Mid-Market Account Executive

United States · Remote · Full-time

Compensation: $100,000–$125,000 + competitive equity

About the Company

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

The Role

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)

Requirements

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

Green Flags

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

Red Flags

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

Why Join

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