Sr. Sales Executive
A leading financial technology company is seeking a seasoned enterprise sales executive to join its high-performing team focused on delivering innovative SaaS solutions to the RIA and wealth management space. This is a remote opportunity, quota-carrying role designed for a true hunter-someone who thrives on identifying new opportunities, building strategic relationships, and closing high-value deals across enterprise accounts.
The ideal candidate will bring 10+ years of experience in B2B SaaS sales, preferably within financial services or fintech. You'll be responsible for driving net-new revenue by selling a comprehensive platform that empowers financial advisors through advanced planning tools, data aggregation, and client engagement capabilities. Success in this role requires a consultative approach, strong pipeline development, and the ability to engage senior decision-makers.
This opportunity offers a shorter sales cycle compared to traditional enterprise fintech roles, allowing for faster momentum and measurable impact. Candidates should be skilled in sales strategy, negotiation, and forecasting. You'll be expected to maintain a pipeline at 3x quota, lead contract negotiations, and represent the company at industry events to build thought leadership and brand awareness.
If you're looking to join a collaborative, growth-oriented team where your expertise will shape the future of advisor technology, we'd love to hear from you. Competitive compensation, remote flexibility, and a chance to make a real difference in the financial planning space await.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.