Mid-Market Account Executive

United States · Remote · Full-time
Compensation: $100,000–$125,000 competitive equity

A Series A wealthtech company building decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. Strong product-market fit and a clear growth path in a $100B market of independent RIAs and wealth management firms across the U.S.

Founded 2017 · 11–50 people · Industry: FinTech

A full-cycle, closing-focused individual contributor converting qualified opportunities into closed-won revenue with mid-market RIA and wealth management firms in the $25K–$100K ACV range, on sales cycles of roughly 60–90 days. Leads come from marketing, a Target Account Development Representative, and the Head of Sales, and you own the deal end to end: discovery, demo coordination with the Solutions Consultant, proposal building, negotiation, and close. This is a higher-volume, shorter-cycle, fewer-stakeholder role distinct from enterprise closing.

What you'll be doing

• Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms ($25K–$100K ACV)
• Maintain a clean, accurate HubSpot pipeline with disciplined stage progression, current notes, clear next steps, and realistic close dates, updated weekly
• Proactively build and tailor pricing proposals based on firm size, product fit, and competitive positioning
• Build trust-based relationships with decision-makers through consultative, discovery-led engagement
• Coordinate with the Solutions Consultant on demos and execute clean handoffs to the Customer Success Manager at close

Nice-to-have

• Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment
• Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
• Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
• MEDDPICC, Challenger, Sandler, or comparable sales methodology training

Tech stack: HubSpot CRM (or comparable)

• Full-cycle Mid-Market close experience ($25K to $100K ACV)
• Wealth management / RIA domain fluency
• HubSpot pipeline discipline and reliable forecasting
• Consultative discovery
• Remote US, strong written and async communication

• Consistent, predictable quota delivery on a monthly and quarterly basis rather than occasional large wins
• Speaks the language of wealth management (AUM, custodians, fiduciary, compliance, ADV, RIA structures) credibly and naturally, not from a memorized glossary
• Maintains immaculate CRM hygiene without being asked and forecasts reliably
• Reads ambiguous prospect signals accurately, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
• Runs a high volume of concurrent deals with fast turnaround on proposals and follow-ups, never letting deals go idle

• Only sub-$25K SMB or transactional selling experience
• Only enterprise, long-cycle (9-month-plus) closing background
• Needs a polished, pre-built playbook to perform
• No RIA or wealth-advisor domain exposure
• History of sandbagging or unreliable forecasting, with deals that surprise the forecast

• Uncapped commission — larger ACVs mean larger commission checks
• Small, low-bureaucracy team where high performers shape the playbook they build, with direct access to the Head of Sales and CEO
• Sell in the company's sweet spot: mid-market firms won in 60–90 days, higher deal volume, faster cycles
• Fully remote, U.S.-based team, with unlimited PTO and health benefits