Enterprise Account Executive

JeffreyM Consulting

. Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals .

Posted 9/18/2026full-timeRemote • United StatesMid-LevelSenior💰 $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in closing enterprise SaaS deals with a focus on relationship-based selling and navigating complex sales cycles. Proven ability to maintain pipeline coverage, accurate forecasting, and deliver competitive market intelligence to drive sales strategy.

Highest-signal resume keywords

Enterprise SaaS SalesRelationship-Based SellingCRM ForecastingWealth Management ExperienceMEDDPICC Methodology

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Closing $100K+ ACV DealsSales Cycle ManagementPipeline DevelopmentContract NegotiationQuota Attainment

Soft Skills

Consensus BuildingNegotiation SkillsCommunication Skills

Tools & Technologies

HubSpotCRM Systems

Industry Keywords

Wealth ManagementFinancial ServicesFintechRIAsIBDsComplianceFiduciary ConceptsWealthtech

About the role

Key responsibilities & impact

Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals
Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders
Build multi-stakeholder consensus and navigate pricing and contract negotiations
Maintain 3x+ pipeline coverage and accurate CRM forecasting
Self-source pipeline through relationships, referrals, events, and industry networks
Coordinate demos, technical proof points, proposals, and Customer Success handoffs
Provide competitive and market intelligence to inform sales strategy
Own qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success

Requirements

What you’ll need

3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities
2+ years of sales experience in wealth management, financial services, or fintech
Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts
Proven experience selling to multi-stakeholder buying committees
Documented 90%+ quota attainment for at least one full year
Demonstrated self-sourced pipeline and relationship-based selling
Strong CRM and forecasting discipline; HubSpot experience preferred
Experience in a growth-stage company or organization under 100 employees
U.S. time zone availability
Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus
Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued
MEDDPICC or Challenger methodology experience is preferred
Visa sponsorship is not available

Benefits

Comp & perks

Base salary of $150K
OTE of $300K, uncapped
50/50 variable compensation split
Accelerators