Strategic Account Executive

🔥 12 minutes ago

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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

• Own the full sales cycle for strategic net-new logo opportunities from qualification through close • Manage renewals and expansion across named strategic accounts • Manage, retain, renew, and expand a named list of large wealth management enterprise target accounts • Conduct in-person executive meetings, onsite discovery sessions, and conference travel • Build multi-threaded relationships across executive, operational, technology, and procurement stakeholders • Lead complex discovery, product validation, business case development, proposal execution, and negotiation • Drive whitespace expansion through upsell, cross-sell, and executive-level account development • Partner with Solutions Consultants, SDRs, Customer Success, Delivery, Legal, and Product to move large deals forward • Maintain account planning, executive mapping, and Salesforce forecast discipline • Represent the company at events, conferences, and strategic customer meetings • Deliver annual new-logo, renewal, and expansion ARR attainment • Build pipeline coverage, win enterprise opportunities, maintain forecast accuracy, and progress strategic account penetration

🎯 Requirements

• 7+ years of B2B SaaS enterprise sales experience with a track record of overachievement • Proven success selling into large financial services, wealth management, or similarly complex enterprise environments • Executive presence and ability to engage senior leaders with confidence and credibility • Strong strategic thinking and ability to build account plans that open new white space • Multi-stakeholder selling, renewal management, negotiation, and deal orchestration skills • Comfort working long sales cycles with many moving parts and high visibility • Strong command of structured sales methodology and forecasting discipline • Candidates must reside in the Central (CT) or Eastern (ET) time zones at the time of application • Willingness to travel approximately 35% of the time • Preferred: experience selling wealthtech, fintech, regtech, or enterprise SaaS solutions • Preferred: experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms • Preferred: familiarity with MEDDPIC, Challenger, or another structured enterprise sales methodology • Preferred: existing network in wealth management or financial services technology • Preferred: demonstrated success winning competitive displacements

🏖️ Benefits

• $150,000–$185,000 base salary plus commission • Fully remote position • Equal employment opportunity and discrimination-free work environment • Reasonable accommodations for applicants and employees who require them