SME & Enterprise Account Executive

David Joseph & Company

  • San Francisco, California
  • 8 days ago
  • Remote
  • $100,000–$125,000 Per Year
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Skills

  • Business Caseunmatched
  • Enterprise Salesunmatched
  • Financial Servicesunmatched
  • Investment Strategyunmatched
  • Purchasing/Procurementunmatched
  • Rich Internet Application (RIA)unmatched
  • Riskunmatched
  • Salesunmatched
  • Sales Closing Skillsunmatched
  • Sales Managementunmatched
  • Wealth Managementunmatched

Description

Remote (US) · Full-timeCompensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity

About the Company

Our client is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. It has 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

Own the client's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive, multi-stakeholder, multi-year deal-making that wins the biggest firms in an underserved $100B+ market.

Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator.

Requirements

  • 2+ years of wealth-management or fintech sales
  • 1+ year of complex, multi-stakeholder deal closing
  • 90%+ documented quota attainment
  • A self-sourced-pipeline track record
  • US-timezone availability
  • Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook

Nice to Haves

  • Has sold compliance or risk software specifically into a regulated financial-services buyer, not an adjacent category
  • Builds and defends a business case to a CCO, COO, or principal-level buying committee
  • Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
  • A track record structuring multi-year or phased enterprise deals

Why Join

  • Own the biggest deals in an underserved market: the largest, most complex opportunities in a $100B+ TAM
  • Uncapped commission, real upside: $200–250K OTE, uncapped — larger ACVs mean larger checks
  • Direct access and influence: a direct line to the Head of Sales and CEO at a small, low-bureaucracy team where high performers shape the playbook

Details

  • Location — Remote (US-based)
  • Work policy — Remote (US)
  • Compensation — $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity
  • Visa sponsorship — Not available
  • Employment type — Full-time

Numbers & Facts

LocationSan Francisco, California (
Remote
)
Salary$100,000–$125,000 Per Year

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