Enterprise Account Executive

📋 Description

• Own the full sales cycle across a named account portfolio – from initial outreach and qualification
• Build and advance relationships with C-suite and operational buyers, including CTOs, COOs, VPs of
• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering
• Drive POC engagements in collaboration with Solutions Engineering, ensuring prospects experience
• Develop and execute account strategies that reflect the buying dynamics, stakeholder maps, and
• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks

🎯 Requirements

• 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role
• Deep, firsthand experience selling into the wealth management industry – you know the buyers, the
• Proven track record closing complex, multi-stakeholder deals with long sales cycles and multiple
• Experience navigating enterprise procurement processes including legal, compliance, and technical
• Strong executive presence – you’re credible and composed in front of a COO or CTO and know how to
• A collaborative, team-first approach to selling – you’ve worked in coordinated, team-based sales

🎁 Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off