Account Executive

Job Summary

A company is looking for an Account Executive to drive sales and expand their financial advisor offerings.

Key Responsibilities

• Identify and engage top mid-market firms with high revenue potential
• Own the full sales cycle from initial contact to contract signing and rollout
• Deliver impactful demos and collaborate cross-functionally to ensure alignment

Required Qualifications

• 3-8 years of SaaS sales experience in a full-cycle role
• Experience in outbound prospecting and managing complex deal cycles
• Consultative sales expertise with a focus on uncovering client needs
• Familiarity with contract negotiation and managing pipeline in a CRM
• Experience selling into regulated industries is a plus