iDelsoft

Account Executive

• Own deals from qualified opportunity through signed contract
• Work closely with the Head of Sales
• Run the sales cycle with mid-market RIA and wealth management firms
• Lead discovery calls addressing pain points, compliance pressures, and growth goals
• Work with a Solutions Consultant on product demonstrations
• Handle common sales objections
• Build tailored pricing proposals and negotiate terms within agreed guidelines
• Maintain an accurate HubSpot pipeline and forecast reliably
• Manage multiple deals and keep them progressing
• Hand closed deals over to Customer Success with full context

Explore Mid-Market Account Executive at iDelsoft. Review requirements and application details.

Mid-Market Account Executive

• Own the sales cycle from qualified opportunity to signed contract with SME and enterprise RIA and wealth management firms
• Close deals typically between $100K and $500K+ ACV
• Build trust with executive decision-makers and bring buying committees to a decision
• Create tailored pricing proposals and structure multi-year deals, phased rollouts, and firm-wide deployments with the Head of Sales
• Maintain account plans for key prospects and a clean, forecast-accurate pipeline in HubSpot
• Work with a Solutions Consultant on demos and technical questions
• Hand closed deals to Customer Success with full context
• Build an industry network through events, conferences, and client referrals
• Work closely with the Head of Sales

Explore SME & Enterprise Account Executive at iDelsoft. Review requirements and application details.

Open roles

Mid-Market Account Executive

SME & Enterprise Account Executive