Account Executive, Financial Services

📋 Description

• Drive full-cycle SaaS sales for risk, compliance, and third-party management solutions into Wealth
• Identify, develop, and close new business opportunities through outbound prospecting, referrals
• Build and maintain a healthy pipeline of qualified opportunities with strong forecasting discipline
• Conduct discovery meetings with senior leaders to understand regulatory, operational, and
• Collaborate with internal teams including Marketing, SDRs, Product, and Partnerships to align on
• Clearly articulate ROI and business value in a consultative, outcomes-based way

🎯 Requirements

• 5+ years of SaaS sales experience, with at least 2 years selling into Wealth, Trust, or RIA sectors
• Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR
• Proven ability to self-source at least half of pipeline through outbound prospecting
• Experience selling compliance, risk, or workflow automation platforms is a plus
• Skilled in multi-threaded sales and navigating long, complex buying cycles
• Strong discovery and storytelling skills with the ability to connect technology capabilities to

🎁 Benefits

• Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
• 11 paid holidays
• Community and social events
• Mental Health Benefits
• Medical, Dental and Vision insurance
• Company-paid Group Life Insurance, Short- and Long-Term Disability