Senior Account Executive — WealthTech Partnerships

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Flexible paid time off

401(k)

Job summary

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

This full-cycle hunter role requires building your own pipeline, conducting discovery, and negotiating multi-stakeholder deals from first contact to signed agreements. You'll operate at the front lines of fintech sales, collaborating with product, marketing, and analytics to turn field insights into competitive advantage.

Qualifications

• 7+ years of B2B SaaS or fintech sales experience.
• Proven track record of exceeding quota in complex multi-stakeholder cycles with ACV $100K+.
• Experience selling to C-suite and senior decision-makers.
• Familiar with MEDDIC or Challenger frameworks.
• Strong pipeline management and forecasting discipline.

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 that align Datalign's value proposition to growth priorities.
• Lead complex deals involving C-suite, finance, compliance, and operations stakeholders.
• Build and manage a strong pipeline with accurate forecasting and disciplined stage progression.
• Become an expert in the financial advisory industry to identify strong-fit prospects.

Skills

Hunter mindset

C-suite negotiation

Forecasting

CRM hygiene

MEDDIC

Challenger

Tools

Salesforce

Excel

Job description

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

This full-cycle hunter role requires building your own pipeline, conducting discovery, and negotiating multi-stakeholder deals from first contact to signed agreements. You'll operate at the front lines of fintech sales, collaborating with product, marketing, and analytics to turn field insights into competitive advantage.