D
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**
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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**
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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**
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* 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**
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* 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**
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* 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**
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* **Location** — Remote (US\-based)
* **Work policy** — Fully remote
* **Compensation** — $100,000–$125,000 \+ competitive equity
* **Visa sponsorship** — Not available
* **Employment type** — Full\-time
