Sobre este puesto de Enterprise Account Executive en JeffreyM Consulting

JeffreyM Consulting · Remoto · United States

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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Cómo se compara este salario de Account Executive

Este puesto paga $150,000/yr — en línea con el rango típico para los puestos de Account Executive.

$72,500 la mediana de $143,600 $300,840

Rango típico $100,000–$218,750/yr, a partir de 3,205 ofertas comparables de Account Executive en JobsRadar (salario anualizado en USD). Ver datos salariales de Account Executive →

Sobre JeffreyM Consulting

At JeffreyM, we pride ourselves on original ideas and a people-first approach that drives results. After 13 years of consecutive growth, the number one reason why our employees choose to stay is because of the people. The JeffreyM mentality is relaxed, yet motivated and when it comes to finding you a job, we work quickly and honestly. We track down the best roles based on your experience and goals, and keep you in the loop should any new opportunities pop up. Our goal is to provide a workspace where success matches employee’s happiness. Together, we are committed to creating a diverse, inclusive, and safe environment that allows employees to do their best work while helping clients achieve their best results.

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