategic presentations, and crucial late-stage deal moments.

⛳️ Requirements

• Over 10 years of experience in enterprise sales, strategic account management, or complex client-facing roles within wealth management, fintech, custody, or related financial services.

• Solid understanding of the RIA ecosystem, advisor business models, custody dynamics, and operational workflows.

• Demonstrated ability to advance complex opportunities through solution alignment, business cases, onsite diligence, and commitment stages towards finalized proposals.

• Capacity to identify champions, skeptics, political realities, and misleading deal momentum.

• Strong commercial instincts alongside comfort in pricing, packaging, and proposal intricacies.

• High emotional intelligence paired with a strong executive presence.

• Effective cross-functional leadership without formal authority.

• Exceptional written and verbal communication skills with disciplined follow-through.

• Comfortable operating within a collaborative shared-ownership framework.

• Possession of SIE, Series 7, and Series 63 licenses, or ability to acquire them within 90 days of employment.

🏝️ Benefits

• Competitive salary and equity options for eligible positions.

• Comprehensive healthcare, dental, and vision insurance plans (HMO and PPO).

• 401k savings plan with a 4% match and immediate vesting.

• 16 weeks of paid parental leave after one year of employment.

• Opportunities for professional growth and development, including an employee mobility program and an annual L&D budget for each employee.

• Company perks program offering discounts on pet insurance, fitness, mobile phone plans, travel, and more.

• Financial guidance program covering debt management, personal spending tracking, saving and planning goals, and home-buying preparedness.

• One month of remote work flexibility (with a few country exceptions).

• Stock Options (ISOs) available for eligible roles.