SMB Account Executive

Role responsibilities

Own the full sales cycle for smaller RIA and wealth-management firms, managing a high-volume pipeline of active deals. Conduct consultative discovery to identify compliance and growth pain points, build tailored pricing proposals, and ensure a smooth handoff to Customer Success.

Requirements

Candidates should have at least 2 years of experience in wealth management or fintech sales and 1 year of full-cycle SMB SaaS closing experience. A proven track record of 90%+ quota attainment and proficiency in HubSpot or similar CRM is required.

Key skills

Sales, Consultative Discovery, Pipeline Management, Pricing Proposals, HubSpot, SaaS, Wealth Management, FinTech, Compliance, Growth Strategy, Customer Success, Upselling, Forecasting, Micro-Commitments, Follow-Up, High-Volume Pipeline

Keywords

Decision-Intelligence, Software, Wealth Management, Risk, Compliance, Investment Strategy, Sales Cycle, RIA, Consultative Sales, HubSpot, SaaS, FinTech, Growth Stage, Pipeline, Customer Success, Upsell, Remote Work