Mid-Market Account Executive

iDelsoft

. Own deals from qualified opportunity through signed contract .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-cycle sales, particularly in mid-market SaaS deals within the wealth management and financial services sectors. Proven ability to manage client relationships, negotiate contracts, and maintain accurate sales forecasts using CRM tools.

Highest-signal resume keywords

Full-Cycle Account Executive ExperienceMid-Market SaaS SalesConsultative Selling ApproachExperience Selling to RIAsAchieved 90%+ of Quota

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementContract NegotiationPipeline ManagementForecastingTailored Pricing Proposals

Soft Skills

Strong Writing SkillsListening SkillsRemote Work Experience

Tools & Technologies

HubSpotOutreachGongLinkedIn Sales NavigatorApollo

Certifications & Qualifications

MEDDPICCChallenger Sales TrainingSandler Sales Training

Industry Keywords

Wealth ManagementFinancial ServicesFintechComplianceFiduciary Duty

Tech Stack

Tools & technologies

Apollo

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years as a full-cycle Account Executive closing mid-market SaaS deals in the $25K to $100K ACV range
2+ years selling in wealth management, financial services, or fintech
Comfortable discussing RIAs, custodians, compliance, and fiduciary duty
Achieved 90%+ of quota for at least one full year and able to demonstrate it
Maintains accurate CRM records and reliable forecasts
Consultative selling approach focused on listening and asking questions
Experience at a small or growth-stage company with under 100 people
Strong writing skills and experience working remotely
Direct experience selling to RIAs, broker-dealers, or wealth management platforms preferred
Existing relationships with CCOs, COOs, principals, or operations leads at advisory firms preferred
MEDDPICC, Challenger, Sandler, or similar sales training preferred
Experience selling into custodian ecosystems such as Schwab, Fidelity, or Pershing preferred
Experience with Outreach, Gong, LinkedIn Sales Navigator, or Apollo preferred

Benefits

Comp & perks

Full-time W-2 role
Health, dental, and vision insurance
401(k)
Equity
PTO
US holidays
Fully remote work within the US