Senior Account Executive — Fintech Growth Hunter

Datalign Advisory, LLC.; Cambridge (MA); Hybrid; USD 135,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Flexible paid time off

401(k)

Job summary

Datalign Advisory, LLC. is seeking a Senior Account Executive in Cambridge, MA to source, pursue, and close net-new partnerships with wealth management firms.

This full-cycle hunting role involves building your own pipeline, conducting discovery, navigating multi-stakeholder buying processes, and moving deals from first contact to signed agreements. You will partner with product, marketing, and analytics to turn field insight into a competitive edge, own forecasting, and travel for key events

Qualifications

• 7+ years of B2B SaaS or fintech sales experience with a track record of sourcing and closing net-new business.
• Strong pipeline management, forecasting discipline, and CRM hygiene (Salesforce or equivalent).
• Demonstrated ability to engage C-suite and senior decision-makers in multi-stakeholder deals.

Responsibilities

• Identify and engage high-fit wealth management firms from first contact to signed partnership.
• Own the full sales cycle for net-new accounts: discovery, demos, proposals, negotiation, and close.
• Develop and execute plans aligning Datalign's value proposition to each firm's growth priorities.
• Lead complex deals involving C-suite, finance, compliance, and operations stakeholders.
• Build and manage a strong pipeline, maintaining accurate forecasting and disciplined stage progression.
• Become an expert in the financial advisory industry to identify strong-fit prospects and speak credibly to growth priorities.

Skills

Hunter

B2B SaaS

Fintech sales

Forecasting

CRM hygiene

C-suite engagement

Job description

Datalign Advisory, LLC. is seeking a Senior Account Executive in Cambridge, MA to source, pursue, and close net-new partnerships with wealth management firms.

This full-cycle hunting role involves building your own pipeline, conducting discovery, navigating multi-stakeholder buying processes, and moving deals from first contact to signed agreements. You will partner with product, marketing, and analytics to turn field insight into a competitive edge, own forecasting, and travel for key events