Account Executive

🕒 May 8

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Mako Financial Technologies

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2018

💳 Fintech

☁️ SaaS

💸 Finance

💰 Seed Round on 2021-08

Fintech • SaaS • Finance

Mako Financial Technologies is a company specializing in digital onboarding, workflow automation, and client engagement for the wealth management industry. Mako automates onboarding and administrative processes to enhance client experiences, streamline operations, and ensure compliance for portfolio managers, fund managers, investment dealers, and financial institutions. They offer customizable solutions that preserve firms' unique processes and branding while reducing manual effort, particularly in document handling and Know Your Customer (KYC) processes. Mako aims to transform traditional wealth management processes by implementing state-of-the-art security, reducing client onboarding time, and minimizing costs and risks.

📋 Description

• Oversee the entire sales cycle - from prospecting and demonstrating the product to negotiating terms and sealing the deal • Collaborate with our Lead Generation team to receive curated list of wealth firms earmarked as potential prospects • Identify other prospective firms • Use traditional outreach methods (calls/emails) and creative approaches (social media) to secure meetings • Deliver tailored product demos mapping capabilities to customer challenges • Work with Sales Engineer to draft detailed proposals • Handle objections and negotiate terms to drive deals to completion • Collaborate with internal stakeholders to support client requirements • Consistently hit or exceed quota • Attend industry and networking events to increase Mako’s visibility in the marketplace • Accurately forecast pipeline and maintain CRM hygiene

🎯 Requirements

• 2-5+ years of SaaS closing experience • Proven success as a hunter with measurable results • Strong knowledge of wealth and finance • Experience selling to mid-market businesses • Experience of closing 6-9 deals per quarter with a sales cycle of 3-6 months • Bachelor's degree in computer science, math, physics, engineering, or finance from a major Canadian university • You have enthusiasm and great communication skills • Comfort selling technical products • Data-driven mentality • Preferred: strong Rolodex in wealth management

🏖️ Benefits

• Top-tier compensation, including a generous commission plan and equity • Gold-plated benefits • High-end Mac or PC laptop • $1000 budget to outfit your home office • Unlimited vacation policy