Enterprise Account Executive
New
J
JeffreyM ConsultingFintech / Wealth Management
United States, U.S. time zone availabilityFull-TimeSenior
SalaryBase $150K; OTE $300k, uncapped
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Job Details
- Experience
- 3+ years closing enterprise SaaS deals; 2+ years of sales experience in wealth management, financial services, or fintech
- Required Skills
- HubSpotCRM
Requirements
- 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
- Experience in a growth-stage company or organization under 100 employees
- U.S. time zone availability
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
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