Enterprise Account Executive

About the 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. Employment type: Full Time. Visa sponsorship: None available.

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

• 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: Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group
• Preferred: Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership
• Preferred: MEDDPICC or Challenger methodology experience

Pay

Base salary: $150K; OTE $300k, uncapped. Variable compensation: 50/50 split + accelerators.