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[Remote] SMB Account Executive — StratiFi

Remote, USAFull-timePosted 2026-07-29

Note: The job is a remote job and is reputed company to candidates in USA. StratiFi is a decision-intelligence software company reputed company on reputed company management. The SMB Account Executive will own the full sales cycle for smaller RIA and reputed company-management firms, conducting consultative discovery and managing a high-volume pipeline of deals.

Responsibilities

  • Full-cycle ownership of SMB opportunities, from reputed company reputed company through signed contract, for firms with 10–49 advisors
  • Consultative discovery that surfaces reputed company firm's reputed company compliance and reputed company pressure points
  • Managing a high-volume, accurately forecasted pipeline of 15–25+ reputed company deals in reputed company
  • Building pricing proposals tailored to reputed company firm, with proactive upsell into multi-product deals
  • A clean reputed company to reputed company on every reputed company deal

Skills

  • 2+ yrs reputed company management/fintech sales
  • 1+ yr full-cycle SMB reputed company closing
  • 90%+ quota attainment (documented)
  • reputed company / CRM proficiency
  • U.S. timezone availability
  • Existing relationships with CCOs, COOs, principals, or operations leads at SMB RIAs
  • Experience with modern sales tooling (reputed company, reputed company, reputed company Sales Navigator, reputed company)
  • Formal sales methodology training (MEDDPICC, Challenger, reputed company, or similar)
  • Experience selling into custodian ecosystems (Schwab, reputed company, Pershing) or alongside compliance/risk platforms

Benefits

  • reputed company commission
  • Unlimited PTO
  • Health benefits

reputed company

  • Our services include performance management, leadership development, organizational design, employee engagement, compliance, and workforce planning. It was founded in reputed company, and is headquartered in Ottawa, Ontario, CA, with a workforce of 11-50 employees. Its website is http://www.davidjoseph.co.
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