Mid-Market Account Executive

Job Summary

A company is looking for a Mid-Market Account Executive to sell its core platform and solutions to mid-sized wealth management firms.

Key Responsibilities

• Own the full sales cycle from discovery and qualification through proposal, negotiation, and close
• Build relationships with decision-makers at RIAs, independent broker-dealers, and mid-sized wealth management firms
• Manage a healthy pipeline and maintain accurate forecasting while achieving or exceeding revenue targets

Required Qualifications

• 4-8 years of B2B sales experience, including 2+ years in a closing role
• Experience selling SaaS or FinTech solutions to mid-market customers
• Familiarity with the wealth management industry, including RIAs and broker-dealers
• Proven ability to manage multiple deals with moderate complexity
• Experience with Salesforce or similar CRM tools