Enterprise Account Executive
At a glance
Mid-level Account Executive role at JeffreyM Consulting. Remote, United States · full-time · $300,000 OTE.
Growth Roles summary, based on the employer's posting.
What you'll do
- Take qualified enterprise opportunities from discovery through negotiation, signing, and Customer Success handoff
- Close strategic accounts worth $100K, $500K in annual contract value, including multi-year and multi-product deals
- Bring principals, CCOs, COOs, CIOs, and operations leaders into agreement on complex purchases
- Keep pipeline coverage above three times target and maintain reliable CRM forecasts
- Create pipeline through referrals, events, relationships, and industry networks while sharing market intelligence
What you bring
- At least three years closing enterprise SaaS opportunities worth $100K or more in annual contract value
- At least two years selling within wealth management, financial services, or fintech
- Working knowledge of RIAs, IBDs, custodians, compliance, and fiduciary concepts
- A record of reaching at least ninety percent of quota for a complete year, plus self-generated pipeline
- U.S. time zone availability and disciplined CRM forecasting, with HubSpot experience preferred
Who this fits
You’ll suit a closing-led enterprise sales role involving multi-person buying committees and relationship-based prospecting. The position is fully remote within the United States and requires U.S. time zone availability. Visa sponsorship is unavailable.
From the employer
We are seeking an experienced Enterprise Account Executive with a strong background in wealth management, financial services, or fintech sales to drive complex enterprise deals with RIAs and IBDs. This is a closing-focused role, owning qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success.
Responsibilities:
- Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals
- Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
- Build multi-stakeholder consensus and navigate pricing and contract negotiations
- Maintain 3x+ pipeline coverage and accurate CRM forecasting
- Self-source pipeline through relationships, referrals, events, and industry networks
- Coordinate demos, technical proof points, proposals, and Customer Success handoffs
- Provide competitive and market intelligence to inform sales strategy
Requirements
What We're Looking For:
- 3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities
- 2+ years of sales experience in wealth management, financial services, or fintech
- Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts
- Proven experience selling to multi-stakeholder buying committees
- Documented 90%+ quota attainment for at least one full year
- Demonstrated self-sourced pipeline and relationship-based selling
- Strong CRM and forecasting discipline; HubSpot experience preferred
- Experience in a growth-stage company or organization under 100 employees
- U.S. time zone availability
Preferred Background:
- Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus.
- Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued.
- MEDDPICC or Challenger methodology experience is also preferred.
Work Environment:
This is a fully remote role for candidates located within the USA.
Benefits
Salary: Base $150K; OTE $300k, uncapped
Variable Compensation: 50/50 split + accelerators
Employment Type: Full Time
Visa Sponsorship: None available
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