Account Executive, Financial Services
New
J
JobgetherSaaS Financial Services
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 5 years of SaaS sales experience
- Required Skills
- CybersecuritySalesforceComplianceAccount ManagementRisk Management
Requirements
- At least 5 years of SaaS sales experience.
- 2+ years selling into Wealth, Trust, or RIA organizations strongly preferred.
- Demonstrated success in new-logo acquisition roles.
- Experience managing annual sales quotas of $600,000 or more in ARR.
- Proven ability to independently generate pipeline through outbound prospecting.
- Experience selling compliance, risk management, vendor management, or workflow automation software is an advantage.
- Strong understanding of complex, multi-stakeholder sales processes.
- Excellent consultative selling, discovery, and storytelling skills.
- Ability to engage C-level stakeholders including CCOs, COOs, and CTOs.
- Knowledge of operational challenges in Wealth, Trust, and RIA organizations.
- Bachelor’s degree or equivalent professional experience.
Responsibilities
- Own the full sales cycle for SaaS-based risk, compliance, and third-party management solutions.
- Identify, develop, and close new-logo opportunities through proactive outbound prospecting and strategic partnerships.
- Build and maintain a healthy pipeline of qualified opportunities with accurate deal forecasting.
- Conduct consultative discovery conversations with senior leaders to address regulatory, operational, and cybersecurity challenges.
- Develop outcomes-based sales narratives that communicate business value and ROI.
- Navigate complex, multi-threaded sales cycles across technical, operational, and executive stakeholders.
- Maintain accurate pipeline activity and deal information in Salesforce.
- Achieve or exceed quarterly and annual ARR targets through disciplined execution.
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