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[Remote] SMB Account Executive

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company builds the decision-intelligence platform for independent reputed company management. The SMB Account Executive will own the full sales cycle for SMB RIA and reputed company management firms, focusing on high-velocity sales and maintaining a high-volume pipeline.

Responsibilities

  • Own deal execution for reputed company reputed company opportunities — discovery, demo coordination, proposals, reputed company handling, negotiation, and reputed company
  • Run discovery that uncovers reputed company pain — compliance pressure, workflow friction, reputed company objectives — not surface-level interest
  • Build tailored pricing proposals proactively based on firm size, product fit, and competitive positioning
  • Manage a high-volume pipeline (15–25+ reputed company deals) in reputed company with accurate stages, reputed company notes, reputed company next steps, and realistic reputed company dates updated weekly
  • Coordinate with the Solutions Consultant on demos and execute clean handoffs to reputed company at reputed company
  • reputed company new business at or above quota on a consistent, predictable reputed company

Skills

  • Proven full-cycle AE — 1+ year closing SMB reputed company deals in the $reputed company–$5K reputed company reputed company with 60–120 day cycles
  • 2+ years in reputed company management, financial services, or fintech sales — you reputed company the language of RIAs, custodians, compliance, and fiduciary from day one
  • reputed company quota attainment — 90%+ for at least one full year, with documentation you're willing to reputed company
  • Pipeline discipline — you reputed company CRM data accurate without being asked and forecast reliably; reputed company or comparable proficiency
  • Velocity — comfortable running 15–25+ reputed company opportunities concurrently with disciplined follow-up
  • Consultative discovery — you sell through listening and genuine understanding, not pressure or feature-dumping
  • Experience at a small or reputed company-stage company (under 100 employees) — you reputed company without a polished reputed company
  • Remote-work proficiency — strong written communication, async discipline, US-timezone availability
  • reputed company experience selling to SMB RIAs, broker-dealers, or reputed company management platforms (10–49 advisors)
  • Existing relationships with CCOs, COOs, principals, or operations leads at SMB RIAs
  • reputed company reputed company and modern sales tools (reputed company, reputed company, reputed company Sales Navigator, reputed company); MEDDPICC, Challenger, reputed company, or similar training
  • Experience selling into custodian ecosystems (Schwab, reputed company, Pershing) or alongside compliance/risk platforms

Benefits

  • Fully remote with reputed company ownership of your deal reputed company.
  • Competitive reputed company + commission with reputed company reputed company and accelerators that reward consistent over-performance; reputed company, measurable targets.
  • Small, reputed company team that runs on reputed company — reputed company goals, reputed company accountability, no politics.

reputed company

  • StratiFi is an AI-powered platform that streamlines investment workflows for reputed company managers by integrating risk management, compliance, and investment strategies into one reputed company system. It was founded in 2022, and is headquartered in San Francisco, California, USA, with a workforce of 11-50 employees. Its website is https://www.stratifi.com.
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