StratiFi — Mid-Market Account Executive
$25,000–$25,000 year
RemoteUnited States
Job Summary
Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms with $25K–$100K ACV deals on 60–90 day cycles. Maintain a clean HubSpot pipeline with weekly stage progression, realistic close dates, and accurate forecasting. Proactively build tailored pricing proposals based on firm size and competitive positioning while establishing trust-based relationships through consultative discovery. Coordinate with the Solutions Consultant on demos and execute clean handoffs to Customer Success at close. Convert qualified leads from marketing and account development into closed-won revenue for StratiFi's decision-intelligence platform serving wealth management firms.
Required Qualifications
- 2+ years as a full-cycle Account Executive closing Mid-Market SaaS deals in the $25K–$100K ACV range with ~60–90 day sales cycles
- 2+ years in wealth management, financial services, or fintech sales, with credible fluency in RIAs, custodians, compliance, and fiduciary concepts from day one
- Provable quota attainment of 90%+ for at least one full year, with documentation available to share
- Demonstrated pipeline discipline: accurate CRM data maintained without prompting and reliable forecasting (HubSpot or comparable CRM)
- Prior experience at a small or growth-stage company (under 100 employees), thriving without a polished playbook
- Full-cycle Mid-Market close experience ($25K to $100K ACV)
- Wealth management / RIA domain fluency
- HubSpot pipeline discipline and reliable forecasting
- Consultative discovery
- Remote US, strong written and async communication
Desired Qualifications
- Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment
- Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
- Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
- MEDDPICC, Challenger, Sandler, or comparable sales methodology training
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