Sr. Sales Executive

About the role

This is a true hunter role for someone who knows how to open doors, build senior-level relationships, manage complex sales cycles, and close high-value SaaS deals into wealth management, advisory, and RIA-focused clients. You will own the full new-business sales cycle, from prospecting and pipeline creation through discovery, solution positioning, negotiation, and close.

Responsibilities

• Own the full new-business sales cycle, from prospecting and pipeline creation through discovery, solution positioning, negotiation, and close.
• Sell our mission-critical platform into senior stakeholders across financial services, including executive-level buyers within RIAs and wealth management firms.

Requirements

• 8+ years of B2B SaaS sales experience
• Proven experience selling SaaS solutions into RIAs / registered investment advisors
• Strong hunter mentality with a track record of winning enterprise level net-new logos
• Experience managing complex, consultative sales cycles
• Familiarity with a structured sales methodology such as MEDDIC, Challenger, or similar
• Ability to build and maintain strong pipeline discipline, accurately forecast, and consistently exceed quota

Qualifications

• Background in FinTech, WealthTech, financial planning, advisor technology, portfolio management, or broader financial services software is highly relevant