Enterprise Account Executive

JeffreyM Consulting, LLC.; United States; On-site; USD 100,000 - 500,000; Full time

Job summary

JeffreyM Consulting, LLC is seeking an experienced Enterprise Account Executive to close complex enterprise SaaS deals with RIAs and IBDs, owning opportunities from discovery through negotiation to handoff to Customer Success. This is a closing-focused, fully remote role.

You will manage multi-year, multi-product deals, build 3x+ pipeline, and leverage relationships to self-source opportunities while navigating pricing and contracts in a growth-stage environment.

Qualifications

• 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

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

Skills

Enterprise SaaS sales

Relationship-based selling

CRM forecasting

HubSpot

Multi-stakeholder selling

Time zone availability

Tools

CRM software

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

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 ca