Mid-Market Account Executive

Remote (US) · Full-timeCompensation: $100,000–$125,000 + competitive equity

About the Company

Our client is a Series A fintech building decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so advisors can run smarter practices without the manual work. It has real product-market fit — roughly $3M ARR with a clear path to $10M — in a $100B+ addressable market of independent RIAs and wealth-management firms across the US.

Founded 2017 · 11–50 people (Series A) · Industry: FinTech

The Role

A full-cycle, closing-focused individual-contributor seat converting qualified opportunities into closed-won revenue with mid-market RIA and wealth-management firms in the $25K–$100K ACV range, on roughly 60–90 day cycles. Leads come from marketing, a target-account development rep, and the Head of Sales; the AE owns the deal end to end.

Tools: HubSpot CRM (or comparable).

Requirements

• Full-cycle closing experience in the mid-market ($25K–$100K ACV)
• Fluency in the wealth-management / RIA domain
• Disciplined pipeline management and reliable forecasting (HubSpot or comparable)
• A consultative discovery approach
• US-based, effective working remotely, with strong written and async communication

Nice to Haves

• Consistent, predictable quota attainment month over month rather than occasional large wins
• Speaks the language of wealth management — AUM, custodians, fiduciary, compliance, ADV, RIA structures — naturally rather than from a memorized glossary
• Keeps CRM hygiene immaculate without being asked and forecasts reliably
• Reads ambiguous prospect signals well, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
• Comfortably runs a high volume of concurrent deals with fast proposal and follow-up turnaround

Why Join

• Uncapped commission — larger ACVs mean larger checks
• Shape the playbook on a small, low-bureaucracy team, with direct access to the Head of Sales and CEO
• Sell in the sweet spot — mid-market RIAs that don't yet have a comparable solution, won in 60–90 days
• Strong PMF and a clear trajectory: ~$3M ARR with a defined path to $10M in a $100B+ market
• Fully remote, unlimited PTO, and health benefits

Details

• Location — Remote (US-based)
• Work policy — Fully remote
• Compensation — $100,000–$125,000 + competitive equity
• Visa sponsorship — Not available
• Employment type — Full-time