Mid-Market Account Executive

New

iDelsoftFintech, wealth management

Fully remote role open to candidates anywhere in the US, Eastern and Pacific time zones preferredFull-TimeExecutive

Salary$90,000 - $180,000 OTE

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Job Details

Experience: 3+ years as a full-cycle Account Executive closing mid-market SaaS deals; 2+ years selling in wealth management, financial services or fintech
Required Skills: HubSpot

Have 3+ years as a full-cycle Account Executive closing mid-market SaaS deals in the $25K to $100K ACV range.
Have 2+ years selling in wealth management, financial services or fintech.
Be comfortable discussing RIAs, custodians, compliance and fiduciary duty.
Have achieved 90%+ of quota for at least one full year and be able to show it.
Keep CRM records accurate and produce reliable forecasts.
Sell by listening and asking questions rather than pushing features.
Have experience at a small or growth-stage company with under 100 people.
Write well and be used to working remotely.
Direct experience selling to RIAs, broker-dealers or wealth management platforms is a plus.
MEDDPICC, Challenger, Sandler or similar sales training is a plus.
Experience selling into custodian ecosystems such as Schwab, Fidelity or Pershing is a plus.
Experience with Outreach, Gong, LinkedIn Sales Navigator or Apollo is a plus.

Run the sales cycle with mid-market RIA and wealth management firms, typically closing deals in 60 to 90 days.
Lead discovery calls to identify firms' pain points, compliance pressures and growth goals.
Work with a Solutions Consultant on product demos and handle common objections.
Build tailored pricing proposals and negotiate terms within agreed guidelines.
Maintain an accurate HubSpot pipeline and forecast reliably.
Manage multiple deals and keep each one moving.
Hand closed deals over to Customer Success with full context.

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