Enterprise Account Executive

Job Summary

A company is looking for an Enterprise Account Executive to join their Enterprise Sales team.

Key Responsibilities

• Proactively identify and prospect new RIAs, broker dealers, and advisory platforms
• Conduct high volume outbound outreach to engage prospective clients and secure meetings
• Support sales process execution by preparing materials and documenting client interactions in Salesforce

Required Qualifications

• 3+ years of experience in a sales, business development, or client-facing role, preferably in fintech or financial services
• Demonstrated success in outbound prospecting and pipeline generation
• Familiarity with the RIA/wealth management space and/or lead generation solutions is a plus
• Experience with Salesforce and sales enablement tools
• Intellectually curious, resilient, and driven to consistently improve