We are seeking a high-performing Enterprise Account Executive with a hunter mentality.
About the Role
This is a net new and upsell role focused on meaningful relationship development, in-person networking, and enterprise strategy. You will own a territory of high-potential firms, including large RIAs, Hybrids, OSJs, and broker-dealers, and work closely with an Enterprise SDR and the VP of Enterprise Sales to hit aggressive targets.
Key Responsibilities
* Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship.
* Drive the full enterprise sales cycle:
o Build and execute a multi-threaded engagement strategy across roles (users, influencers, decision makers, executives)
o Secure executive-level engagement and navigate complex org structures.
o Tailor messaging and demos to diverse personas—CIOs, advisors, operations leaders, etc.
o Lead deals across internal buying committees including IT, compliance, and legal
o Craft and deliver custom ROI-based proposals aligned with strategic priorities.
o Manage longer, multi-stage sales cycles involving pilots, proof-of-concept phases, and procurement steps.
o Anticipate and address common enterprise objections (integration, cost, procurement).
* Collaborate with an Enterprise SDR to run coordinated outbound campaigns
* Proactively travel to deepen relationships, attend industry events, and get in the room with stakeholders.
* Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales.
About You
You should have 3–5+ years of demonstrated success in enterprise SaaS or fintech sales; experience in WealthTech or financial services strongly preferred. Proven track record as a self-starter who generates pipeline through outbound prospecting. Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers.
You are a skilled communicator with exceptional executive presence; able to confidently engage across all levels of an organization. Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals.
You are highly curious, energetic, and collaborative—driven by results and motivated by team success.
Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus.