Mid-Senior Account Executive

Our client provides SaaS solutions that help U.S. RIA and wealth-management firms improve advisor workflows and compliance. They are growing their enterprise sales motion across firms with 50+ advisors, with deal sizes ranging from $100K–$500K+ ACV. The company is hiring a closing-focused AE to own complex opportunities from qualified meeting through signed contract.

Need to have qualifications:

• 4+ years of B2B SaaS sales experience with a proven track record selling mid-market and enterprise accounts.

• Consistent history of achieving 100%+ annual quota attainment.

• Experience closing complex deals valued at $100K+ ACV.

• Strong experience navigating multi-stakeholder buying committees, including executives, operations, and compliance leaders.

• Native or near-native English communication skills, written and verbal.

• Proven experience managing enterprise sales cycles with multiple decision-makers and longer timelines.

• Strong negotiation skills, including multi-year agreements, phased rollouts, enterprise deployments, and custom pricing.

• Strong CRM discipline and experience maintaining accurate pipeline data, preferably in HubSpot.

• Comfortable leading executive-level conversations and presenting business value rather than product features.

• Willingness to work as a Latin America-based contractor selling to U.S. customers.

Nice to have:

• Experience selling into wealth management, financial services, or RIAs.

• Experience selling SaaS products to firms with 250+ employees or advisors.

• Familiarity with compliance, advisor workflows, or investment-management operations.

• Experience with complex enterprise pricing and deal architecture.

• Experience using HubSpot and account research tools such as AdvisorPro.

• Experience informally coaching or mentoring other sales team members.

Responsibilities:

• Own qualified opportunities from the first qualified meeting through signed contract.

• Lead deal strategy for SME and enterprise firms with 50+ advisors and $100K–$500K+ ACV opportunities.

• Navigate buying committees involving firm principals, CCOs, COOs, and operations leaders.

• Build and maintain accurate account plans covering decision-makers, competition, timelines, and deal strategy.

• Maintain a clean HubSpot pipeline with accurate stages, next steps, notes, and close dates.

• Create tailored pricing proposals based on firm size, product fit, competitive positioning, and prospect needs.

• Structure multi-year agreements, phased rollouts, and enterprise-wide deployments with the Head of Sales.

• Negotiate pricing and contracts while protecting margins and maintaining discounting discipline.

• Build trusted relationships with executive decision-makers throughout 6–12+ month sales cycles.

• Re-engage stalled opportunities and maintain consistent, value-driven prospect engagement.

• Brief and debrief the Solutions Consultant before and after prospect meetings.

• Collaborate with Sales Enablement and Content on deal-specific collateral, case studies, and competitive materials.

• Coordinate with the Customer Success Manager to deliver complete handoffs at close.

• Surface competitive intelligence, prospect feedback, and market trends to the broader sales and marketing team.

• Identify deal blockers early and escalate opportunities requiring executive support.