Mid-Market Account Executive - US

Conquest Planning Inc.; Oregon; Hybrid; USD 95,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation and generous

Work-from-home environment

Job summary

Conquest Planning Inc. is seeking a Mid-Market Account Executive for the US market. This fully remote, work-from-home role targets mid-sized SaaS customers with an annual ARR quota.

You will lead multi-threaded sales cycles, forecast revenue, and build a strategic plan for priority accounts across the US. You will need a proven track record of exceeding quota in technology sales, with experience selling into financial services a plus.

Qualifications

• 3–7 years of B2B SaaS sales experience, including closing roles.
• Proven track record of meeting or exceeding quota in tech sales.
• Comfort engaging senior decision-makers and building consensus.

Responsibilities

• Own and exceed annual ARR quota for mid-market accounts.
• Build and manage a robust pipeline (3–4x quota) through outbound, referrals, and inbound leads.
• Forecast revenue using MEDDPICC or similar framework; multi-threaded cycles with multiple stakeholders.
• Develop account plans and negotiate pricing and terms with Commercial Business Lead.
• Collaborate with legal and sales teams on pricing and contracts.

Skills

B2B SaaS sales

Quota attainment

Engaging senior decision-makers

Prospecting

Forecasting

Education

Degree in business or related discipline

Tools

MEDDPICC

CRM (Salesforce)

Job description

Fully remote | US only | Reports to the Commercial Business LeadConquest improves the speed, individualization, accuracy and ongoing evolution of financial plans so they fit every family's needs across life's twists and turns. Our Strategic Advice Manager® (SAM), an AI expert system, delivers personalized and prioritized financial planning strategies. These strategies help financial advisors and their clients see what's possible for their financial future. We believe a goals-based approach to financial literacy, delivered through a human-centered digital experience, increases the number of people who can benefit from financial advice. We were founded in Canada in 2018 and went live in market in January 2021. Since then, we've become the market-dominant software provider for financial advice delivery in Canada. Conquest serves the entire wealth continuum - from simple to complex. We're growing fast and seeking a Mid-Market Account Executive - US to join our team. This is a fully remote, work-from-home opportunity for a candidate living in the United States. You'll need a track record of exceeding targets in technology sales, and we strongly prefer experience selling into US financial services. The Mid-Market Account Executive - US reports to the Commercial Business Lead. You'll bring a track record of meeting or exceeding quota selling SaaS to mid-sized organizations.

Duties of the role include:

• Own and exceed an annual ARR quota for mid-market accounts ($50K-$250K deal sizes)
• Build and manage a robust pipeline (typically 3-4x quota coverage) through outbound prospecting, partner referrals and inbound leads
• Accurately forecast revenue using MEDDPICC or a similar qualification framework (training provided)
• Lead multi-threaded sales cycles (typically 3-6 months) with multiple stakeholders
• Build relationships with firm owners, principals and senior leaders to drive consensus and close
• Develop and execute account plans for priority target accounts
• Negotiate and close agreements using standard terms and pricing
• Partner with the Commercial Business lead and our solutions and legal teams on pricing and contract questions

Qualifications required:

• Degree in business, technology or a related discipline. Licensing related to the financial industry is a plus.
• 3-7 years of B2B SaaS sales experience, including time in a closing role
• Proven record of meeting or exceeding quota and building customer champions
• Confidence engaging senior decision-makers
• Demonstrable experience developing client-focused, differentiated and achievable solutions
• Experience selling to financial services or regulated markets preferred
• Network in the financial services industry a plus
• Coachable, curious and eager to grow
• Ability to work in a fast-paced, dynamic environment

What to expect:

• An inclusive culture made up of extremely talented people
• A leadership team with a proven track record of success
• Hands-on coaching and a clear path to grow your career
• The opportunity to join a fast-growing company as it expands across the globe
• Competitive compensation and generous benefits

Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact .