Account Executive

Red Oak; United States; Remote; USD 74,000 - 205,000; Full time

Job summary

A leading company in compliance technology is seeking a driven Account Executive to expand their presence in the financial services sector. This remote role involves managing the full sales cycle and collaborating with various teams to deliver tailored solutions. Ideal candidates should have a strong SaaS sales background and a passion for solving complex challenges. Join a dynamic team dedicated to customer satisfaction and regulatory compliance.

Benefits

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid paternity leave

Paid maternity leave

Qualifications

• 5+ years of SaaS sales experience preferred in financial services.
• Proven ability to meet or exceed sales targets.

Responsibilities

• Own the full sales cycle from prospecting to closing.
• Collaborate with internal teams for seamless buyer experience.

Skills

Sales Acumen

Communication

Strategic Thinking

Industry Knowledge

Work Ethic

Education

Bachelor’s degree in Business

Bachelor’s degree in Marketing

Bachelor’s degree in Finance

Job description

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Red Oak is the industry’s first and only compliance connectivity platform purpose-built for the financial services industry. We specialize in advertising review, registration and licensing management, employee supervision, and content distribution; helping Wealth Managers, Asset Managers, Broker-Dealers and Banks reduce risk, drive efficiency, and stay ahead of regulatory demands.

Founded in 2010 by compliance and technology veterans, our mission is simple: to reduce regulatory risk, make the complex simple, and deliver best-in-class support to our clients. Today, more than 2,300 firms trust Red Oak to help them navigate compliance with confidence.

Objectives of the Role:

As an Account Executive at Red Oak, you will be responsible for driving new business growth and expanding our footprint within the financial services industry. This role is ideal for a high-performing sales professional with a proven track record in SaaS and a passion for solving complex challenges in a highly regulated environment. You will own the full sales cycle—from prospecting and discovery to solution development, negotiation, and close—while collaborating cross-functionally to deliver tailored, high-impact solutions. With Red Oak’s rapidly expanding product suite and increasing market demand, this is a high-visibility, high-impact opportunity to shape the future of compliance technology.

Key Responsibilities:

• Own the development and execution of targeted sales strategies to acquire new customers and expand market share within the financial services sector.
• Manage the full sales cycle, including prospecting, qualification, solution presentation, proposal development, contract negotiation, and closing.
• Collaborate with internal teams—including Product, Marketing, and Revenue Operations—to align on go-to-market strategies and ensure a seamless buyer experience.
• Take the lead on contract initiation and execution with clients and external partners, ensuring accuracy, compliance, and timely delivery.
• Monitor and analyze key performance metrics such as pipeline velocity, win rates, and revenue targets, taking corrective action when performance is below expectations.
• Maintain a deep understanding of Red Oak’s expanding product portfolio and effectively position solutions against competitors in the market.
• Build and maintain strong relationships with key stakeholders, including C-level executives, compliance officers, and technology leaders.
• Stay informed on industry trends, regulatory changes, and emerging technologies to better serve client needs and inform sales strategy.
• Represent Red Oak at industry events, conferences, and client meetings to build brand awareness and generate new business opportunities.

Skills/Qualifications:

Experience: 5+ years of SaaS sales experience, with a strong preference for candidates with experience in financial services or compliance technology.

Education: Bachelor’s degree in Business, Marketing, Finance, or a related field.

Sales Acumen: Proven ability to meet or exceed sales targets, drive the sales process from plan to close, and position complex solutions effectively.

Communication: Exceptional presentation, negotiation, and interpersonal skills, with the ability to influence stakeholders at all levels of an organization.

Strategic Thinking: Demonstrated success in developing client-focused, differentiated, and achievable solutions in a competitive market.

Industry Knowledge: Familiarity with financial services workflows, compliance requirements, and SaaS business models.

Work Ethic: Self-starter with a high level of accountability, integrity, and a strong desire to succeed in a fast-paced, high-growth environment.

Work Structure

This is a remote position based in the US. Estimated 20-30% travel is required for onsite client engagements and industry events.

At Red Oak, we believe that our success is directly tied to the satisfaction and success of our customers. If you are passionate about customer satisfaction, have a knack for problem-solving, and thrive in a dynamic, fast-paced environment, we would love to hear from you. Join us and be a part of a team that is committed to making a difference for our customers every day.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid paternity leave

Paid maternity leave

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