Senior WealthTech Partnerships Executive

Datalign Advisory; 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 is seeking a Senior Account Executive to source, pursue, and close net-new partnerships with wealth management firms. This full-cycle hunting role involves building your own pipeline, conducting discovery, and guiding deals from first contact to signed agreement.

Based in Cambridge, MA, the role offers hybrid work with flexibility on location and regular travel to partners and industry events. You will collaborate with product, marketing, and analytics to translate field insight into

Qualifications

• 7+ years of B2B SaaS or fintech sales experience.
• Proven track record of exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months) with ACV of $100K+.
• Strong pipeline management and CRM hygiene.
• Ability to articulate value and negotiate with C-suite.
• Experience with MEDDIC or Challenger methodologies.

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 plans aligning Datalign's value proposition to growth priorities.
• Lead complex deals with C-suite, finance, compliance, and operations stakeholders.
• Build and manage a strong pipeline with accurate forecasting.
• Represent Datalign at industry events and with key prospects.

Skills

B2B SaaS

Fintech sales

Quota attainment

Multi-stakeholder deals

MEDDIC

CRM discipline

Forecasting

Financial modeling

Cold outreach

Communication

Tools

Salesforce

Job description

Datalign is seeking a Senior Account Executive to source, pursue, and close net-new partnerships with wealth management firms. This full-cycle hunting role involves building your own pipeline, conducting discovery, and guiding deals from first contact to signed agreement.

Based in Cambridge, MA, the role offers hybrid work with flexibility on location and regular travel to partners and industry events. You will collaborate with product, marketing, and analytics to translate field insight into