Sr. Account Executive - Strategic (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Sr. Account Executive - Strategic (Fintech): Managing consultative sales cycles for large RIAs and Family Offices with an accent on strategic account planning and C-suite engagement. Focus on driving new ARR, negotiating multi-year SaaS contracts, and aligning platform capabilities with client growth priorities.
Location: Remote (USA). Must be legally authorized to work in the US without visa sponsorship
Salary: $128,000 - $160,000 (base) + bonus + equity
Company
is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
What you will do
- Drive a strategic sales plan for large RIAs and Family Offices with AUM of $1.5B+.
- Lead the full end-to-end sales cycle from prospecting and executive engagement to contract closing.
- Build and manage relationships at the C-suite and board level (CIOs, CEOs, COOs).
- Architect tailored solutions in collaboration with Pre-Sales, Services, and Product teams.
- Maintain rigorous pipeline hygiene and deliver accurate forecasts using Salesforce.
- Represent the company at industry events and conferences (40-50% travel expected).
Requirements
- 8+ years of software sales experience.
- 3+ years focused on wealth management or financial services technology.
- Proven track record of consistently meeting or exceeding sales quotas.
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments.
- Legally authorized to work in the United States without requiring current or future visa sponsorship.
- Bachelor’s degree required.
Nice to have
- MBA or CFA certification.
- Consultative, client-first mindset.
- Intellectual curiosity regarding the evolving wealth management landscape.
Culture & Benefits
- Values-driven environment emphasizing ownership, collaboration, and client success.
- Competitive compensation package including base salary, bonus, and equity.
- Inclusive workplace commitment to diversity and belonging.
- Growth-oriented culture that encourages embracing learning and innovation.
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