SMB Account Executive
About The Company
We're a growth-stage decision-intelligence software company for wealth management, unifying risk, compliance, and investment strategy in one platform so financial advisors can run smarter practices without the manual work. We have real product-market fit, roughly $3M in ARR and a clear path to $10M, in a $100B+ market of independent RIAs and wealth-management firms across the U.S. It's a small, low-bureaucracy team where high performers help shape the playbook they build. Founded 2017, we are a 11–50 person team in the FinTech WealthTech industry.
The Role
Own the full sales cycle for smaller RIA and wealth-management firms (roughly 10–49 advisors) — the widest and highest-volume part of the market — in a fast, high-velocity, full-cycle motion. Run consultative discovery to surface each firm's real compliance and growth pain, build tailored pricing proposals, and close 60–120 day cycles. You'll report to the Head of Sales and have a direct hand in proving the repeatable SMB playbook the team scales.
What you'll be doing
- Full-cycle ownership of SMB opportunities, from qualified lead through signed contract
- Consultative discovery that surfaces each firm's real compliance and growth pressure points
- Managing a high-volume, accurately forecasted pipeline of 15–25+ active deals in HubSpot
- Building pricing proposals tailored to each firm, with proactive upsell into multi-product deals
- Clean handoff to Customer Success on every closed deal
Sales Stack
- HubSpot (primary CRM)
- Bonus tooling: Outreach, Gong, LinkedIn Sales Navigator, Apollo
- 2+ years wealth management/fintech sales
- 1+ year full-cycle SMB SaaS closing
- 90%+ quota attainment (documented)
- HubSpot / CRM proficiency
- U.S. timezone availability
- Track record running a high-volume pipeline (15-25+ concurrent deals) without letting deals go idle
- Speaks the language of RIAs, custodians, compliance, and fiduciary duty fluently and credibly
- Advances deals through clear micro-commitments and fast follow-up turnaround
- Comfortable operating without a polished playbook at a small, growth-stage company
- Debriefs lost deals honestly and shows measurable skill growth over time
- Only enterprise or long-cycle (9-month+) closing experience, no SMB velocity background
- No RIA or wealth-advisor domain exposure
- Cannot manage 15-25 concurrent deals with disciplined follow-up
- Seeks a low-intensity, low-accountability environment
- Real traction ($3M ARR, path to $10M in a $100B+ market)
- Early enough to shape the playbook
- Uncapped commission with accelerators for over-performance (OTE $100K–$140K)
- Direct access to the Head of Sales and CEO; low bureaucracy, high ownership
- Fully remote, U.S.-based team; unlimited PTO; health benefits
- Location: Remote (U.S.)
- Hubs: Philadelphia, PA, Austin, TX, Denver, CO
- Work policy: Fully remote, U.S.-based team
- Base $50,000–$70,000 + uncapped commission (OTE $100,000–$140,000) + equity
- Visa sponsorship: None available
- Employment type: Full-time