Enterprise Account Executive

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.

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

What We're Looking For:

- 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 Background:

- Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus. - Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued. - MEDDPICC or Challenger methodology experience is also preferred.

Work Environment:

This is a fully remote role for candidates located within the USA.

Benefits

Salary: Base $150K; OTE $300k, uncapped

Variable Compensation: 50/50 split + accelerators

Employment Type: Full Time

Visa Sponsorship: None available