Enterprise Account Executive

JeffreyM Consulting, LLC.; United States; Remote; USD 150,000 - 300,000; Full time

Job summary

JeffreyM Consulting is seeking an experienced Enterprise Account Executive to drive complex enterprise deals in wealth management, financial services, or fintech sales. You will own qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success, while building a robust pipeline and coordinating cross-functional stakeholders.

The role focuses on closing $100K-$500K ACV opportunities, managing multi-year and multi-product deals, and maintaining 3x+ pipeline

Qualifications

• 3+ years closing enterprise SaaS deals (ACV $100K+)
• 2+ years in wealth management/financial services/fintech
• Experience selling to multi-stakeholder 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

Responsibilities

• Close enterprise and strategic accounts $100K-$500K ACV
• Own deals from discovery through signature
• Coordinate demos, proposals, and handoffs to Customer Success
• Maintain 3x+ pipeline coverage and accurate CRM forecasting
• Navigate pricing and contract negotiations
• Source pipeline via relationships, referrals, events, and industry networks

Skills

Closing enterprise SaaS deals

Multi-stakeholder selling

CRM forecasting

Quota attainment

Self-sourced pipeline

Relationship-based selling

US time zone availability

Tools

HubSpot

Job description

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