Own and drive the full enterprise sales cycle—from prospecting and qualification to proposal, negotiation, and close
Build and nurture relationships with executive decision-makers at top-tier wealth management firms, creating Advisor360° champions
Understand complex, regulated business challenges within wealth management organizations and align Advisor360°’s platform to deliver measurable impact
Collaborate closely with Sales Engineering, Product, and Marketing teams to tailor enterprise-level messaging and demos
Influence pricing strategies, enterprise deal structure, and long-term growth opportunities
Consistently achieve (and exceed) quarterly and annual revenue targets

Proven enterprise sales experience within the WealthTech industry
Direct experience selling SaaS solutions to wealth management firms, including RIAs, independent broker-dealers, or large financial institutions
Deep understanding of the wealth management ecosystem, including advisors, home office stakeholders, compliance considerations, and long sales cycles
Demonstrated success navigating complex, multi-stakeholder enterprise deals with six-figure (or greater) contract values
8+ years of experience in B2B sales, with a strong focus on enterprise or strategic accounts
Ability to engage credibly with mid-level and C-suite executives as a trusted advisor
Strong storytelling skills with the ability to simplify complex technology and business challenges
Comfort operating in ambiguity and contributing to the development of sales processes and playbooks
Experience in a high-growth or startup environment is strongly preferred.

Comprehensive health benefits, including dental, life, and disability insurance.
Unlimited paid time off program to help you perform at your best every day.
Annual performance-based bonuses
Opportunity to share in the equity value you and your colleagues create during your time with the company.

Enterprise Account Executive

Key skills