Account Executive: Fintech Equity & Advisor Partnerships

CMC Recruiting; Denver (CO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Equity opportunity

401(k)

Medical, dental, vision, and life ins.

Generous PTO and holidays

Job summary

CMC Recruiting's fintech client seeks an Account Executive to drive growth with advisors nationwide. This highly consultative sales role blends outbound prospecting, relationship management, and strategic selling. You will own the full sales cycle from outreach through onboarding and long-term expansion.

This position requires traveling ~25–30% for client meetings and events, with first-year earnings target of $150,000–$200,000+ plus equity and comprehensive benefits.

Qualifications

• 2–5+ years of SaaS, fintech, insurtech, or consultative B2B sales.
• Proven full-cycle sales experience and closing in a fast-paced environment.
• Strong outbound prospecting with high activity levels (200+ dials/mo).
• Excellent written/verbal communication; ability to simplify complexity.
• Familiarity with MEDDIC, BANT, SPICED and modern SaaS tools.

Responsibilities

• Own the full sales cycle from prospecting through close and onboarding.
• Build relationships with financial advisors, advisory teams, and key stakeholders.
• Drive new business via outbound outreach and relationship-building.
• Conduct demos, presentations, and educational sessions with prospects.
• Expand and deepen relationships within existing accounts.
• Collaborate with leadership, product, and advisor success teams.
• Maintain pipeline and CRM activity; stay updated on industry trends.

Skills

Full sales cycle

Outbound prospecting

Communication skills

CRM/pipeline management

Strategic account planning

Tools

HubSpot

Dialpad

Apollo

LinkedIn Sales Navigator

Job description

CMC Recruiting's fintech client seeks an Account Executive to drive growth with advisors nationwide. This highly consultative sales role blends outbound prospecting, relationship management, and strategic selling. You will own the full sales cycle from outreach through onboarding and long-term expansion.

This position requires traveling ~25–30% for client meetings and events, with first-year earnings target of $150,000–$200,000+ plus equity and comprehensive benefits.