Sr. Account Executive (SaaS Sales)

Gridline is seeking a senior, quota-carrying Account Executive to grow revenue in the Registered Investment Advisor (RIA) channel. The role owns new business and account expansion, manages complex sales from discovery through contract execution, and builds relationships with RIA stakeholders across the private markets ecosystem.

Responsibilities:

• Drive Revenue: Own net-new and expansion revenue for your assigned territory, with full accountability for pipeline health, bookings, and deals won
• Build Pipeline: Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and your existing network of referrals
• Close Complex Deals: Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers
• Expand Accounts: Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue
• Operationalize Growth: Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation
• Represent the Brand: Act as a face of Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients

Requirements:

• At least 5 years of complex enterprise sales experience
• Ability to travel 15 - 20% within your assigned territory for client meetings and industry conferences
• ideally selling a fintech and/or wealthtech SaaS product to RIAs, family offices etc
• Ideally a bachelor's or equivalent in a related field (finance, economics etc.)