Note: The job is a remote job and is open to candidates in USA. StratiFi is a decision-intelligence software company focused on wealth management. The SMB Account Executive will own the full sales cycle for smaller RIA and wealth-management firms, conducting consultative discovery and managing a high-volume pipeline of deals.
Responsibilities
- Full-cycle ownership of SMB opportunities, from qualified lead through signed contract, for firms with 10–49 advisors
- Consultative discovery that surfaces each firm's real compliance and growth pressure points
- Managing a high-volume, accurately forecasted pipeline of 15–25+ active deals in HubSpot
- Building pricing proposals tailored to each firm, with proactive upsell into multi-product deals
- A clean handoff to Customer Success on every closed deal
Skills
- 2+ yrs wealth management/fintech sales
- 1+ yr full-cycle SMB SaaS closing
- 90%+ quota attainment (documented)
- HubSpot / CRM proficiency
- U.S. timezone availability
- Existing relationships with CCOs, COOs, principals, or operations leads at SMB RIAs
- Experience with modern sales tooling (Outreach, Gong, LinkedIn Sales Navigator, Apollo)
- Formal sales methodology training (MEDDPICC, Challenger, Sandler, or similar)
- Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
Benefits
- Uncapped commission
- Unlimited PTO
- Health benefits
Company Overview