Senior SaaS Account Executive, Wealth & RIA

Openkrill; United States; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

PTO

Holidays (11)

Health benefits

Life insurance

401(k)

Volunteer time off

Job summary

Ncontracts is seeking a Senior Account Executive to lead end-to-end SaaS sales for Wealth, Trust, and RIA clients. You will own the territory, manage a multi-threaded sales process, and drive revenue growth with strategic, consultative engagements.

Reporting to the VP of Sales, Financial Services, you will navigate long sales cycles, engage C-suite stakeholders, and collaborate with Marketing and Product to win high-value deals. This hybrid role is based in the U.S. and targets ARR growth.

Qualifications

• 10+ years of SaaS sales experience; strong experience selling into Wealth, Trust and RIA sectors preferred.
• Proven success in new logo acquisition with annual quotas of $600k+ ARR.
• Self-sourcing at least half of pipeline through outbound prospecting.
• Experience selling compliance, risk, or workflow automation platforms is a plus.

Responsibilities

• Drive full-cycle SaaS sales into Wealth, Trust, and RIA organizations.
• Identify, develop, and close new business opportunities through outbound prospecting and partnerships.
• Maintain a healthy pipeline with strong forecasting discipline.
• Conduct onsite discovery meetings with senior leaders to understand regulatory and efficiency challenges.
• Collaborate with Marketing, SDRs, Product, and Partnerships to align messaging.
• Articulate ROI and business value in a consultative manner.
• Use Salesforce for pipeline management and deal progression.
• Meet or exceed ARR targets.

Skills

SaaS sales

New logo acquisition

C-suite engagement

Pipeline management

Forecasting

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

Ncontracts is seeking a Senior Account Executive to lead end-to-end SaaS sales for Wealth, Trust, and RIA clients. You will own the territory, manage a multi-threaded sales process, and drive revenue growth with strategic, consultative engagements.

Reporting to the VP of Sales, Financial Services, you will navigate long sales cycles, engage C-suite stakeholders, and collaborate with Marketing and Product to win high-value deals. This hybrid role is based in the U.S. and targets ARR growth.