Mid-Market Account Executive

Here’s What You’ll Do:

Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close
Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
Educate prospects on how Advisor360°’s platform improves advisor productivity, operational efficiency, compliance, and client experience
Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
Collaborate with Marketing on inbound and outbound opportunities
Consistently achieve or exceed quarterly and annual revenue targets
Maintain accurate activity and opportunity data in CRM and sales engagement tools

What You Bring to the Table:

4–8 years of B2B sales experience, including 2+ years in a closing role
Experience with the wealth management industry, including RIAs, broker-dealers.
Proven ability to manage multiple deals with moderate complexity and defined sales cycles
Strong discovery, qualification, and objection-handling skills
Ability to communicate value clearly to Director and VP level stakeholders
Highly organized with strong time-management and pipeline management skills
Comfortable working within established sales processes and playbooks
Experience with Salesforce or similar CRM tools

The estimated base salary range for this position is $115,000 – $145,000 + commission & equity.