Senior Strategic Enterprise Account Executive

About the role

We’re looking for a Senior Enterprise Account Executive to lead and close strategic, high-value partnerships in our pipeline. This role is ideal for a seasoned seller with deep experience navigating C-suite relationships, multiyear SaaS contracts, and complex buying processes.

Responsibilities

• Lead the full-cycle sales process for strategic enterprise prospects and clients
• Own relationships with C-suite and senior executive stakeholders across broker-dealers, RIAs, and enterprise firms
• Architect large, customized solution proposals with multiple product lines and pricing models
• Influence and refine go-to-market strategy, including segmentation, targeting, and messaging
• Serve as a strategic partner internally, sharing market feedback to inform product roadmap
• Consistently exceed quota while managing a balanced pipeline of short- and long-cycle deals

Requirements

• 8–10+ years of enterprise sales experience with a strong focus on selling into independent broker-dealers or hybrid RIAs.
• Proven success closing complex, multi-stakeholder deals within the IBD space, including navigating home office, compliance, operations, and advisor personas
• Established relationships and credibility with executives and decision-makers across broker-dealers (e.g., Head of Wealth, CIO, COO, Product, and Compliance leaders)
• Deep understanding of the broker-dealer ecosystem, including advisor workflows, clearing relationships, regulatory considerations, and platform consolidation trends
• Track record of consistently closing seven-figure, multi-year SaaS agreements in highly regulated environments
• Strong consultative selling approach with the ability to position technology as a strategic growth lever for firms competing for advisors and assets
• Experience running long, complex sales cycles
• A builder mindset—comfortable operating in ambiguity and helping shape go-to-market strategy, messaging, and deal structure in an evolving market

Qualifications

• Proven track record of success in enterprise sales
• Experience in the independent broker-dealer or hybrid RIA space
• Strong understanding of the broker-dealer ecosystem and regulatory considerations
• Ability to navigate complex, multi-stakeholder deals
• Excellent communication and relationship-building skills
• Experience with SaaS products and solutions

Skills

• Strategic thinking and problem-solving
• Consultative selling approach
• Complex deal structuring and negotiation
• Market research and analysis
• Collaboration and teamwork

Benefits

• Comprehensive health benefits, including dental, life, and disability insurance
• Unlimited paid time off program
• Competitive base salary range of $180k-$200k + bonus & equity

Pay

The estimated base salary range for this position is $180k-$200k + bonus & equity.

Schedule

Remote (United States)