
11 - 50 employees
Founded 2020
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
Gridline is a turnkey alternatives management platform that centralizes the private markets investment lifecycle for financial advisors, multi-family offices, and fund managers. The platform enables users to evaluate opportunities, build custom funds and SPVs, manage subscriptions and ongoing administration, and automate reporting, compliance, treasury, and portfolio analytics—leveraging AI for operational efficiency. Gridline positions itself as a B2B SaaS solution for private markets and recently raised an $18. 5M Series A.
🔥 6 minutes ago
🇺🇸 United States – Remote
💵 $125k - $150k / year
⏰ Full Time
🟠 Senior
🧑💼 Account Executive
👻 Ghost score 0%
Where this job comes from
Posted on Gridline's careers page, not through a job board
First seen by Remote Rocketship 6 minutes ago

11 - 50 employees
Founded 2020
💳 Fintech
☁️ SaaS
🤝 B2B
Fintech • SaaS • B2B
Gridline is a turnkey alternatives management platform that centralizes the private markets investment lifecycle for financial advisors, multi-family offices, and fund managers. The platform enables users to evaluate opportunities, build custom funds and SPVs, manage subscriptions and ongoing administration, and automate reporting, compliance, treasury, and portfolio analytics—leveraging AI for operational efficiency. Gridline positions itself as a B2B SaaS solution for private markets and recently raised an $18. 5M Series A.
• Own and scale revenue growth within the Registered Investment Advisor (RIA) channel • Execute Gridline’s go-to-market motion • Own net-new and expansion revenue for the assigned territory • Maintain accountability for pipeline health, bookings, and won deals • Generate and advance pipeline through outbound prospecting, inbound opportunities, and referral networks • Manage deals from discovery through contract execution • Engage multiple C-suite stakeholders and decision-makers • Drive multi-product adoption across the Gridline platform • Maintain rigorous CRM discipline • Partner with Marketing and Product teams to refine messaging and support demand generation • Represent Gridline at industry events and client meetings • Translate complex fintech concepts into clear value propositions for RIAs and their clients • Report directly to the Chief Growth Officer (CGO)
• At least 5 years of complex enterprise sales experience • Ideally experience selling fintech and/or wealthtech SaaS products to RIAs, family offices, or similar organizations • Ability to travel 15–20% within the assigned territory for client meetings and industry conferences • Ideally a bachelor's degree or equivalent in a related field such as finance or economics • 100% remote within the assigned territory • Strong preference for a major regional financial market • Ability to navigate complex stakeholder groups including CEOs, CCOs, CIOs, COOs, and Principals • Experience with quota-carrying sales and complex deal cycles
• Competitive salary • Equity • Flexible PTO • Medical coverage • Dental coverage • Vision coverage • Uncapped commission upside • 100% remote flexibility • High-autonomy environment • Opportunity to join a Series A fintech at a high-growth inflection point • Opportunity to help revolutionize the private markets space and build its infrastructure layer • Collaboration with experienced operators and builders • Opportunity to take ownership and solve complex problems
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