- Turn qualified opportunities with small U.S. registered investment adviser (RIA) and wealth-management firms into new customers.
- Own the sales cycle from qualified meeting to signed contract, including discovery, standard product demos, pricing, objections, and close.
- Manage a high volume of concurrent SMB opportunities from qualified meeting through signed contract; drive fast, consistent conversion against an ARR quota.
- Run concise, consultative discovery with firm principals and other decision-makers; identify workflow, compliance, and growth needs and connect them to StratiFi's value.
- Lead standard product demos independently, explain AdvisorIQ and ComplianceIQ in business terms, and involve a Solutions Consultant when deeper technical proof is needed.
- Create timely, accurate quotes and proposals using standard packaging and pricing; escalate nonstandard pricing to the Head of Sales.
- Handle common objections, agree on clear next steps, follow up promptly, re-engage stalled deals, and ask for the business when the value is clear.
- Keep HubSpot deal stages, notes, next steps, and close dates current; forecast accurately, flag risks early, and monitor deal velocity and conversion.
- Hand off every closed deal to Customer Success with firm context, stakeholders, commitments, technical needs, and onboarding expectations; share customer feedback with the sales team.
Account Executive
Mexico
3 years as a full-cycle SMB Account Executive closing B2B SaaS deals, Documented quota attainment of at least 90% for one full year, Strong consultative discovery skills, Demo skills, Objection-handling skills, Proposal skills, Negotiation skills, Closing skills, Disciplined CRM management, Reliable forecasting using HubSpot or a comparable CRM, Native or near-native spoken and written English, Experience at a small or growth-stage company, Ability to work through ambiguity, Help refine a repeatable sales playbook, Exposure to U.S. wealth management, HubSpot fluency, Familiarity with Outreach, Gong, LinkedIn Sales Navigator, Apollo, Experience in an SMB or inside-sales motion, Record of generating referrals or customer stories
Job Duties:
Skill Requirements:
Nice to have knowledge in 3 years as a full-cycle SMB Account Executive closing B2B SaaS deals
Nice to have knowledge in Documented quota attainment of at least 90% for one full year
Nice to have knowledge in Strong consultative discovery skills
Nice to have knowledge in Demo skills
Nice to have knowledge in Objection-handling skills
Nice to have knowledge in Proposal skills
Nice to have knowledge in Negotiation skills
Nice to have knowledge in Closing skills
Nice to have knowledge in Disciplined CRM management
Nice to have knowledge in Reliable forecasting using HubSpot or a comparable CRM
Nice to have knowledge in Native or near-native spoken and written English
Nice to have knowledge in Experience at a small or growth-stage company
Nice to have knowledge in Ability to work through ambiguity
Nice to have knowledge in Help refine a repeatable sales playbook
Nice to have knowledge in Exposure to U.S. wealth management
Nice to have knowledge in HubSpot fluency
Nice to have knowledge in Familiarity with Outreach, Gong, LinkedIn Sales Navigator, Apollo
Nice to have knowledge in Experience in an SMB or inside-sales motion
Nice to have knowledge in Record of generating referrals or customer stories