Account Executive, Financial Services

Ncontracts; United States; Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

11 paid holidays

Medical, Dental and Vision insurance

401(k) with company match

Mental Health Benefits

Paid time off & volunteering days

Job summary

Ncontracts, headquartered in Nashville, TN, is seeking a high-performing Account Executive to sell SaaS risk, compliance, and third-party management solutions into Wealth, Trust, and RIA firms. You will generate and manage your own pipeline, close new business, and navigate complex sales cycles with senior decision-makers.

The ideal candidate has 5+ years of SaaS sales, a track record of ARR quotas around $600k, and strong discovery and storytelling skills.

Qualifications

• 5+ years of SaaS sales experience, with at least 2 years selling into Wealth, Trust, or RIA sectors.
• Proven track record of new logo acquisition and meeting ARR quotas (≥ $600k).
• Ability to self-source at least 50% of pipeline via outbound prospecting.
• Experience selling compliance, risk, or workflow automation platforms is a plus.
• Skilled at multi-threaded selling and navigating long, complex buying cycles.

Responsibilities

• Drive full-cycle SaaS sales for risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations.
• Identify, develop, and close new business opportunities through outbound prospecting, referrals, and partnerships.
• Build and maintain a healthy pipeline with strong forecasting discipline.
• Conduct discovery meetings with senior leaders to understand regulatory, operational, and efficiency challenges.
• Collaborate with Marketing, SDRs, Product, and Partnerships to align on messaging and execution.
• Articulate ROI and business value in a consultative, outcomes-based way.
• Use Salesforce for pipeline management, forecasting, and deal visibility.

Skills

SaaS sales

New logo acquisition

Outbound prospecting

Forecasting & pipeline

Executive communication

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

WHO WE ARE

Headquartered in Nashville, Tennessee, Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As an eight-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of “Best Places to Work” awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand.

At Ncontracts, you’ll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We’re seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives.

Overview

We are looking for a high-performing Account Executive with experience selling SaaS solutions into the Wealth, Trust, and RIA sectors. This person will play a key role in expanding Ncontracts’ footprint across financial services firms outside of traditional banking and credit unions.

The ideal candidate understands how these organizations operate, the challenges they face around compliance, vendor management, and operational efficiency, and can translate those pain points into clear business outcomes. This role is focused on new business, so we need a motivated hunter who can generate and manage their own pipeline, navigate complex sales cycles, and build trust with senior decisionmakers.

Key Responsibilities

• Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations.
• Identify, develop, and close new business opportunities through outbound prospecting, referrals, and partnerships.
• Build and maintain a healthy pipeline of qualified opportunities with strong forecasting discipline.
• Conduct discovery meetings with senior leaders to understand their regulatory, operational, and efficiency challenges.
• Collaborate with internal teams including Marketing, SDRs, Product, and Partnerships to align on messaging and execution.
• Clearly articulate ROI and business value in a consultative, outcomes-based way.
• Use Salesforce for pipeline management, forecasting, and visibility into deal progression.
• Meet or exceed quarterly and annual ARR targets.

Qualifications

• 5+ years of SaaS sales experience, with at least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred.
• Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR.
• Proven ability to self-source at least half of pipeline through outbound prospecting.
• Experience selling compliance, risk, or workflow automation platforms is a plus.
• Skilled in multi-threaded sales and navigating long, complex buying cycles.
• Strong discovery and storytelling skills with the ability to connect technology capabilities to business outcomes.
• Team-oriented, coachable, and disciplined in following process and structure.
• Bachelor’s degree or equivalent professional experience.

Ideal Candidate Traits

• Understands how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight.
• Comfortable engaging C-level and senior decision-makers such as Chief Compliance Officers, COOs, CTOs, and Risk Officers.
• Confident presenting to executive audiences and tailoring the message for both technical and non-technical stakeholders.
• Resilient, positive, and proactive with a strong sense of accountability.
• High integrity and genuine curiosity about helping clients solve problems.

WE OFFER ALL REGULAR FULL-TIME TEAM MEMBERS:

• A fun, fast-paced work environment
• Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
• 11 paid holidays
• Community and social events to keep you connected and engaged
• Mental Health Benefits
• Medical, Dental and Vision insurance
• Company-paid Group Life Insurance, Short- and Long-Term Disability
• Flexible Spending Account & Health Savings Account
• Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
• Pet Insurance
• 401 (k) with company match with eligibility on Day 1 of employment
• 2 Paid Volunteer Time Off Days
• And much more!

*Part-Time and Contractor positions are not eligible for company benefits, including paid time off, health insurance, and other employee benefit programs. Full-time temporary employees are eligible for certain group benefits after a waiting period; specific eligibility timing will be provided at the time of offer.

AAP/EEO Statement

Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.