Enterprise Account Executive
Boost your chances before you apply.
JeffreyM Consulting
US
Summary
The Enterprise Account Executive will manage complex sales cycles for wealthtech solutions, owning the process from discovery through to contract signature. They are responsible for self-sourcing pipeline, building multi-stakeholder consensus, and achieving sales targets within the RIA and IBD sectors.
Job Description
We are seeking an experienced Enterprise Account Executive with a strong background in wealth management, financial services, or fintech sales to drive complex enterprise deals with RIAs and IBDs. This is a closing-focused role, owning qualified opportunities from discovery through negotiation, signature, and handoff to Customer Success.
Responsibilities:
- 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
What We're Looking For:
- 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
Preferred Background:
- 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 also preferred.
Work Environment:
This is a fully remote role for candidates located within the USA.
Salary: Base $150K; OTE $300k, uncapped
Variable Compensation: 50/50 split + accelerators
Employment Type: Full Time
Visa Sponsorship: None available
Founded in 2006, JeffreyM is a trusted staffing supplier solving contingent workforce challenges for small, medium, and fortune 500 companies like Meta, Dropbox, and Microsoft. Driven by a flexible and people-first approach, JeffreyM is the bridge between top talent and top businesses. We’re on a mission to simplify the staffing process and make it easy for companies and talent to connect — because everyone wins when the right people are aligned.
With almost 20 years of experience and 300+ employees, we work with you to
understand your goals and tailor an approach to meet them. JeffreyM has 9+ years of experience working with MSP programs, as well as various VMS systems, and 20 years of experience managing workforce solutions.
Services:
1) Staffing
2) Managed Solutions
3) Consulting
4) Payroll services
Why JeffreyM?
• Free up your resources
• Maintain a flexible team
• Eliminate HR burdens
• Top-notch talent
• Speed of delivery
• Cost reduction
Key Facts:
Best Staffing Firms to Work For SIA 2024
Puget Sound Business Journal Best Places to Work, 2017, 2020, 2022
Puget Sound Business Journal 100 Fastest-Growing Private Companies List
EcoVadis sustainability rating Silver medal in recognition of CSR achievement, 2020-2021
JeffreyM is committed to creating a diverse, inclusive, and safe environment that allows employees and clients to do their best work. By recruiting and retaining a diverse employee base, we can best promote our values of excellence.
• JeffreyM is made up of 60% women staffed in roles at global tech companies like Meta and Microsoft.
• 35% of our employees identify as Black, Hispanic/Latino, Asian, Native American or Multiracial
• 71% of People Leaders and Managers are women
• 67% of Executive Leadership and 100% of directors and account managers are women.
Founded
2006
Company size
201-500 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Seattle, Washington
Founded in 2006, JeffreyM is a trusted staffing supplier solving contingent workforce challenges for small, medium, and fortune 500 companies like Meta, Dropbox, and Microsoft. Driven by a flexible and people-first approach, JeffreyM is the bridge between top talent and top businesses. We’re on a mission to simplify the staffing process and make it easy for companies and talent to connect — because everyone wins when the right people are aligned.
With almost 20 years of experience and 300+ employees, we work with you to
understand your goals and tailor an approach to meet them. JeffreyM has 9+ years of experience working with MSP programs, as well as various VMS systems, and 20 years of experience managing workforce solutions.
Services:
1) Staffing
2) Managed Solutions
3) Consulting
4) Payroll services
Why JeffreyM?
• Free up your resources
• Maintain a flexible team
• Eliminate HR burdens
• Top-notch talent
• Speed of delivery
• Cost reduction
Key Facts:
Best Staffing Firms to Work For SIA 2024
Puget Sound Business Journal Best Places to Work, 2017, 2020, 2022
Puget Sound Business Journal 100 Fastest-Growing Private Companies List
EcoVadis sustainability rating Silver medal in recognition of CSR achievement, 2020-2021
JeffreyM is committed to creating a diverse, inclusive, and safe environment that allows employees and clients to do their best work. By recruiting and retaining a diverse employee base, we can best promote our values of excellence.
• JeffreyM is made up of 60% women staffed in roles at global tech companies like Meta and Microsoft.
• 35% of our employees identify as Black, Hispanic/Latino, Asian, Native American or Multiracial
• 71% of People Leaders and Managers are women
• 67% of Executive Leadership and 100% of directors and account managers are women.
Founded
2006
Company size
201-500 employees
Industry
Staffing and Recruiting
Org type
Privately Held
Headquarters
Seattle, Washington
