Sr. Account Executive - Strategic
$128,000–$160,000 year
Remote · United States
United StatesRemoteFull Time$128,000–$160,000 yearSenior LevelBachelors DegreeTechnologyUnknown
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Unknown
Industry
Technology
Job Summary
Own and drive a strategic sales plan for large RIAs, Multi-Family Offices, and Family Offices; Lead full sales cycle from prospecting to close; Build relationships at C-suite and board level; Develop multi-threaded account strategies; Partner with Pre-Sales, Services, and Product to tailor solutions; Maintain pipeline hygiene and forecast with Salesforce; Negotiate multi-year contracts and navigate legal/procurement processes; Travel 40-50% to customer sites and events.
Required Qualifications
- Bachelor’s degree required; MBA or CFA a plus
- 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
- Demonstrated track record of consistently meeting or exceeding quota
- Deep familiarity with the RIA, Multi-Family Office, and Family Office market
- Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
- Experience negotiating and closing multi-year SaaS contracts in regulated financial environments
- Exceptional executive presence; comfortable presenting to CIOs and other executives
- Proficiency in Salesforce for pipeline management and forecasting
- Ability to travel 40-50% and represent at industry events
- Bachelor’s degree required; MBA or CFA a plus
Additional Requirements
- Must be legally authorized to work in the United States without requiring current or future visa sponsorship
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