Mid-Market Account Executive

🕒 October 19

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Conquest Planning Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

💳 Fintech

💰 Series A on 2023-02

B2B • Fintech

Conquest Planning Inc. is a leading financial planning software company headquartered in Canada, with additional offices in the UK and USA. The company is committed to a purpose-driven approach to delivering financial advice, ensuring that every individual has access to great financial advice. Their intuitively designed product features a simple onboarding process and utilizes data-driven artificial intelligence to create beautifully designed, hyper-personalized financial plans. Founded in 2018 by seasoned financial technology veterans, Conquest Planning aims to accelerate the delivery of financial services through its innovative software solutions.

📋 Description

• Own and exceed an annual ARR quota for mid-market accounts with $50K–$250K deal sizes • Build and manage a robust pipeline through outbound prospecting, partner referrals and inbound leads • Accurately forecast revenue using MEDDPICC or a similar qualification framework • Lead multi-threaded sales cycles with multiple stakeholders • Build relationships with firm owners, principals and senior leaders to drive consensus and close • Develop and execute account plans for priority target accounts • Negotiate and close agreements using standard terms and pricing • Partner with the Commercial Business Lead and solutions and legal teams on pricing and contract questions • Report to the Commercial Business Lead

🎯 Requirements

• Degree in business, technology or a related discipline • 3–7 years of B2B SaaS sales experience, including time in a closing role • Proven record of meeting or exceeding quota and building customer champions • Confidence engaging senior decision-makers • Demonstrable experience developing client-focused, differentiated and achievable solutions • Experience selling to financial services or regulated markets preferred • Network in the financial services industry a plus • Licensing related to the financial industry is a plus • Coachable, curious and eager to grow • Ability to work in a fast-paced, dynamic environment • Candidate must live in the United States

🏖️ Benefits

• Hands-on coaching and a clear path to grow your career • Competitive compensation and generous benefits • Inclusive culture • Opportunity to join a fast-growing company as it expands across the globe

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