Sr. Account Executive (SaaS Sales)
New
G
GridlineFintech SaaS
United StatesFull-TimeSenior
SalaryUSD 125000 - 150000 / year
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Job Details
- Experience
- At least 5 years
- Required Skills
- Account ManagementCRM
Requirements
- At least 5 years of complex enterprise sales experience.
- Experience selling fintech and/or wealthtech SaaS products to RIAs or family offices is ideal.
- Proven ability to navigate complex stakeholder groups including CEOs, CCOs, CIOs, COOs, and Principals.
- Ability to travel 15 - 20% within your assigned territory for client meetings and industry conferences.
- Bachelor's degree or equivalent in a related field such as finance or economics is preferred.
- Strong preference for candidates based in a major regional financial market.
Responsibilities
- Own net-new and expansion revenue for your assigned territory, with full accountability for pipeline health, bookings, and deals won.
- Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and your existing network of referrals.
- Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers.
- Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.
- Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation.
- Act as a face of Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients.
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