SME & Enterprise Account Executive

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 25%

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iDelsoft

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

iDelsoft is a technology partner based in Tampa, specializing in software development and building dedicated teams for high-growth companies. They offer a range of services including custom application development and talent search, ensuring high-quality solutions that save businesses from costly disruptions. With a focus on startups and enterprises, iDelsoft aims to provide scalable and reliable technology solutions tailored to specific business objectives.

📋 Description

• Own the sales cycle from qualified opportunity to signed contract with SME and enterprise RIA and wealth management firms • Close deals typically between $100K and $500K+ ACV • Build trust with executive decision-makers and bring buying committees to a decision • Create tailored pricing proposals and structure multi-year deals, phased rollouts, and firm-wide deployments with the Head of Sales • Maintain account plans for key prospects and a clean, forecast-accurate pipeline in HubSpot • Work with a Solutions Consultant on demos and technical questions • Hand closed deals to Customer Success with full context • Build an industry network through events, conferences, and client referrals • Work closely with the Head of Sales

🎯 Requirements

• 3+ years closing complex, multi-stakeholder deals in the $100K to $500K+ ACV range • Knowledge of the RIA/IBD regulatory landscape, ideally from selling into enterprise wealth organizations or RIA aggregators • 2+ years selling in wealth management, financial services, or fintech • Achieved 90%+ of quota for at least one full year and able to demonstrate it • Accurate CRM maintenance and reliable forecasting • Experience at a small or growth-stage company with under 100 people • Experience at wealthtech companies serving RIAs and IBDs • Existing relationships with CCOs, CIOs, or advisory leadership at larger firms • MEDDPICC, Challenger, or similar enterprise sales training • Experience selling into custodian ecosystems, including Schwab, Fidelity, or Pershing • Experience with Outreach, Gong, or LinkedIn Sales Navigator • Candidates must be based in the US; Eastern and Pacific time zones preferred

🏖️ Benefits

• Health, dental, and vision insurance • 401(k) • Equity • PTO plus US holidays • Fully remote work within the US

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