Enterprise Account Executive

🕒 4 days ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $100k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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YCharts

WebsiteLinkedInAll Job Openings

51 - 200 employees

💰 $6M Series C on 2015-05

YCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.

📋 Description

• Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship. • Collaborate with an Enterprise SDR to run coordinated outbound campaigns. • Proactively travel to deepen relationships, attend industry events, and get in the room with stakeholders. • Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales. • Drive the full enterprise sales cycle: Build and execute a multi-threaded engagement strategy across roles (users, influencers, decision makers, executives). • Secure executive-level engagement and navigate complex org structures. • Tailor messaging and demos to diverse personas—CIOs, advisors, operations leaders, etc. • Lead deals across internal buying committees including IT, compliance, and legal. • Craft and deliver custom ROI-based proposals aligned with strategic priorities. • Manage longer, multi-stage sales cycles involving pilots, proof-of-concept phases, and procurement steps. • Anticipate and address common enterprise objections (integration, cost, procurement).

🎯 Requirements

• 3–5+ years of demonstrated success in enterprise SaaS or fintech sales; experience in WealthTech or financial services strongly preferred • Proven track record as a self-starter who generates pipeline through outbound prospecting • Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers • Proven ability to build strong relationships with exceptional executive presence; able to confidently engage across all levels of an organization • Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals • Highly curious, energetic, and collaborative—driven by results and motivated by team success • Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus.

🏖️ Benefits

• 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • Flexible time off, vacation days, sick days, and a celebration day. • Paid parental leave to support work-life balance. • Professional development stipend to help you grow in your career. • Hybrid work schedule with flexibility to work both in-office and remotely. • Summer hours so you can enjoy more sunshine. • A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices are stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.