Sales Executive

Suron; United States; Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k) with contribution

Paid Time Off (PTO)

Performance-based incentives

Long-term incentive opportunities

Job summary

A financial services company based in New York is seeking a Sales Executive to scale its Marketing Technology platform. The role involves driver user acquisition, leading product demonstrations, and optimizing strategies for growth. Ideal candidates will have 2–5 years in sales or business development, preferably within SaaS or fintech. This position offers competitive compensation, including base salary and performance-based incentives, in a collaborative work environment.

Qualifications

• 2–5 years of relevant experience in sales, partnerships, or business development.
• Successful background in high-growth environments.
• Understanding of financial advisor market or RIA ecosystem is advantageous.

Responsibilities

• Drive user acquisition through partnerships and direct sales.
• Lead demos and outreach campaigns.
• Oversee email marketing, webinars, and ads strategy.
• Identify and execute business development opportunities.
• Monitor competitors and refine positioning.
• Collaborate with internal departments for growth.
• Track KPIs for performance monitoring.

Skills

Sales experience

Partnership development

Business development

Excellent communication skills

Strategic thinking

Job description

4 days ago Be among the first 25 applicants

This range is provided by Suron. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $85,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from Suron

Founder, Expert in Executive Recruiting and Digital Marketing with a special focus on Private Equity and M&A.

Job Title:

Location:

New York, NY

Hybrid model: 4 days/week in-office, Fridays remote with approval

Company Overview:

Our client is a publicly traded financial services firm with a dynamic and entrepreneurial culture. This role sits within a high-growth division focused on delivering a cutting-edge Marketing Technology (MarTech) platform built specifically for independent financial advisors and RIA firms. Backed by a well-resourced parent company, this division is poised for rapid expansion.

Platform Overview:

The MarTech platform is a customizable content and coaching solution designed to empower financial advisors with modern, scalable marketing tools. With five years of proven results and a rapidly growing user base, the platform has already demonstrated strong product-market fit. The current goal is to grow the user base by 10x over the next 24 months.

Position Summary:

The Sales Executive will own the strategy and execution for scaling the MarTech platform. This individual will lead direct advisor acquisition, form enterprise partnerships with RIA aggregators, optimize go-to-market strategy, and collaborate cross-functionally to enhance the platform’s offerings and user experience. This position reports directly to the CEO.

Key Responsibilities

• Drive new user acquisition through both enterprise partnerships and direct-to-advisor sales.
• Lead product demos, conduct outreach campaigns, and attend key industry events and conferences.
• Oversee marketing initiatives including email campaigns, webinars, paid ads, and social media strategy (in collaboration with internal teams).
• Identify strategic partnership opportunities and execute business development plans to capitalize on them.
• Monitor competitors (e.g., Snappy Kraken, FMG Suite, Brownbridge) and continually refine the platform’s positioning.
• Collaborate with internal departments including content, legal, tech, and finance to support operations and growth.
• Influence platform improvements based on user feedback and competitive analysis.
• Establish and track KPIs—such as demo-to-close ratios, MRR growth, and churn—to ensure continued performance and scale.

Qualifications

• 2–5 years of relevant experience in sales, partnerships, or business development—ideally within SaaS, fintech, or marketing technology.
• Demonstrated success in a high-growth, entrepreneurial or startup environment.
• Modest understanding of the financial advisor market and/or the RIA ecosystem is a significant advantage.
• Excellent communication and relationship-building skills; able to pitch, present, and close deals with confidence.
• Comfortable leading virtual and in-person demos and developing digital acquisition strategies.
• Ability to think strategically while executing tactically across multiple channels and priorities.
• Team-first mentality with the flexibility to pivot and adapt in a fast-paced, evolving environment.
• Base salary: Based on experience
• Performance-based incentives: On-target earnings (OTE) of up to $150,000+
• Long-term incentive opportunity (bonus, or profit-sharing potential based on performance)
• Full corporate benefits package: health insurance, 401(k) with contribution, PTO
• Work closely with senior leadership and CEO
• Collaborative, high-energy work environment with clear opportunity for advancement

This position offers long-term growth potential within the MarTech division and the broader corporate ecosystem. High performers may evolve into senior leadership or strategic roles across the platform’s expanding suite of businesses.