Mid-Market Account Executive

Role Overview

We’re hiring a Mid-Market Account Executive to own deals from qualified opportunity to signed contract, working closely with the Head of Sales. This is a full-time, fully remote role open to candidates anywhere in the US.

What You Will Do

Run the sales cycle with mid-market RIA and wealth management firms, lead discovery calls, work with a Solutions Consultant, build tailored pricing proposals, and negotiate terms.

Why It Might Be a Fit

You have 3+ years as a full-cycle Account Executive closing mid-market SaaS deals, 2+ years selling in wealth management, financial services or fintech, and you’ve hit 90%+ of quota for at least one full year.

Requirements

• 3+ years as a full-cycle Account Executive closing mid-market SaaS deals
• 2+ years selling in wealth management, financial services or fintech
• Hit 90%+ of quota for at least one full year
• Keep CRM accurate without being asked and forecasts hold up
• Sell by listening and asking good questions, not by pushing features
• Worked at a small or growth-stage company (under 100 people)
• Write well and are used to working remotely

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)