Strategic Account Executive

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

📋 Description

• Take ownership of the complete sales cycle for new strategic logo opportunities, from qualification to closing.

• Oversee renewals and expansion efforts within designated strategic accounts.

• Manage, retain, renew, and grow a specified list of large enterprise target accounts in wealth management.

• Facilitate in-person executive meetings, onsite discovery sessions, and travel for conferences.

• Cultivate multi-threaded relationships with stakeholders across executive, operational, technology, and procurement sectors.

• Guide complex discovery processes, product validation, business case creation, proposal execution, and negotiations.

• Promote whitespace expansion through upselling, cross-selling, and developing executive-level accounts.

• Collaborate with Solutions Consultants, SDRs, Customer Success, Delivery, Legal, and Product teams to advance significant deals.

• Maintain account planning, executive mapping, and Salesforce forecasting discipline.

• Represent the company at events, conferences, and key customer meetings.

• Achieve annual new-logo, renewal, and expansion ARR targets.

• Build pipeline coverage, win enterprise opportunities, ensure forecast accuracy, and enhance strategic account penetration.

⛳️ Requirements

• Minimum of 7 years of B2B SaaS enterprise sales experience with a proven record of exceeding targets.

• Demonstrated success in selling to large financial services, wealth management, or similarly intricate enterprise environments.

• Possess executive presence and the capability to engage senior leaders with assurance and credibility.

• Strong strategic thinking skills with the ability to create account plans that identify new opportunities.

• Skilled in multi-stakeholder selling, renewal management, negotiation, and orchestration of deals.

• Comfortable navigating long sales cycles with multiple components and high visibility.

• Strong understanding of structured sales methodologies and forecasting practices.

• Candidates must be based in the Central (CT) or Eastern (ET) time zones at the time of application.

• Willingness to travel approximately 35% of the time is required.

• Preferred: experience in selling wealthtech, fintech, regtech, or enterprise SaaS solutions.

• Preferred: experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms.

• Preferred: familiarity with MEDDPIC, Challenger, or other structured enterprise sales methodologies.

• Preferred: established network within wealth management or financial services technology.

• Preferred: proven success in winning competitive displacements.

🏝️ Benefits

• Base salary ranging from $150,000 to $185,000, plus commission.

• This is a fully remote position.

• We promote an equal employment opportunity and a discrimination-free work environment.

• Reasonable accommodations are available for applicants and employees who need them.