About the role
We're hiring an SME & Enterprise Account Executive for our client, a fintech company from San Francisco that builds software for wealth management firms. You'll own the largest and most complex deals, closing with advisory firms of 50+ advisors and working closely with the Head of Sales. Leads come from marketing, a target account SDR and the Head of Sales, so this role suits a relationship-driven closer. This is a full-time, fully remote role open to candidates anywhere in the US (Eastern and Pacific time zones preferred).
What you'll do
Own the sales cycle from qualified opportunity to signed contract with SME and enterprise RIA and wealth management firms, with deals typically between $100K and $500K+ ACV
Build trust with executive decision-makers and bring buying committees (principals, CCOs, COOs, operations leads) to a decision
Create tailored pricing proposals and structure multi-year deals, phased rollouts and firm-wide deployments with the Head of Sales
Keep account plans for key prospects and a clean, forecast-accurate pipeline in HubSpot
Work with a Solutions Consultant on demos and technical questions, and hand closed deals to Customer Success with full context
Build your network in the industry through events, conferences and client referrals
You may be a fit if
You have 3+ years closing complex, multi-stakeholder deals in the $100K to $500K+ ACV range
You know the RIA/IBD regulatory landscape, ideally from selling into enterprise wealth organizations or RIA aggregators
You have 2+ years selling in wealth management, financial services or fintech
You've hit 90%+ of quota for at least one full year and can show it
You keep your CRM accurate and your forecasts hold up
You've worked at a small or growth-stage company (under 100 people) and don't need a polished playbook
Nice to have
Experience at wealthtech companies serving RIAs and IBDs
Existing relationships with CCOs, CIOs or advisory leadership at larger firms
MEDDPICC, Challenger or similar enterprise sales training
Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing)
Outreach, Gong or LinkedIn Sales Navigator
What we offer
$200,000 to $250,000 OTE
Full-time W-2 role, fully remote within the US
Health, dental, vision, 401(k) and equity
PTO plus US holidays
Originally posted on Himalayas