SME & Enterprise Account Executive

Location: United States Fully Remote
Employment Type: Full-Time
Experience: 2 Years
Salary: $100000 - $125000 uncapped commission competitive equity
Visa Sponsorship: None available

About the Company: Our client is a decision-intelligence software company for wealth management. The platform unifies risk compliance and investment strategy in one place so financial advisors can run smarter practices without the manual work. The company has real product-market fit roughly $3M in ARR and a clear path to $10M in a $100B addressable market of independent RIAs and wealth management firms across the U.S.

The team runs on EOS and sells directly to compliance officers principals and operations leaders at RIAs and broker-dealers. The sales org has direct access to the Head of Sales and CEO. Its a small low-bureaucracy team where high performers shape the playbook they build.

About the Role: As an SME & Enterprise Account Executive youll own the companys largest and most complex deals with RIA and wealth-management firms with 50 advisors spanning mid-market through enterprise. This is executive relationship selling: multi-stakeholder buying committees multi-year phased deals and the deal architecture that wins over the biggest firms in an underserved $100B market. The Founder and a subject-matter expert support the largest opportunities.

Youll build trusted relationships with principals CCOs COOs and operations leaders self-source pipeline through industry relationships and referrals and keep a forecast-accurate pipeline in HubSpot. Youll partner with the Solutions Consultant on demos and technical proof points hand off cleanly to Customer Success at close and report to the Head of Sales alongside one other Account Executive on the SMB segment.

What Youll Own

• Full-cycle ownership of SME and enterprise opportunities from qualified opportunity through signed contract for firms with 50 advisors
• Executive relationships with principals CCOs COOs and operations leaders across complex buying committees
• Multi-year phased and enterprise-wide deal structures with strategic justified pricing
• A forecast-accurate pipeline in HubSpot with a reliable commit-to-close conversion
• A clean handoff to Customer Success on every closed deal

Must-Have Requirements

• 2 years in wealth management financial services or fintech sales fluent in RIA custodian compliance and fiduciary language
• 1 year closing complex multi-stakeholder deals with large-firm wealth management or fintech buyers
• Documented quota attainment of 90% for at least one full year
• Self-sourcing ability generating pipeline through industry relationships referrals and events not just inbound
• Prior experience at a small or growth-stage company (under 100 employees) comfortable without a polished playbook
• U.S. timezone availability

Nice-to-Have

• Existing relationships with CCOs CIOs or advisory leadership at enterprise firms
• Experience with HubSpot and modern sales tools (Outreach Gong LinkedIn Sales Navigator)
• MEDDPICC Challenger or similar enterprise sales methodology training
• Track record of generating client referrals in the wealth management community

Benefits & Perks

• Uncapped commission larger ACVs mean larger commission checks
• Unlimited PTO
• Health benefits for employees
• Fully remote U.S.-based team
• Competitive equity