Senior Sales Executive (Fintech)

Location: Remote, with travel as needed for onsite visits, executive meetings, strategic presentations, and critical late-stage deal moments.

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the accessibility, efficiency, and outcomes of financial advice.

What you will do

• Own a portfolio of complex enterprise opportunities from discovery through successful onboarding.
• Lead account strategy, stakeholder mapping, executive relationships, negotiations, and deal progression.
• Coordinate with Business Development, Solutions Engineering, Relationship Management, Product, Operations, Trading, Marketing, and Support.
• Build account plans, business cases, solution-alignment discussions, proposals, and commercial structures for strategic firms.
• Maintain Salesforce hygiene, stage management, deal inspection, forecasting accuracy, and opportunity quality.
• Improve enterprise sales playbooks, processes, account planning, and deal communication.

Requirements

• 10+ years of enterprise sales, strategic account management, or complex client-facing experience in wealth management, fintech, custody, or adjacent financial services.
• Strong understanding of the RIA ecosystem, advisor business models, custody dynamics, and operational workflows.
• Proven ability to move complex opportunities through solution alignment, business-case development, onsite diligence, commit stages, and signed proposals.
• Strong stakeholder-mapping, commercial, negotiation, executive communication, and cross-functional leadership skills.
• Excellent written and verbal communication with disciplined follow-through on notes, next steps, and expectations.
• SIE, Series 7, and Series 63 licenses, or the ability to obtain them within 90 days of employment.

Culture & Benefits

• Values include kindness, brilliance, ownership, humility, healthy debate, and grit.
• Competitive pay, equity for eligible positions, and premium healthcare, dental, and vision insurance.
• 401(k) savings plan with a 4% match and immediate vesting.
• 16 weeks of paid parental leave after one year of employment.
• Professional growth opportunities, an employee mobility program, and an annual learning and development budget.
• One month of work-from-anywhere flexibility per year, except for a few countries.