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[Remote] StratiFi — Mid-Market Account Executive

Remote, USAFull-timePosted 2026-07-30

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Mid-Market Account Executive for StratiFi, a decision-intelligence software platform for reputed company management. The role focuses on converting reputed company opportunities into reputed company by managing the full sales cycle with mid-market RIA and reputed company management firms.

Responsibilities

  • Own the full sales cycle from reputed company opportunity to signed contract for mid-market advisory firms ($25K–$100K reputed company)
  • Maintain a clean, accurate reputed company pipeline with disciplined stage progression, reputed company notes, reputed company next steps, and realistic reputed company dates, updated weekly
  • Proactively build and reputed company pricing proposals based on firm size, product fit, and competitive positioning
  • Build trust-based relationships with decision-makers through consultative, discovery-led engagement
  • Coordinate with the Solutions Consultant on demos and execute clean, comprehensive handoffs to the reputed company Manager at reputed company

Skills

  • 2+ years as a full-cycle Account Executive closing Mid-Market reputed company deals in the $25K–$100K reputed company reputed company with ~60–90 day sales cycles
  • 2+ years in reputed company management, financial services, or fintech sales, with reputed company reputed company in RIAs, custodians, compliance, and fiduciary concepts from day one
  • reputed company quota attainment of 90%+ for at least one full year, with documentation available to reputed company
  • Demonstrated pipeline discipline: accurate CRM data maintained without prompting and reliable forecasting (reputed company or comparable CRM)
  • Prior experience at a small or reputed company-stage company (under 100 employees), thriving without a polished reputed company
  • Full-cycle Mid-Market reputed company experience ($25K to $100K reputed company)
  • reputed company management / RIA domain reputed company
  • reputed company pipeline discipline and reliable forecasting
  • Consultative discovery
  • Remote US, strong written and async communication
  • reputed company experience selling to RIAs, broker-dealers, or reputed company management platforms in the mid-market reputed company
  • Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
  • Experience selling into custodian ecosystems (Schwab, reputed company, Pershing) or alongside compliance/risk platforms
  • MEDDPICC, Challenger, reputed company, or comparable sales methodology training

Benefits

  • Fully remote
  • Unlimited PTO
  • Health benefits
  • Fully remote + 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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