Job at a glance
We're hiring a Mid-Market Account Executive for our client, a fintech company from San Francisco. You'll own deals from qualified opportunity to signed contract, working closely with the Head of Sales. Leads come to you from marketing and a dedicated SDR, so your focus is discovery, proposals and closing. This is a full-time, fully remote role open to candidates anywhere in the US (Eastern and Pacific time zones preferred).
What you'll do Run the sales cycle with mid-market RIA and wealth management firms, with deals typically between $25K and $100K ACV and closing in 60 to 90 days Lead discovery calls that get to each firm's real pain points, compliance pressures and growth goals Work with a Solutions Consultant on product demos, and handle common objections yourself Build tailored pricing proposals and negotiate terms within agreed guidelines Keep a clean, accurate pipeline in HubSpot and forecast reliably Manage a healthy number of deals at once and keep each one moving Hand closed deals over to Customer Success with full context You may be a fit if You have 3+ years as a full-cycle Account Executive closing mid-market SaaS deals in the $25K to $100K ACV range You have 2+ years selling in wealth management, financial services or fintech, and you're comfortable talking about RIAs, custodians, compliance and fiduciary duty You've hit 90%+ of quota for at least one full year and can show it You keep your CRM accurate without being asked and your forecasts hold up You sell by listening and asking good questions, not by pushing features You've worked at a small or growth-stage company (under 100 people) and don't need a polished playbook You write well and are used to working remotely Nice to have Direct experience selling to RIAs, broker-dealers or wealth management platforms Existing relationships with CCOs, COOs, principals or operations leads at advisory firms MEDDPICC, Challenger, Sandler or similar sales training Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) Outreach, Gong, LinkedIn Sales Navigator or Apollo What we offer $90,000 - $180,000 OTE Full-time W-2 role, fully remote within the US Health, dental, vision, 401(k) and equity PTO plus US holidays