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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-cycle sales processes, including outreach, negotiation, and closing, while effectively managing complex, multi-threaded sales cycles. Proficient in utilizing AI tools and Salesforce for pipeline management and deal analysis, with a strong focus on compliance and RegTech solutions.
Highest-signal resume keywords
Full-Cycle Account Executive ExperienceSaaS Sales ExpertiseSalesforce ProficiencyAI Tools FluencyMulti-Threaded Sales Cycle Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Full-Cycle SalesComplex Deal ClosingPipeline GenerationForecasting DisciplineAccount Management
Soft Skills
Sharp CommunicationTrust BuildingNavigating Buying Committees
Tools & Technologies
SalesforceGongOutbound Sequencing PlatformsLinkedIn Sales NavigatorAI Tools
Industry Keywords
Compliance SaaSRegTechFinancial Services SalesInvestment Management SalesMEDDPICC Methodology
About the role
Key responsibilities & impact- Own a defined territory of mid-market to enterprise accounts
- Build pipeline across the full account list using outbound sequencing tools, LinkedIn Sales Navigator, and call intelligence platforms
- Run the full sales cycle from outreach, discovery, demo, negotiation, and close with minimal leadership involvement
- Multi-thread complex, competitive deals across buying committees
- Sell across Red Oak's expanded compliance product portfolio, tailoring the approach to account size and need
- Use AI tools for account research, call preparation, outreach personalization, and deal analysis
- Maintain accurate pipeline and forecast discipline in Salesforce
- Partner with team members on deal strategy and account coverage
- Work toward quarterly net new bookings quota
- Report to the Vice President, New Business Sales
Requirements
What you’ll need- Full-cycle (outbound-to-close) Account Executive experience in SaaS, with a track record of self-sourcing and closing complex deals
- Experience managing multi-threaded, competitive sales cycles, with a history of winning new business in SaaS
- Real competitive-displacement experience
- Proven territory and opportunity management, with a consistent and disciplined approach to forecasting and pipeline generation
- Fluency with Salesforce, call intelligence tools such as Gong, and outbound sequencing platforms
- Comfort working to a structured qualification methodology such as MEDDPICC
- AI fluency in sales workflows, using tools like Claude for prospecting, messaging, and call analysis
- Sharp communication and ability to build trust quickly and navigate buying committees
- Comfortable traveling roughly once a month for prospect and client meetings
- Background selling into financial services or investment management (desirable)
- Compliance or RegTech SaaS experience (desirable)
- East Coast timezone preferred
Benefits
Comp & perks- Equity Appreciation Rights: share in what we're building
- Comprehensive health coverage: medical, dental, and vision
- 401(k) with a 3% company contribution
- 20 days PTO annually
- Birthday off
- Paid sick leave
- Enhanced family leave
- Life insurance
- Remote work arrangement