Senior Account Executive, Financial Services

Ncontracts

. Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations .

Posted 10/9/2026full-timeNashville • Tennessee • United StatesSenior💰 $120,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in SaaS sales, particularly within the Wealth, Trust, and RIA sectors, with a strong focus on compliance and risk management solutions. Proven ability to engage C-suite stakeholders and manage complex sales cycles while achieving significant annual revenue targets.

Highest-signal resume keywords

10+ Years Of SaaS Sales ExperienceWealth, Trust, And RIA Sector ExpertiseNew Logo Acquisition SuccessStrong Discovery And Storytelling SkillsSalesforce Pipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SaaS SalesCompliance SolutionsRisk Management SolutionsWorkflow Automation PlatformsOutbound ProspectingMulti-Threaded SalesComplex Sales CyclesAccount Strategy DevelopmentForecasting DisciplineContract Execution

Soft Skills

Consultative SellingCollaborationCommunication

Tools & Technologies

Salesforce

Industry Keywords

Risk ManagementComplianceVendor OversightCybersecurityARR TargetsU.S. Territory Management

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations
Identify, develop, and close new business through outbound prospecting, referrals, and partnerships
Build and maintain a qualified opportunity pipeline with strong forecasting discipline
Conduct onsite discovery meetings with senior leaders regarding regulatory, operational, and efficiency challenges
Prospect and meet with strategic opportunities and clients onsite in the territory
Collaborate with Marketing, SDRs, Product, and Partnerships on messaging and execution
Articulate ROI and business value through consultative, outcomes-based selling
Use Salesforce for pipeline management, forecasting, and deal progression
Meet or exceed quarterly and annual ARR targets
Develop and execute territory and account strategies
Independently manage opportunities from initial engagement through contract execution and onboarding
Engage VP- and C-suite stakeholders in complex sales cycles

Requirements

What you’ll need

10+ years of SaaS sales experience
At least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred
Strong understanding of how Wealth, Trust and RIA firms manage compliance, cybersecurity, and vendor oversight
Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR
Proven ability to self-source at least half of pipeline through outbound prospecting
Experience selling compliance, risk, or workflow automation platforms is a plus
Skilled in multi-threaded sales and navigating long, complex buying cycles
Strong discovery and storytelling skills connecting technology capabilities to business outcomes
Bachelor’s degree or equivalent professional experience
Ability to work in a defined U.S. territory
Legal authorization to work in the United States
Willingness to submit to a detailed background check if offered employment

Benefits

Comp & perks

Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
11 paid holidays
Community and social events
Mental Health Benefits
Medical, Dental and Vision insurance
Company-paid Group Life Insurance
Company-paid Short- and Long-Term Disability
Flexible Spending Account
Health Savings Account
Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
Pet Insurance
401(k) with company match with eligibility on Day 1 of employment
2 Paid Volunteer Time Off Days
Fun, fast-paced work environment