Enterprise Account Executive

Job Summary

Driving revenue growth in the U.S. wealth management industry, the full-time remote Enterprise Account Executive will manage the full sales cycle, generate pipeline, and engage in strategic selling while collaborating cross-functionally to shape the sales strategy.

Key responsibilities

• Prospect and develop new enterprise accounts, including major banks and wealth management platforms
• Manage the full sales cycle from initial outreach to closing deals, including conducting discovery and delivering tailored presentations
• Collaborate with product and marketing teams to refine sales playbooks and contribute to demand generation initiatives

Required qualifications

• Experience selling enterprise SaaS in the wealth management industry or a strong commercial role within the sector
• Proven track record of high achievement in quota-carrying roles with enterprise deals
• Strong understanding of the U.S. wealth management ecosystem, including key stakeholders and workflows
• Experience in outbound prospecting and pipeline generation strategies
• Excellent communication skills with a consultative selling approach and ability to engage senior stakeholders