About the role
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
Originally posted on Himalayas