Enterprise Account Executive
Advisor360°
full-time
Posted on:
Location Type: Hybrid
Location: Needham • Massachusetts • United States
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Salary
💰 $150,000 - $174,000 per year
About the role
- 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
Requirements
- 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.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
enterprise salesSaaS solutionsB2B salessales processesnegotiationproposal developmentpricing strategiescontract managementrevenue targetssales cycle management
Soft Skills
relationship buildingstorytellingtrusted advisorinfluencecollaborationcommunicationadaptabilityproblem-solvingstrategic thinkingengagement with executives