Sr. Account Executive (SaaS Sales) at Gridline

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

About Us

Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place.
Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge?

The Opportunity

We are seeking a Sr. Account Executive to own and scale revenue growth within the Registered Investment Advisor (RIA) channel. As a senior, quota-carrying seller, you will be responsible for executing Gridline’s go-to-market motion, closing new business, and expanding existing accounts within the private markets ecosystem.

This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles. You must be able to navigate complex stakeholder groups - including CEOs, CCOs, CIOs, COOs, and Principals - positioning Gridline as a long-term platform partner committed to their growth rather than just a vendor.

This role offers fully remote flexibility across any major US metropolitan area (excluding NYC), with an uncapped, wide-open territory that gives you the freedom to build, scale, and succeed from day one.

This is an amazing opportunity to join Gridline at this inflection point, reporting directly to the Chief Growth Officer (CGO).

In this role you will...

• Drive Revenue: Own net-new and expansion revenue for your assigned territory, with full accountability for pipeline health, bookings, and deals won.
• Build Pipeline: Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and your existing network of referrals.
• Close Complex Deals: Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers.
• Expand Accounts: Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.
• Operationalize Growth: Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation.
• Represent the Brand: Act as a face of Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients.

You have...

• Experience: At least 5 years of complex enterprise sales experience (ideally selling a fintech and/or wealthtech SaaS product to RIAs, family offices etc.).
• Ability to Travel: Ability to travel 15 - 20% within your assigned territory for client meetings and industry conferences.
• Education: Ideally a bachelor's or equivalent in a related field (finance, economics etc.).
• Location: This role is 100% remote within assigned territory with a strong preference for a major regional financial market.

$125,000 - $150,000 a year

• Salary is determined by a variety of factors, including specialized skills, experience, and relevant education or training.
• Commissions @ 100%-to-goal are x2 of base salary with uncapped upside.
• This salary range is one component of our total rewards package.

We offer...

• Impact: The opportunity to join a Series A fintech at a high-growth inflection point.
• Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer.
• Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups.
• Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems.
• Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage.

Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.