SMB Account Executive

Remote (US) · Philadelphia / Austin / Denver · Full-timeCompensation: $50,000–$70,000 base + uncapped commission (OTE $100,000–$140,000) + competitive equity

About the Company

Our client is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. It has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the US. The team runs on EOS and sells directly to compliance officers, principals, and operations leaders, with direct access to the Head of Sales and CEO.

Founded 2017 · 11–50 people (Series A) · Industry: FinTech

The Role

Own the full sales cycle for smaller RIA and wealth-management firms (roughly 10–49 advisors) — the widest and highest-volume part of the market — in a fast, high-velocity, full-cycle motion. Run consultative discovery to surface each firm's real compliance and growth pain (fluent in RIA, custodian, compliance, and fiduciary language), build tailored pricing proposals, and close 60–120 day cycles. Partner with the Solutions Consultant on demos and hand off cleanly to Customer Success at close.

Requirements

• 2+ years of wealth-management or fintech sales
• 1+ year of full-cycle SMB SaaS closing
• 90%+ documented quota attainment
• HubSpot / CRM proficiency
• US-timezone availability

Nice to Haves

• A track record running a high-volume pipeline (15–25+ concurrent deals) without letting deals go idle
• Speaks the language of RIAs, custodians, compliance, and fiduciary duty fluently and credibly
• Advances deals through clear micro-commitments and fast follow-up turnaround
• Comfortable operating without a polished playbook at a small, growth-stage company
• Debriefs lost deals honestly and shows measurable skill growth over time

Why Join

• Real traction, early enough to shape it: ~$3M ARR with a clear path to $10M — you help build the repeatable SMB playbook rather than inherit one
• Uncapped earning: OTE $100K–$140K with uncapped commission and accelerators for over-performance
• A direct line to leadership: reports to the Head of Sales with direct access to the CEO
• Full-cycle ownership of the widest, highest-volume segment of the market

Details

• Location — Remote (US); Philadelphia, Austin, or Denver
• Work policy — Remote (US-based)
• Compensation — $50,000–$70,000 base + uncapped commission (OTE $100,000–$140,000) + competitive equity
• Visa sponsorship — Not available
• Employment type — Full-time