Mid-Market Account Executive
$100k - $125kDavid Joseph & Company
Job Description
Job Description
Remote (US) · Full-time Compensation: $100,000–$125,000 + competitive equity
About the CompanyOur 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 RoleA 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
- 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
- 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
- Location — Remote (US-based)
- Work policy — Fully remote
- Compensation — $100,000–$125,000 + competitive equity
- Visa sponsorship — Not available
- Employment type — Full-time
Vacancy posted 18 days ago
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