
201 - 500 employees
📣 Marketing
💼 Consulting
🎯 Recruiter
Marketing • Consulting • Recruitment
JeffreyM Consulting is a company that connects the right people to the right projects, focusing on staffing and recruitment solutions. They are a bridge between top talent and top businesses, offering services such as staffing, managed solutions, and consulting to facilitate business growth. JeffreyM Consulting emphasizes a people-first approach, providing flexible and efficient talent solutions while prioritizing the success and well-being of their employees. The company is committed to diversity, equity, and inclusion, and strives to maintain a flexible team that meets the dynamic needs of businesses.
🔥 2 minutes ago
🇺🇸 United States – Remote
💵 $150k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧑💼 Account Executive
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201 - 500 employees
📣 Marketing
💼 Consulting
🎯 Recruiter
Marketing • Consulting • Recruitment
JeffreyM Consulting is a company that connects the right people to the right projects, focusing on staffing and recruitment solutions. They are a bridge between top talent and top businesses, offering services such as staffing, managed solutions, and consulting to facilitate business growth. JeffreyM Consulting emphasizes a people-first approach, providing flexible and efficient talent solutions while prioritizing the success and well-being of their employees. The company is committed to diversity, equity, and inclusion, and strives to maintain a flexible team that meets the dynamic needs of businesses.
• Close $100K–$500K ACV enterprise and strategic accounts, including multi-year and multi-product deals • Manage complex sales cycles involving principals, CCOs, COOs, CIOs, and operations leaders • Build multi-stakeholder consensus and navigate pricing and contract negotiations • Maintain 3x+ pipeline coverage and accurate CRM forecasting • Self-source pipeline through relationships, referrals, events, and industry networks • Coordinate demos, technical proof points, proposals, and Customer Success handoffs • Provide competitive and market intelligence to inform sales strategy • Own qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success
• 3+ years closing enterprise SaaS deals, including $100K+ ACV opportunities • 2+ years of sales experience in wealth management, financial services, or fintech • Strong understanding of RIAs, IBDs, custodians, compliance, and fiduciary concepts • Proven experience selling to multi-stakeholder buying committees • Documented 90%+ quota attainment for at least one full year • Demonstrated self-sourced pipeline and relationship-based selling • Strong CRM and forecasting discipline; HubSpot experience preferred • Experience in a growth-stage company or organization under 100 employees • U.S. time zone availability • Experience with wealthtech organizations such as Orion, Envestnet, InvestCloud, Nitrogen, Addepar, Morningstar, SS&C Black Diamond, Docupace, COMPLY, or ACA Group is a plus • Existing relationships with enterprise RIAs, CCOs, CIOs, principals, or advisory leadership is highly valued • MEDDPICC or Challenger methodology experience is preferred • Visa sponsorship is not available
• Base salary of $150K • OTE of $300K, uncapped • 50/50 variable compensation split • Accelerators
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