Enterprise Account Executive

Overview

Role focused on sourcing and developing new business opportunities with enterprise-level clients.

Ideal candidate should have 3+ years of sales experience, preferably in fintech or B2B SaaS.

Only candidates from the Contiguous United States are considered

Locations

• United States

Requirements

• 3+ years in sales or business development
• Experience in fintech or B2B SaaS preferred
• Strong written and verbal communication skills

Responsibilities

• Identify and prospect new RIAs and advisory platforms
• Conduct outbound outreach to engage clients
• Support sales process and document interactions in Salesforce
• Collaborate with cross-functional teams
• Test new outreach tactics and improve processes

Benefits

• Medical, Dental, Vision
• 401K
• Equity packages
• Home Office Stipend
• Time Off: Vacation, Sick and Parental Leave
• EAP
• Financial Literacy Mentoring Program
• Pet Insurance