Enterprise Account Executive

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.
• Drive the full enterprise sales cycle: build and execute multi-threaded engagement strategies across users, influencers, decision-makers, and executives; secure executive-level engagement; tailor messaging and demos; lead deals across buying committees; craft ROI-based proposals; manage pilots/proofs-of-concept and procurement steps; address objections around integration and cost. What We're Looking For
• 3–5+ years of demonstrated success in enterprise SaaS or fintech sales; WealthTech or financial services strongly preferred.
• Proven track record as a self-starter who generates pipeline through outbound prospecting.
• Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers.
• Proven ability to build strong relationships with executive presence; able to confidently engage across all levels of an organization.
• Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals.
• Highly curious, energetic, and collaborative—driven by results and motivated by team success.
• Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus. Nice to Have
• Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus. Compensation & Benefits
• Base salary range: $100,000 - $130,000 USD; Total Cash Compensation range: $200,000 - $260,000 USD.
• 100% employer-paid health, dental, and vision insurance.
• 401(k) with company match.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave.
• Professional development stipend.
• Summer hours and a generous holiday schedule with company-paid holidays.
• Recognition programs and regular team events to keep the culture connected.