SME & Enterprise Account Executive

Role responsibilities

Own the company's largest and most complex SME and enterprise deals with RIA and wealth-management firms. Build executive relationships and structure multi-year, phased deals while maintaining a reliable sales pipeline.

Requirements

Candidates should have at least 2 years of experience in wealth management or fintech sales and a proven track record of closing complex, multi-stakeholder deals. A self-sourced pipeline and prior experience in a small or growth-stage company are also required.

Key skills

Wealth Management, Fintech Sales, Complex Deal Closing, Pipeline Management, Executive Relationship Building, Multi-Stakeholder Selling, Strategic Pricing, Self-Sourcing Pipeline, HubSpot, Outreach, Gong, LinkedIn Sales Navigator

Keywords

Wealthtech, Risk Software, Compliance Software, Investment Strategy, RIA, Wealth Management, Sales Leadership, Sales Pipeline, Customer Success, Executive Relationships, Multi-Year Deals, Phased Deals, Sales Quota, Fintech, HubSpot, Sales Navigator