StratiFi Technologies — SME & Enterprise Account Executive
$100,000–$125,000 year
RemoteUnited States
Job Summary
Own StratiFi's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors, managing full-cycle ownership from qualified opportunity through signed contract. Build executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees to structure multi-year, phased, and enterprise-wide deals with strategic pricing. Self-source pipeline through industry relationships, referrals, and events, maintaining a forecast-accurate pipeline in HubSpot with reliable commit-to-close conversion. Partner with the Solutions Consultant on demos and technical proof points, then hand off cleanly to Customer Success at close.
Required Qualifications
- 2+ yrs wealth management/fintech sales
- 1+ yr complex, multi-stakeholder deal closing
- 90%+ quota attainment (documented)
- Self-sourced pipeline track record
- U.S. timezone availability
- Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
Desired Qualifications
- Has sold compliance or risk software specifically into a regulated financial services buyer, not an adjacent category
- Builds and defends a business case to a CCO, COO, or principal-level buying committee
- Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
- Track record structuring multi-year or phased enterprise deals
- Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms
- Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator)
- MEDDPICC, Challenger, or similar enterprise sales methodology training
- Track record of generating client referrals in the wealth management community
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