Account Executive

Sales Search Partners; Providence (RI); Remote; USD 90,000 - 110,000; Full time

Job summary

A growing CRM platform company is seeking an experienced Account Executive to drive sales in the financial advisory space. This fully remote position involves a mix of inbound and outbound sales efforts, with a focus on meeting a monthly quota. Join a dynamic team and enjoy competitive benefits in a flexible work environment.

Benefits

80% paid medical coverage

401K match

Parental leave

Flexible work environment

Qualifications

• Minimum of 2 years of SaaS sales experience.
• Strong understanding of the financial advisory industry.

Responsibilities

• Prospect, qualify, and close new business with financial advisory firms.
• Meet or exceed monthly sales quota of $70K.

Skills

Sales

Customer Service

Prospecting

Education

SaaS Sales Experience

Job description

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Job Title: Account Executive

Location: Fully Remote in New England

Overview: Our client is a growing CRM platform company that helps financial advisors, broker-dealers, and enterprise firms streamline operations and manage client relationships. They are seeking an experienced and motivated Account Executive to join their team. This is an exciting opportunity for someone with a passion for SaaS sales and a background in the financial advisory space.

Role Overview: As an individual contributor, you will be responsible for a mix of inbound (60%) and outbound (40%) sales efforts. You will be prospecting new business and closing deals with financial advisory firms, working to meet a monthly quota of $70K.

Key Responsibilities

• Prospect, qualify, and close new business with financial advisory firms.
• Manage a high-volume sales pipeline, targeting 50-60 opportunities per month.
• Meet or exceed monthly sales quota of $70K.
• Provide a professional, white-glove service to clients, ensuring a seamless sales experience.
  
  

Qualifications

• Minimum of 2 years of SaaS sales experience.
• Strong understanding of the financial advisory industry (experience as a financial advisor or selling to financial firms is a plus).
• Proven success in a high-volume sales environment with a strong focus on prospecting and hunting new business.
• Professionalism and a customer-first mindset.
• Must live in New England
  
  

Why Join Us

• Fully remote work with a flexible work environment
• Strong YoY growth
• Promotional Opportunities
• Competitive benefits, including 80% paid medical coverage, 401K match, and parental leave
  
  

If you’re an eager hunter with a background in SaaS sales and a passion for the financial advisory space, we’d love to hear from you!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Staffing and Recruiting

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