Account Executive, Small Business

Description: Docupace is seeking an **Account Executive\- Small Business** for a remote role! We are looking for a driven sales professional who thrives on prospecting, relationship\-building, and creating new business opportunities in the SaaS and fintech sectors. **Summary of Position:** The Account Executive, Small Business is a full\-cycle commercial owner responsible for acquiring net\-new clients and managing the ongoing commercial health of an assigned down\-market and small enterprise book of business. This role sits at the intersection of the traditional Account Executive (new logo acquisition) and Account Manager (renewals, expansion, and retention) functions, making it a uniquely high\-impact position within Docupace’s growing revenue team. You will prospect and close new business across RIAs, independent broker\-dealers, and small enterprise wealth management firms, with a primary focus on the PreciseFP solution and the broader Docupace platform. Once a client is won, you own the commercial relationship, managing renewals, identifying expansion opportunities, and ensuring strong net revenue retention within your book. This is an inside sales role with targeted travel for key client engagements and industry events. Ideal candidates bring B2B SaaS sales experience in FinTech or Wealth Management, a consultative selling approach, and the organizational discipline to balance active prospecting with commercial account management across a growing portfolio. Requirements: **WHAT YOU WILL DO:** **New Logo Acquisition** * Execute disciplined outbound prospecting across a defined target account list using phone, email, LinkedIn, and personalized outreach strategies * Conduct discovery conversations and qualification meetings to assess business needs, operational challenges, and solution fit * Schedule and lead introductory meetings, product demonstrations, and proof\-of\-concept engagements with key stakeholders and decision\-makers * Manage the full sales cycle for net\-new opportunities from SQL through executed contract, including proposal development and negotiation * Partner with Marketing to refine outbound messaging, campaigns, and target account prioritization strategies * Collaborate with Solutions Consultants and Sales leadership to progress complex opportunities and support contract negotiations **Commercial Account Management** * Own the commercial relationship for an assigned book of down\-market and small enterprise accounts, managing renewals 90–120 days in advance of expiry * Drive net expansion revenue through cross\-sell (PreciseFP, integrations, add\-on modules) and upsell motions within the existing client base * Partner with Customer Success to identify expansion signals, adoption milestones, usage growth, unmet use cases, and convert them to qualified commercial opportunities * Manage at\-risk renewals through structured save motions in collaboration with CS, Product, and leadership * Participate in executive