Account Executive, Small Business

🔥 2 hours ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Docupace

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace on 2020-04

SaaS • Fintech • B2B

Docupace is a technology company built for the wealth management industry. The company offers a comprehensive, customizable SaaS platform to digitize wealth management back-office operations and eliminate paperwork (founded/core mission referenced since 2002). The Docupace Platform provides document management, new account opening, compliance tools (ComplianceEdge, TRACKR), advisor transitions, compensation management, integrations with numerous wealthtech tools, and developer APIs; it also acquired jaccomo (jPass) in 2021 to add compliance, data integration, financial reporting, and advisor compensation accounting capabilities. The platform targets financial services firms and back-office teams, focusing on workflow automation, digital processing, security, and regulatory compliance.

📋 Description

• New Logo Acquisition: Execute disciplined outbound prospecting, conduct discovery conversations, schedule meetings and lead product demonstrations • Commercial Account Management: Own the commercial relationship for an assigned book of accounts, drive net expansion revenue, manage at-risk renewals • Pipeline Management & Reporting: Maintain accurate pipeline management, achieve monthly and quarterly targets, deliver accurate forecasts

🎯 Requirements

• 3–6 years of B2B SaaS sales experience • Demonstrated track record of achieving or exceeding both pipeline generation and net revenue retention targets • Strong consultative discovery skills • Experience managing the full commercial lifecycle • Proficiency with Salesforce CRM and sales engagement platforms • Strong organizational skills • Self-starter with a competitive orientation

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development