Account Executive, Financial Services

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $110k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Ncontracts

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2009

☁️ SaaS

📋 Compliance

🏦 Banking

💰 Private Equity Round - Ncontracts on 2015-05

SaaS • Compliance • Banking

Ncontracts is a provider of integrated risk and compliance management software and services focused on financial institutions. Their SaaS platform offers enterprise risk management, compliance management (including AI-powered regulatory research and complaint categorization), vendor/third‑party risk management, audit and findings management, business continuity, cybersecurity assessments, and lending compliance (CRA, HMDA, 1071). Ncontracts serves banks, credit unions, mortgage lenders, fintechs and wealth managers, combining attorney-created knowledge bases, AI tools, and implementation/support services to help institutions manage regulatory obligations and third‑party risk.

📋 Description

• Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations • Identify, develop, and close new business through outbound prospecting, referrals, and partnerships • Build and maintain a healthy pipeline of qualified opportunities • Apply strong forecasting discipline • Conduct discovery meetings with senior leaders to understand regulatory, operational, and efficiency challenges • Collaborate with Marketing, SDRs, Product, and Partnerships on messaging and execution • Articulate ROI and business value in a consultative, outcomes-based way • Use Salesforce for pipeline management, forecasting, and deal progression visibility • Meet or exceed quarterly and annual ARR targets

🎯 Requirements

• 5+ years of SaaS sales experience • At least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred • Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR • Proven ability to self-source at least half of pipeline through outbound prospecting • Experience selling compliance, risk, or workflow automation platforms is a plus • Skilled in multi-threaded sales and navigating long, complex buying cycles • Strong discovery and storytelling skills, connecting technology capabilities to business outcomes • Team-oriented, coachable, and disciplined in following process and structure • Bachelor’s degree or equivalent professional experience • Understanding of how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight • Comfortable engaging C-level and senior decision-makers • Confident presenting to executive audiences and tailoring messages for technical and non-technical stakeholders • Resilient, positive, proactive, and accountable • High integrity and genuine curiosity about helping clients solve problems • Legally authorized to work in the United States • Must answer whether employment visa sponsorship is required • Must be 18 years of age or older • Willingness to submit to a detailed background check if offered employment

🏖️ Benefits

• Responsible PTO Plan that meets or exceeds state and local medical and family leave laws • 11 paid holidays • Community and social events • Mental Health Benefits • Medical, Dental and Vision insurance • Company-paid Group Life Insurance • Company-paid Short- and Long-Term Disability • Flexible Spending Account (FSA) • Health Savings Account (HSA) • Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice • Pet Insurance • 401(k) with company match, with eligibility on Day 1 of employment • 2 Paid Volunteer Time Off Days • Fun, fast-paced work environment