
501 - 1000 employees
đź’Ľ Consulting
🏥 Healthcare
📚 Education
Consulting • Healthcare • Education
Red Oak ISD is a leading provider of intelligent compliance software, specializing in AI-powered solutions tailored for the financial services industry. The company offers a comprehensive suite of compliance tools that facilitate advertising review, registration management, and social media compliance, enabling firms to efficiently manage their regulatory obligations. Red Oak ISD is dedicated to delivering top-notch consulting services and exceptional customer support, ensuring that over 2,300 financial firms can navigate compliance challenges with confidence and ease.
🔥 15 hours ago
🇺🇸 United States – Remote
⏰ Full Time
đźź Senior
🧑‍💼 Account Executive
đź‘» Ghost score 12%
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501 - 1000 employees
đź’Ľ Consulting
🏥 Healthcare
📚 Education
Consulting • Healthcare • Education
Red Oak ISD is a leading provider of intelligent compliance software, specializing in AI-powered solutions tailored for the financial services industry. The company offers a comprehensive suite of compliance tools that facilitate advertising review, registration management, and social media compliance, enabling firms to efficiently manage their regulatory obligations. Red Oak ISD is dedicated to delivering top-notch consulting services and exceptional customer support, ensuring that over 2,300 financial firms can navigate compliance challenges with confidence and ease.
• Own a defined territory of mid-market to enterprise accounts • Build pipeline across the full account list using outbound sequencing tools, LinkedIn Sales Navigator, and call intelligence platforms • Run the full sales cycle from outreach, discovery, demo, negotiation, and close with minimal leadership involvement • Multi-thread complex, competitive deals across buying committees • Sell across Red Oak's expanded compliance product portfolio, tailoring the approach to account size and need • Use AI tools for account research, call preparation, outreach personalization, and deal analysis • Maintain accurate pipeline and forecast discipline in Salesforce • Partner with team members on deal strategy and account coverage • Work toward quarterly net new bookings quota • Report to the Vice President, New Business Sales
• Full-cycle (outbound-to-close) Account Executive experience in SaaS, with a track record of self-sourcing and closing complex deals • Experience managing multi-threaded, competitive sales cycles, with a history of winning new business in SaaS • Real competitive-displacement experience • Proven territory and opportunity management, with a consistent and disciplined approach to forecasting and pipeline generation • Fluency with Salesforce, call intelligence tools such as Gong, and outbound sequencing platforms • Comfort working to a structured qualification methodology such as MEDDPICC • AI fluency in sales workflows, using tools like Claude for prospecting, messaging, and call analysis • Sharp communication and ability to build trust quickly and navigate buying committees • Comfortable traveling roughly once a month for prospect and client meetings • Background selling into financial services or investment management (desirable) • Compliance or RegTech SaaS experience (desirable) • East Coast timezone preferred
• Equity Appreciation Rights: share in what we're building • Comprehensive health coverage: medical, dental, and vision • 401(k) with a 3% company contribution • 20 days PTO annually • Birthday off • Paid sick leave • Enhanced family leave • Life insurance • Remote work arrangement
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