SME & Enterprise Account Executive

iDelsoft

. Own the sales cycle from qualified opportunity to signed contract with SME and enterprise RIA and wealth management firms .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in closing complex, multi-stakeholder deals within the wealth management and financial services sectors, with a strong focus on maintaining accurate CRM records and achieving sales quotas. Builds and leverages relationships with executive decision-makers and industry leaders to drive business growth.

Highest-signal resume keywords

Closing Complex DealsWealth Management SalesRIA/IBD Regulatory KnowledgeCRM Maintenance and ForecastingEnterprise Sales Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementPricing Proposal CreationAccount PlanningForecast AccuracyQuota Achievement

Soft Skills

Relationship BuildingTrust DevelopmentCollaboration with Sales Teams

Tools & Technologies

HubSpotOutreachGongLinkedIn Sales Navigator

Certifications & Qualifications

MEDDPICCChallenger Sales Training

Industry Keywords

RIAWealth ManagementFinancial ServicesFintechCustodian Ecosystems

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

3+ years closing complex, multi-stakeholder deals in the $100K to $500K+ ACV range
Knowledge of the RIA/IBD regulatory landscape, ideally from selling into enterprise wealth organizations or RIA aggregators
2+ years selling in wealth management, financial services, or fintech
Achieved 90%+ of quota for at least one full year and able to demonstrate it
Accurate CRM maintenance and reliable forecasting
Experience at a small or growth-stage company with under 100 people
Experience at wealthtech companies serving RIAs and IBDs
Existing relationships with CCOs, CIOs, or advisory leadership at larger firms
MEDDPICC, Challenger, or similar enterprise sales training
Experience selling into custodian ecosystems, including Schwab, Fidelity, or Pershing
Experience with Outreach, Gong, or LinkedIn Sales Navigator
Candidates must be based in the US; Eastern and Pacific time zones preferred

Benefits

Comp & perks

Health, dental, and vision insurance
401(k)
Equity
PTO plus US holidays
Fully remote work within the US