Sales Executive

M62AI; United States; Remote; USD 150,000 - 200,000; Full time

Benefits offered by this job

Healthcare (subsidized)

Dental & Vision insurance

Generous paid time off

Equity potential

Bonus potential

Job summary

M62AI is seeking an early-member of the commercial team to shape our outbound sales approach, test messaging, and build relationships with RIA principals and family-office leaders in New York. You will own portions of the pipeline from the start, crafting targeted outreach and consultative conversations to generate qualified opportunities.

You will refine our ideal customer profile, document stakeholders, and help build a repeatable approach as we scale.

Qualifications

• Experience generating qualified B2B SaaS pipeline in sales roles.
• Track record of meeting or exceeding sales targets.
• Experience selling into wealth management or financial services.
• Strong written and verbal communication for senior decision-makers.
• Ability to build targeted outreach and personalized messaging.
• Builder mindset with comfort in ambiguity and structuring processes.
• Familiarity with CRM and sales engagement tools.

Responsibilities

• Identify and prioritize prospects across RIAs and family offices.
• Understand firm business models and challenges to tailor outreach.
• Start meaningful conversations via email, phone, and LinkedIn.
• Qualify opportunities and document stakeholders and next steps.
• Help build and refine the outbound approach and messaging.
• Maintain accurate CRM data and track pipeline progression.
• Share market insights to inform positioning and product conversations.
• Turn inbound interest into qualified conversations as channels grow.

Skills

B2B SaaS sales

Prospecting & outbound

Communication (written & verbal)

CRM experience

Research-driven approach

Executive engagement

Tools

Salesforce

HubSpot

LinkedIn Sales Navigator

Job description

About the role

As an early member of our commercial team, you’ll work closely with our founders to shape our outbound sales approach, test messaging, and build relationships with RIA principals, family-office COOs, and other senior decision-makers.

This is not a high-volume dialing role. You’ll combine deep prospect research, personalized outreach, and consultative conversations to understand business needs and generate qualified pipeline.

You’ll have meaningful ownership from the start, helping refine our ideal customer profile and build a repeatable approach. You should be a builder at heart—comfortable with ambiguity, ready to test ideas, and energized by creating structure as we grow.

What You’ll Work On

• Identify and prioritize prospects. Build targeted account lists and outbound campaigns focused on RIA principals, family-office COOs, heads of operations, and other relevant decision-makers.
• Understand each firm’s business. Research assets under management, operating models, technology stacks, custodial relationships, and potential challenges to develop informed outreach.
• Start meaningful conversations. Create personalized outreach across email, phone, and LinkedIn that speaks to each prospect’s priorities and invites a substantive discussion.
• Qualify and develop opportunities. Assess fit, explore business needs, and document stakeholders, priorities, and next steps to support a clear handoff to the founders or closing team.
• Help build the outbound approach. Test account segments, messaging, channels, and outreach sequences; use what you learn to improve targeting and conversion.
• Keep pipeline information reliable. Maintain accurate CRM records and track outreach effectiveness, qualified opportunities, and pipeline progression.
• Bring market insights back to the team. Share recurring objections, competitive insights, and unmet needs to inform our positioning and product conversations.
• Support broader pipeline development. Help turn inbound interest, content engagement, and event connections into qualified conversations as these channels develop.

What We’re Looking For

• Experience generating qualified B2B SaaS pipeline in sales development, business development, or a related role– with proven track record of hitting and exceeding sales targets.
• Experience selling into wealth management or financial services, with familiarity with RIAs, family offices, custodians, and the operational challenges these firms face.
• A research-driven approach and the judgment to connect what you learn about a prospect to a relevant business conversation.
• Strong written and verbal communication, including the ability to write clear, credible outreach and engage senior decision-makers.
• Evidence of creating quality opportunities through thoughtful targeting, personalization, and consistent follow-through.
• A builder’s mindset and comfort with ambiguity. You can create structure where it doesn’t yet exist, make thoughtful decisions with incomplete information, and adapt as priorities evolve.
• Experience with a CRM such as Salesforce or HubSpot and familiarity with prospecting and sales engagement tools.
• Curiosity about AI and how it can improve the way wealth management firms work.

For candidates located in New York, New York, the anticipated annual base salary range for this role is $150,000–$200,000. Actual compensation will depend on factors including skills, experience, role scope, and work location. M62AI offers competitive benefits, including highly subsidized healthcare, dental and vision insurance, and generous paid time off. Eligible roles may also receive equity and bonus compensation.

Our company does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non‑merit factor.