Account Executive - Advisor Sales

About the role

The role involves driving revenue growth by building relationships with financial advisors and converting qualified prospects into long-term customers. It combines inbound lead conversion with proactive outbound prospecting and targeted outreach.

Responsibilities

• Manage the full sales cycle for prospective financial advisor customers, from initial outreach and qualification through negotiation and close.
• Build strong relationships with prospects by understanding their business objectives, challenges, and needs, and positioning solutions that deliver measurable value.
• Proactively generate new business through outbound prospecting and targeted outreach while effectively managing inbound, marketing-generated leads.
• Own and maintain a healthy sales pipeline, converting marketing leads into qualified opportunities and consistently developing new sources of business.
• Deliver compelling online product demonstrations and clearly communicate the platform's value proposition to prospective customers.
• Develop deep expertise in the financial advisory industry and become skilled at identifying customer pain points and matching them with relevant solutions.
• Consistently meet or exceed individual and departmental sales quotas and new-business objectives.
• Qualify opportunities and convert prospects into subscription-based customers through value-based selling.
• Negotiate pricing and contractual terms as needed to successfully close new business.
• Maintain accurate pipeline information, activity records, and forecasts in Salesforce.
• Collaborate with Marketing and other Sales stakeholders to maximize lead quality, conversion, and revenue performance.
• Contribute to a high-accountability, collaborative sales culture focused on continuous improvement and strong customer outcomes.

Requirements

• 2–4+ years of experience selling SaaS or fintech solutions, preferably in a high-volume, transactional sales environment.
• Demonstrated success closing sales directly with end buyers and decision-makers and consistently achieving or exceeding sales targets.
• Experience with value-based selling and the ability to clearly connect a product's capabilities to customer business outcomes.
• A proactive, hunter-oriented mindset with enthusiasm for outbound prospecting and top-of-funnel activity.
• Strong business acumen and a proven ability to generate net-new customer revenue in a fast-paced environment.
• Ability to quickly learn new technologies and become confident demonstrating and positioning software solutions.
• Strong written, verbal, presentation, negotiation, and interpersonal communication skills.
• Self-motivated, ambitious, resilient, and results-oriented, with a strong commitment to exceeding goals.
• Excellent organizational and pipeline-management skills, with experience using CRM platforms such as Salesforce.
• Adaptability and comfort working in an evolving environment with limited bureaucracy and high individual accountability.
• A collaborative mindset and ability to contribute positively within a high-energy sales team.

Benefits

• Competitive compensation: $65,000–$80,000 base salary plus incentive compensation, with an expected total OTE range of $133,000–$165,000, depending on experience.
• 401(k) support: 4% company match, with contributions matched dollar-for-dollar up to 4% of annual compensation.
• Financial planning: Access to complimentary financial planning services and professional financial guidance.
• Health coverage: Medical, dental, and vision insurance options for employees and families.
• HSA/FSA: Health Savings Account or Flexible Spending Account options depending on the selected medical plan.
• Family support: Generous maternity and paternity leave for birth or adoption.
• Pet insurance: Discounted pet insurance available.
• Paid time off: 3 weeks of vacation and 1 week of sick time annually.
• Paid holidays: 11 company-paid holidays each year.
• Flexible culture: Remote and in-person team-building opportunities designed to keep distributed teams connected.
• Employee development: Leadership training, mentorship, and access to industry resources to support career growth.
• Collaborative environment: Company-wide meetings and communication that promote transparency, engagement, and shared success.