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Mid-Market Account Executive

David Joseph & Company

84d ago

0$100k - $125kSalesSan Francisco, CA, USjobspy_indeed
remoteindeed

Job Description

**Remote (US) · Full\-time****Compensation:** $100,000–$125,000 \+ competitive equity **About the Company** --------------------- Our client is a Series A fintech building decision\-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so advisors can run smarter practices without the manual work. It has real product\-market fit — roughly $3M ARR with a clear path to $10M — in a $100B\+ addressable market of independent RIAs and wealth\-management firms across the US. Founded 2017 · 11–50 people (Series A) · Industry: FinTech **The Role** ------------ A full\-cycle, closing\-focused individual\-contributor seat converting qualified opportunities into closed\-won revenue with mid\-market RIA and wealth\-management firms in the $25K–$100K ACV range, on roughly 60–90 day cycles. Leads come from marketing, a target\-account development rep, and the Head of Sales; the AE owns the deal end to end. **Tools:** HubSpot CRM (or comparable). **Requirements** ---------------- * Full\-cycle closing experience in the mid\-market ($25K–$100K ACV) * Fluency in the wealth\-management / RIA domain * Disciplined pipeline management and reliable forecasting (HubSpot or comparable) * A consultative discovery approach * US\-based, effective working remotely, with strong written and async communication **Nice to Haves** ----------------- * Consistent, predictable quota attainment month over month rather than occasional large wins * Speaks the language of wealth management — AUM, custodians, fiduciary, compliance, ADV, RIA structures — naturally rather than from a memorized glossary * Keeps CRM hygiene immaculate without being asked and forecasts reliably * Reads ambiguous prospect signals well, distinguishes not\-now from not\-ever, and keeps deals moving with incomplete information * Comfortably runs a high volume of concurrent deals with fast proposal and follow\-up turnaround **Why Join** ------------ * Uncapped commission — larger ACVs mean larger checks * Shape the playbook on a small, low\-bureaucracy team, with direct access to the Head of Sales and CEO * Sell in the sweet spot — mid\-market RIAs that don't yet have a comparable solution, won in 60–90 days * Strong PMF and a clear trajectory: \~$3M ARR with a defined path to $10M in a $100B\+ market * Fully remote, unlimited PTO, and health benefits **Details** ----------- * **Location** — Remote (US\-based) * **Work policy** — Fully remote * **Compensation** — $100,000–$125,000 \+ competitive equity * **Visa sponsorship** — Not available * **Employment type** — Full\-time