Senior Enterprise AE - Fintech SaaS for RIAs (Remote)

Matcha; Northern (KY); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Equity

Flexible PTO

Medical, dental, and vision coverage

Job summary

Gridline is seeking a Sr. Account Executive to own and scale revenue in the RIA channel. As a senior, quota-carrying seller, you will close new business and expand existing accounts within the private markets ecosystem.

Fully remote across the US (except NYC) with a wide territory and uncapped upside, reporting to the CGO. This role requires navigating multiple C-suite stakeholders and driving multi-product adoption while maintaining strong CRM discipline and collaboration with Marketing and

Qualifications

• 5+ years of complex enterprise sales experience to RIAs, family offices, etc.
• Able to travel 15–20% within territory for meetings and conferences.
• Bachelor's degree or equivalent in finance, economics, or related field.
• Location: 100% remote within major regional financial markets.

Responsibilities

• Drive net-new and expansion revenue across assigned territory.
• Generate and advance a high-quality pipeline through outbound and inbound opportunities.
• Close complex deals with multiple C-suite stakeholders from discovery to contract.
• Expand accounts with multi-product adoption to maximize lifetime value.
• Maintain CRM discipline and collaborate with Marketing/Product to refine messaging.
• Represent Gridline at industry events and client meetings.

Skills

Complex enterprise sales

Stakeholder management

CRM discipline

Education

Bachelor's degree in finance or economics

Tools

CRM software

Job description

Gridline is seeking a Sr. Account Executive to own and scale revenue in the RIA channel. As a senior, quota-carrying seller, you will close new business and expand existing accounts within the private markets ecosystem.

Fully remote across the US (except NYC) with a wide territory and uncapped upside, reporting to the CGO. This role requires navigating multiple C-suite stakeholders and driving multi-product adoption while maintaining strong CRM discipline and collaboration with Marketing and