Strategic Account Executive — Fintech Advisor Sales

CMC Recruiting; Denver (CO); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Equity opportunity

Health, dental, vision insurance

401(k)

Generous PTO & holidays

Job summary

CMC Recruiting is seeking an Account Executive to drive growth and build relationships with financial advisors and firms nationwide. You will own the full sales cycle from outreach through onboarding and expansion, leveraging consultative selling and modern sales tools to close deals.

The role demands 2–5+ years in SaaS/fintech, strong outbound skills (200+ dials/month), and a data-driven CRM discipline. Travel ~25–30% and an opportunity for equity are included.

Qualifications

• 2–5+ years of experience in SaaS, fintech, insurtech, or consultative B2B sales.
• Proven ability to manage a full sales cycle and close deals in a fast-paced environment.
• Strong outbound prospecting skills with 200+ dials per month.
• Excellent verbal and written communication, ability to simplify complex concepts.
• Experience with MEDDIC, BANT, SPICED or similar methodologies.
• Proficiency with modern SaaS sales tools (HubSpot, Dialpad, Apollo, LinkedIn Sales Navigator).
• Strong organizational skills and ability to manage multiple priorities.
• Data-driven mindset with disciplined CRM and pipeline management.
• Coachable, resourceful, competitive, and self-motivated.
• Team player with ownership and accountability.
• Willingness to travel ~25–30%.
• Experience in financial services, insurance, or advisor-facing businesses is a plus.

Responsibilities

• Own the full sales cycle from prospecting through close and onboarding.
• Build relationships with financial advisors, advisory teams, and key stakeholders.
• Drive new business acquisition through outbound outreach and relationship-building.
• Conduct demos, presentations, and educational sessions with prospective partners.
• Expand and deepen relationships within existing accounts.
• Multi-thread relationships within organizations to increase platform adoption.
• Collaborate cross-functionally with leadership, product, and advisor success teams.
• Maintain accurate pipeline management and activity tracking within the CRM.
• Stay informed on industry trends, product updates, and market opportunities.

Skills

SaaS sales

Outbound prospecting

CRM discipline

Verbal & written communication

Sales methodologies

Modern sales tools

Multi-thread relationship building

Prioritization & time management

Ownership & accountability

Travel readiness

Education

Bachelor’s degree preferred

Tools

HubSpot

Dialpad

Apollo

LinkedIn Sales Navigator

Job description

CMC Recruiting is seeking an Account Executive to drive growth and build relationships with financial advisors and firms nationwide. You will own the full sales cycle from outreach through onboarding and expansion, leveraging consultative selling and modern sales tools to close deals.

The role demands 2–5+ years in SaaS/fintech, strong outbound skills (200+ dials/month), and a data-driven CRM discipline. Travel ~25–30% and an opportunity for equity are included.