Account Executive

Summary

We are seeking an experienced Account Executive to join a fast-growing SaaS company dedicated to empowering sales and marketing teams within the financial services sector. This role focuses on managing the full sales cycle, building trusted relationships with senior stakeholders, and closing qualified opportunities within the wealthtech, asset management, and financial data spaces. The ideal candidate will have a proven track record of SaaS sales success, excellent communication skills, and a relationship-focused approach to foster long-term partnerships.

Requirements

• 3+ years of SaaS sales or closing experience
• 1+ years of direct experience selling into financial services, wealthtech, or asset management (preferred)
• Strong consultative selling skills with the ability to manage a complete sales process
• Excellent written and verbal communication skills, capable of engaging senior decision-makers
• Highly organized, self-motivated, and adaptable with a strong sense of ownership
• Relationship-oriented mindset with a focus on building a long-term reputation in the space

Responsibilities

• Manage the full sales cycle for qualified opportunities passed from marketing and business development teams
• Conduct discovery, deliver tailored product demonstrations, and lead strategic conversations with key stakeholders
• Negotiate pricing, proposals, and contracts to close deals
• Attend industry events and conferences to generate new relationships and referrals
• Develop and maintain a network within the asset management and wealthtech communities
• Collaborate effectively with customer success and product teams to ensure smooth onboarding and ongoing client success

Benefits

• Hybrid work environment with Midtown Atlanta office access and remote flexibility on Fridays
• Modern office amenities, including a new food hall and French brasserie
• Generous paid time off and comprehensive health, dental, and life insurance plans
• 401(k) retirement plan
• Dynamic and collaborative team culture emphasizing autonomy, growth, and fun
• Opportunities for professional development and career advancement within a rapidly scaling company