Account Executive (Inbound Sales)

The Role

You will be the first point of contact for brands that come to WOLF wanting to reach investors. Most of your pipeline will be inbound: asset managers, ETF issuers, public companies, and fintech firms that reach out to us. Your job is to qualify them quickly, understand what they need, build a proposal that fits, and close. After the deal is signed, the account is handed to our marketing team, who manage the relationship, renewals, and upsells.

Reports to: Founder & CEO, COO, and Sales Lead.

What You'll Do

• Qualify inbound leads

• Respond to new inbound inquiries within one business day and book discovery calls.

• Run discovery calls to understand the prospect's goals, audience, budget, timeline, and decision-makers.

• Qualify or disqualify leads quickly, and route poor-fit leads to nurture or referral.

• Build and present proposals

• Translate client goals into tailored proposals using WOLF's packages: sponsored content, creator campaigns, interviews, livestreams, and events.

• Work with the content and creator teams to scope deliverables and confirm feasibility before pricing.

• Present proposals, handle objections, and negotiate within approved pricing guidelines.

• Close and hand off

• Drive deals to signature and coordinate contracts with leadership.

• Hand off signed clients to the delivery team with a complete brief so campaigns launch on time.

• Run a clean pipeline

• Keep every lead, call, proposal, and deal stage up to date in the CRM.

• Report weekly on pipeline, forecast, and win/loss reasons.

• Share what you hear from clients to sharpen our packaging, pricing, and positioning.

What We're Looking For

Required

• Experience in a closing sales role (Account Executive or similar) with a track record against quota.
• Experience selling media, advertising, sponsorships, marketing services, or B2B services with deal sizes of $25K+.
• Comfortable running discovery, building proposals, and negotiating with marketing and senior decision-makers.
• Strong written communication: clear proposals, follow-ups, and recap emails.
• Disciplined CRM habits and the self-management to thrive fully remote.

Preferred

• Experience selling into asset managers, ETF issuers, financial services, or fintech.
• Familiarity with creator, influencer, or podcast sponsorships.
• Working knowledge of financial-services marketing compliance (review cycles, disclosures).
• Interest in markets and investing.

How you work

• You respond fast and follow up without being chased.
• You'd rather disqualify a bad-fit lead early than chase it for months.
• You treat clients as long-term relationships, not one-off transactions.

Compensation & Location

• Compensation: Competitive base + uncapped commission on new-client revenue, paid monthly.
• Pay range (required by state pay-transparency laws): Base salary range: $55,000–$75,000. Commission on new-client revenue (uncapped). Exact figures are shared with candidates early in the process.
• Location: Fully remote (U.S.). Occasional travel to client meetings, conferences, and WOLF events.
• Benefits: Equipment, flexible hours, company retreats.

About the company

WOLF Financial

Actively Hiring

The Next-Generation Financial Research and Collaboration Platform 1-10 Employees Baltimore 1-10 Social Investing Mobile Application Fin Tech

B2B

Early Stage Startup in initial stages

Employees joined from SAP Coursedog InstaFlow Shupert Law, PC Solve Media

Founders Jacob Parish CTO • 7 years

Michael Warshowsky CEO • 7 years

Ben Kestenbaum CFO • 7 years

View the team

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