Strategic Account Executive

This is a remote position; only candidates who reside in the Central (CT) or Eastern (ET) time zones at the time of application will be considered.

About the role

We’re hiring a Strategic Account Executive to own a named list of large target wealth management enterprises. This role is built for an elite enterprise seller who can win complex new logos, retain and renew strategic customers, expand high-value accounts, and navigate senior-level stakeholder groups in highly competitive environments. This is a high-stakes remote role with 35% travel requiring executive presence, strategic thinking, and the ability to operate across long sales cycles, renewal motions, expansion opportunities, and multiple decision-makers. The ideal candidate is a trusted advisor who can create urgency, build consensus, protect key customer relationships, and orchestrate internal resources to close transformational deals.

Responsibilities

• Own the full sales cycle for strategic net-new logo opportunities from qualification through close, while also managing renewals and expansion across named strategic accounts.
• Manage, retain, renew, and expand a named list of large wealth management enterprise target accounts.
• Conduct in-person executive meetings, onsite discovery sessions, and conference travel about 35% of the time.
• Build multi-threaded relationships across executive, operational, technology, and procurement stakeholders.
• Lead complex discovery, product validation, business case development, proposal execution, and negotiation.
• Drive whitespace expansion within strategic customer accounts through upsell, cross-sell, and executive-level account development.
• Partner with Solutions Consultants, SDRs, Customer Success, Delivery, Legal, and Product to move large deals forward.
• Maintain rigorous account planning, executive mapping, and Salesforce forecast discipline.
• Represent the company as a trusted market presence at events, conferences, and strategic customer meetings.

Requirements

• 7+ years of B2B SaaS enterprise sales experience with a track record of overachievement.
• Proven success selling into large financial services, wealth management, or similarly complex enterprise environments.
• Executive presence and the ability to engage senior leaders with confidence and credibility.
• Strong strategic thinking and the ability to build account plans that open new white space.
• Excellent multi-stakeholder selling, renewal management, negotiation, and deal orchestration skills.
• Comfort working long sales cycles with many moving parts and high visibility.
• Strong command of structured sales methodology and forecasting discipline.

Preferred Qualifications

• Prior experience selling wealthtech, fintech, regtech, or enterprise SaaS solutions.
• Experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms.
• Familiarity with MEDDPIC, Challenger, or another structured enterprise sales methodology.
• Existing network in wealth management or financial services technology.
• Demonstrated success winning competitive displacements.

How Success is Measured

• Annual new-logo, renewal, and expansion ARR attainment.
• Pipeline coverage across named strategic accounts.
• Win rate on enterprise opportunities and target accounts.
• Forecast accuracy and stage progression discipline.
• Progress in executive relationship depth, renewal retention, whitespace creation, and strategic account penetration.

Schedule

This role requires approximately 35% travel.