Account Executive, Financial Services

Ncontracts ncontracts.com Open · verified Sep 13, 2026

Remote US Full-time Mid-level Account Executive

Mid-level Account Executive role at Ncontracts. Remote, United States · full-time · $110,000–$120,000 base.

SalaryStated by Ncontracts

$110,000 – $120,000

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

You'll run end-to-end SaaS sales for risk, compliance, and third-party management offerings
You'll create and close new opportunities through outbound outreach, referrals, and partner channels
You'll maintain a qualified pipeline and provide disciplined forecasts
You'll lead discovery with senior leaders around regulatory, operational, and efficiency needs
You'll use Salesforce to track deals and pursue quarterly and annual ARR goals

What you bring

At least five years of SaaS sales experience, with wealth, trust, or RIA exposure preferred
At least two years selling to Wealth, Trust, or RIA organizations is strongly preferred
You have won new logos against annual ARR quotas of six hundred thousand dollars or more
You can generate at least half of your pipeline through outbound prospecting
You hold a bachelor's degree or have equivalent professional experience

Who this fits

You'll fit this role if you're a self-directed new-business seller who can manage complex sales, engage senior decision-makers, and explain business value clearly. The team looks for someone collaborative, coachable, process-disciplined, resilient, and accountable. This is a full-time remote role for someone based in the United States.

From the employer

WHO WE ARE

Headquartered in Nashville, Tennessee, Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As an eight-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand.

At Ncontracts, you'll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We're seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives.

Overview

We are looking for a high-performing Account Executive with experience selling SaaS solutions into the Wealth, Trust, and RIA sectors. This person will play a key role in expanding Ncontracts’ footprint across financial services firms outside of traditional banking and credit unions.

The ideal candidate understands how these organizations operate, the challenges they face around compliance, vendor management, and operational efficiency, and can translate those pain points into clear business outcomes. This role is focused on new business, so we need a motivated hunter who can generate and manage their own pipeline, navigate complex sales cycles, and build trust with senior decisionmakers.

Key Responsibilities

Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations.
Identify, develop, and close new business opportunities through outbound prospecting, referrals, and partnerships.
Build and maintain a healthy pipeline of qualified opportunities with strong forecasting discipline.
Conduct discovery meetings with senior leaders to understand their regulatory, operational, and efficiency challenges.
Collaborate with internal teams including Marketing, SDRs, Product, and Partnerships to align on messaging and execution.
Clearly articulate ROI and business value in a consultative, outcomes-based way.
Use Salesforce for pipeline management, forecasting, and visibility into deal progression.
Meet or exceed quarterly and annual ARR targets.

Qualifications

5+ years of SaaS sales experience, with at least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred.
Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR.
Proven ability to self-source at least half of pipeline through outbound prospecting.
Experience selling compliance, risk, or workflow automation platforms is a plus.
Skilled in multi-threaded sales and navigating long, complex buying cycles.
Strong discovery and storytelling skills with the ability to connect technology capabilities to business outcomes.
Team-oriented, coachable, and disciplined in following process and structure.
Bachelor’s degree or equivalent professional experience.

Ideal Candidate Traits

Understands how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight.
Comfortable engaging C-level and senior decision-makers such as Chief Compliance Officers, COOs, CTOs, and Risk Officers.
Confident presenting to executive audiences and tailoring the message for both technical and non-technical stakeholders.
Resilient, positive, and proactive with a strong sense of accountability.
High integrity and genuine curiosity about helping clients solve problems.

WE OFFER ALL REGULAR FULL-TIME TEAM MEMBERS:

A fun, fast-paced work environment
Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
11 paid holidays
Community and social events to keep you connected and engaged
Mental Health Benefits
Medical, Dental and Vision insurance
Company-paid Group Life Insurance, Short- and Long-Term Disability
Flexible Spending Account & Health Savings Account
Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
Pet Insurance
401 (k) with company match with eligibility on Day 1 of employment
2 Paid Volunteer Time Off Days
And much more!

*Part-Time and Contractor positions are not eligible for company benefits, including paid time off, health insurance, and other employee benefit programs. Full-time temporary employees are eligible for certain group benefits after a waiting period; specific eligibility timing will be provided at the time of offer.

AAP/EEO Statement

Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.