- Own qualified opportunities through signed contract, leading relationship strategy, stakeholder alignment, proposals, pricing, negotiation, and close.
- Lead consultative, multi-stakeholder sales cycles with firm principals, compliance leaders, operations executives, and other decision-makers; build consensus and a clear business case.
- Develop strategic account plans for major prospects, map buying committees and competitive dynamics, and maintain momentum over longer sales cycles.
- Own deal strategy, proposals, pricing discussions, negotiation, and close; structure multi-year agreements, phased rollouts, or enterprise-wide deployments with the Head of Sales as needed.
- Build lasting executive relationships, re-engage stalled opportunities, and cultivate referrals and relevant industry connections.
- Maintain accurate HubSpot stages, notes, next steps, and close dates; update the pipeline weekly, forecast reliably, and raise deal risks early.
- Partner with the Solutions Consultant for product demos and technical proof; lead business-level discussions of AdvisorIQ and ComplianceIQ value, ROI, and fit.
- Coordinate deal-specific materials with sales enablement; hand off every signed customer to Customer Success with stakeholders, requirements, commitments, and onboarding context.
Mid - Senior Level Account Executive
Mexico
5 years in a quota-carrying B2B SaaS Account Executive closing role, Documented quota attainment of at least 90% for one full year, Ability to build and defend an executive-level business case, Ability to generate opportunities through professional relationships, Disciplined CRM pipeline management and forecasting, Native or near-native spoken and written English, Experience at a small or growth-stage company, Experience with U.S. wealth management, RIAs, broker-dealers, financial services, or wealthtech, Relationships with wealth-management executives
Job Duties:
Skill Requirements:
Nice to have knowledge in 5 years in a quota-carrying B2B SaaS Account Executive closing role
Nice to have knowledge in Documented quota attainment of at least 90% for one full year
Nice to have knowledge in Ability to build and defend an executive-level business case
Nice to have knowledge in Ability to generate opportunities through professional relationships
Nice to have knowledge in Disciplined CRM pipeline management and forecasting
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 Experience with U.S. wealth management, RIAs, broker-dealers, financial services, or wealthtech
Nice to have knowledge in Relationships with wealth-management executives