Account Executive, Mid Market
We're a fast-growing startup building the first AI-powered estate advisory platform — designed by advisors, planners, and attorneys to modernize how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless digital experience.
We're a distributed team of curious builders who thrive on speed, autonomy, and impact. If you want to shape both an industry and a growing company, we'd love to meet you.
The Role
You'll own the full sales cycle — from prospecting to close — with a focus on private wealth and family offices. You'll work cross-functionally with marketing, customer success, and product to hit revenue targets and grow the business.
What You'll Do
- Identify and develop new opportunities through inbound leads and outbound prospecting
- Manage full-cycle sales strategies for RIAs, independent broker/dealers, and family offices
- Deliver polished presentations and product demos that clearly articulate value
- Maintain accurate pipeline and forecasting in Salesforce
- Collaborate with internal teams on sales enablement materials including decks, case studies, and factsheets
- Travel up to once per month for prospect events and in-person meetings
What You Bring
- 5+ years of experience combining SaaS/software sales with wealth management (advisor, PM, or analyst background)
- Proven quota attainment and territory planning experience
- Strong written and interpersonal communication skills
- Entrepreneurial mindset — comfortable operating with ambiguity and wearing multiple hats
Nice to Have
- Fintech or wealthtech SaaS sales experience
- Startup scaling experience
- Familiarity with estate planning
- Salesforce proficiency
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