SME & Enterprise Account Executive

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

📋 Description

• Take ownership of the sales process from qualified opportunity to signed contract with small and medium enterprises (SME) as well as enterprise Registered Investment Advisors (RIA) and wealth management firms.

• Successfully close deals typically ranging from $100K to over $500K in Annual Contract Value (ACV).

• Establish trust with executive decision-makers and guide buying committees towards a resolution.

• Develop customized pricing proposals and create structured multi-year agreements, phased rollouts, and firm-wide implementations in collaboration with the Head of Sales.

• Maintain strategic account plans for key prospects and ensure a clean, forecast-accurate pipeline within HubSpot.

• Collaborate with a Solutions Consultant to handle demonstrations and address technical inquiries.

• Transition closed deals to Customer Success with comprehensive context.

• Cultivate an industry network through participation in events, conferences, and client referrals.

• Work in close partnership with the Head of Sales.

⛳️ Requirements

• A minimum of 3 years of experience closing complex, multi-stakeholder deals in the $100K to over $500K ACV range.

• Familiarity with the RIA/Independent Broker-Dealer (IBD) regulatory environment, ideally from experience selling to enterprise wealth organizations or RIA aggregators.

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

• Proven track record of achieving 90% or more of quota for at least one complete year, with the ability to demonstrate this success.

• Proficient in accurate CRM maintenance and dependable forecasting.

• Background in a small or growth-stage company with fewer than 100 employees.

• Experience in wealthtech firms that cater to RIAs and IBDs.

• Established connections with Chief Compliance Officers (CCOs), Chief Investment Officers (CIOs), or advisory leadership at larger firms.

• Familiarity with MEDDPICC, Challenger, or similar enterprise sales methodologies.

• Experience selling within custodian ecosystems, including Schwab, Fidelity, or Pershing.

• Proficient in tools such as Outreach, Gong, or LinkedIn Sales Navigator.

• Candidates must reside in the US, with a preference for those in Eastern or Pacific time zones.

🏝️ Benefits

• Health, dental, and vision insurance.

• 401(k) plan.

• Equity options.

• Paid Time Off (PTO) in addition to US holidays.

• Fully remote work opportunity within the US.