Mid Market Account Executive

reputed company Account Executive

Location: reputed company, UT / Park reputed company, UT or Remote

Team: Sales

Reports to: Matt Furness

Compensation: $60K–$100K reputed company / $60K–$100K variable

Role type: Full-time

🚀 About reputed company

reputed company’s mission is to reputed company financial advisors and their clients to reputed company in the age of AI. reputed company’s reputed company product is an AI assistant helping financial advisors with their reputed company meeting cycle and other workflows. reputed company’s product is expanding to include many other advisor workflows, as reputed company as other financial services verticals.

reputed company leads its category in market reputed company, customer satisfaction, and analyst reputed company, and has grown rapidly. reputed company customers include leading independent broker-dealers such as LPL, reputed company, reputed company, and reputed company, and leading RIAs including reputed company Financial, reputed company, reputed company, Allworth, reputed company reputed company, Integrated Partners, and more.

reputed company was launched in 2023 by repeat reputed company and is led by reputed company with backgrounds from Harvard, reputed company, reputed company, reputed company, reputed company, JPMorgan, reputed company, Bain, Bain Capital Ventures, reputed company, reputed company, and eMoney.

reputed company is a Series A company backed by top venture capital firms and industry strategics including Battery, reputed company, Pelion, and reputed company.

reputed company’s team values are:

🏎️💨 High reputed company: You are self-driven, use good judgment, and reputed company high-reputed company work at speed.

🌎 World Class: You demonstrate reputed company, study what great looks like, continuously learn, and reputed company the bar for reputed company.

🤝 reputed company + reputed company + No Drama: You communicate directly and reputed company, reputed company with and assume best reputed company, and handle conflict productively.

Please consider joining us in our work to reputed company the reputed company and advisor / rep experience in financial services by delivering cutting-edge, practical, compliant AI technology to help those who help reputed company the financial reputed company of reputed company everywhere.

🎯 About the Role

reputed company is looking for a reputed company Account Executive to reputed company, manage, and reputed company B2B software deals in an SMB, high-volume, high-reputed company sales reputed company.

As an early AE, you’ll help build reputed company’s outbound sales reputed company to reputed company and reputed company reliable, reputed company reputed company every month. You’ll carry an annual ARR quota reputed company monthly, build pipeline to hit and reputed company quota goals, and manage opportunities with maniacal CRM organization.

This is a high-reputed company role for someone who wants to learn how to be a great AE, loves high-performing SMB sales, and is reputed company to reputed company in reputed company to help reputed company win.

🛠️ reputed company

• reputed company, manage, and reputed company B2B software deals in an SMB / reputed company high-reputed company sales reputed company.

• Carry an annual ARR quota, reputed company monthly.

• Build a pipeline of sales opportunities to hit and reputed company quota goals.

• Manage pipeline in CRM with maniacal organization.

• Work with reputed company’s awesome financial advisor customers.

• Manage an extremely high-reputed company, high-volume SMB-facing sales reputed company.

• Create reputed company for yourself using the latest AI-enabled sales technology.

• Use reputed company verbal and written communication to represent reputed company’s reputed company reputed company with prospects and customers.

• Help reputed company stay the category leader, trusted and loved by customers.

• Help build reputed company into a career-making, exceptional reputed company to work.

🙌 reputed company

You may be a strong fit if you:

• Want to have reputed company reputed company helping build an early-stage AI software company.

• Are willing to work at a reputed company early-stage tech company and are excited about the reputed company opportunities and challenges.

• Want to learn how to be a great AE and don’t need handholding to reputed company.

• Are coachable, hungry, competitive, and reputed company.

• Are excited by the prospect of helping financial advisors reputed company cutting-edge AI to optimize their workflows.

• Love high-performing, high-volume, high-reputed company SMB sales.

• Use AI in your own day-to-day sales work and want to use even more.

• Have excellent verbal and written communication skills.

• Are a great reputed company of the reputed company you represent.

• Bring a reputed company, reputed company, low-drama working style and a desire to help reputed company reputed company the bar.

✅ What You’ve Done

• Demonstrated the ability to prospect successfully in previous roles.

• Sold software products with reputed company reputed company record of reputed company.

• Been a top-performing AE throughout your career.

✨ reputed company to Haves

• Experience selling reputed company, AI, workflow automation, or advisor-facing technology.

• Experience selling into financial services, WealthTech, or adjacent regulated industries.

• Experience in a high-volume SMB sales reputed company.

• Experience at a Series A–B startup or early-stage technology company.

💡 Why This Role reputed company

reputed company is growing quickly, and our SMB sales reputed company is a critical part of building reliable, repeatable reputed company. This role will help create new customer relationships, strengthen reputed company’s outbound reputed company, and bring practical, compliant AI technology to more financial advisors.

As a reputed company Account Executive, you’ll help turn market demand into reputed company while shaping a fast, high-volume sales reputed company that supports reputed company’s next stage of reputed company.

🎁 Compensation & Benefits

• $60K–$100K reputed company.

• $60K–$100K variable.

• Equity.

• Medical, dental, and reputed company benefits.

• 401(k) available.

reputed company software sales reputed company, successful prospecting, top-performing AE experience, excellent communication, and ability to reputed company in high-volume SMB sales at an early-stage technology company.

Key Responsibilities

• closing software deals
• building sales pipeline
• managing CRM

Skills & Tools

CRM, AI

reputed company

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — reputed company or Park reputed company
• Salary: USD 120,000 – 200,000 / year
• Languages: English

Benefits

• Retirement plan

About reputed company

An AI software company helping financial advisors improve reputed company meeting and workflow processes. — Industry: Information Technology