About this role
We are seeking an experienced Enterprise Account Executive with a strong background in wealth management, financial services, or fintech sales to drive complex enterprise deals with RIAs and IBDs. This is a closing-focused role, owning qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success.
Responsibilities:
- Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals
- Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
- Build multi-stakeholder consensus and navigate pricing and contract negotiations
- Maintain 3x+ pipeline coverage and accurate CRM forecasting
- Self-source pipeline through relationships, referrals, events, and industry networks
- Coordinate demos, technical proof points, proposals, and Customer Success handoffs
- Provide competitive and market intelligence to inform sales strategy
Requirements
What We're Looking For:
- 3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities
- 2+ years of sales experience in wealth management, financial services, or fintech
- Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts
- Proven experience selling to multi-stakeholder buying committees
- Documented 90%+ quota attainment for at least one full year
- Demonstrated self-sourced pipeline and relationship-based selling
- Strong CRM and forecasting discipline; HubSpot experience preferred
- Experience in a growth-stage company or organization under 100 employees
- U.S. time zone availability
Preferred Background:
- Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus.
- Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued.
- MEDDPICC or Challenger methodology experience is also preferred.
Work Environment:
This is a fully remote role for candidates located within the USA.
Benefits
Salary: Base $150K; OTE $300k, uncapped
Variable Compensation: 50/50 split + accelerators
Employment Type: Full Time
Visa Sponsorship: None available