Enterprise Account Executive
About this role
About the Role We’re seeking a high-performing Enterprise Account Executive with a hunter mentality to own a strategic territory of enterprise accounts in the wealth management ecosystem. This fully remote role partners with an Enterprise SDR and the VP of Enterprise Sales to win large, multi-stakeholder deals across RIAs, hybrids, OSJs, and broker-dealers. What You'll Do
- Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship.
- Collaborate with an Enterprise SDR to run coordinated outbound campaigns.
- Proactively travel to deepen relationships, attend industry events, and engage with stakeholders.
- Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales.
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