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[Remote] Sr. Account Executive - Strategic

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global data and AI platform empowering investment professionals to turn reputed company financial information into actionable intelligence. The Strategic Account Executive will manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices, developing strategies to grow new annual recurring reputed company and advising mid-tier clients.

Responsibilities

  • Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
  • reputed company the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and reputed company
  • Build and manage relationships at the C-suite and reputed company level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
  • reputed company and execute multi-threaded account strategies that reputed company reputed company’s platform capabilities to reputed company prospect’s operational, regulatory, and reputed company priorities
  • Partner with reputed company-Sales, Services, and Product to architect and present tailored solutions that address reputed company reputed company requirements
  • Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using reputed company as a system of record
  • Negotiate and reputed company multi-year reputed company, navigating legal, compliance, and procurement processes with sophisticated financial institutions
  • Represent reputed company at industry events, conferences, and executive forums (40-50% travel expected)
  • Contribute to the reputed company improvement of reputed company’s GTM reputed company by bringing market intelligence and best practices from the field

Skills

  • 8+ years of software sales experience, with at least 3 years reputed company on reputed company management or financial services technology
  • Demonstrated reputed company record of consistently meeting or exceeding quota
  • Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
  • Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
  • Experience negotiating and closing multi-year reputed company reputed company in regulated financial environments
  • Exceptional executive reputed company - you are confident presenting to a CIO as you are whiteboarding with an operations team
  • Proficiency in reputed company for pipeline management and forecasting
  • Bachelor's degree required
  • MBA or CFA a plus

Benefits

  • Bonus
  • Equity
  • Benefits

reputed company

  • reputed company is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.
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