Account Executive, Financial Services

Ncontracts

18h•$110,000 - $120,000

About The Position

We are looking for a high-performing Account Executive with experience selling SaaS solutions into the Wealth, Trust, and RIA sectors. This person will play a key role in expanding Ncontracts’ footprint across financial services firms outside of traditional banking and credit unions. The ideal candidate understands how these organizations operate, the challenges they face around compliance, vendor management, and operational efficiency, and can translate those pain points into clear business outcomes. This role is focused on new business, so we need a motivated hunter who can generate and manage their own pipeline, navigate complex sales cycles, and build trust with senior decisionmakers.

Requirements

5+ years of SaaS sales experience, with at least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred.
Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR.
Proven ability to self-source at least half of pipeline through outbound prospecting.
Skilled in multi-threaded sales and navigating long, complex buying cycles.
Strong discovery and storytelling skills with the ability to connect technology capabilities to business outcomes.
Team-oriented, coachable, and disciplined in following process and structure.
Bachelor’s degree or equivalent professional experience.

Nice To Haves

Experience selling compliance, risk, or workflow automation platforms is a plus.
Understands how Wealth, Trust, and RIA firms manage compliance, cybersecurity, and vendor oversight.
Comfortable engaging C-level and senior decision-makers such as Chief Compliance Officers, COOs, CTOs, and Risk Officers.
Confident presenting to executive audiences and tailoring the message for both technical and non-technical stakeholders.
Resilient, positive, and proactive with a strong sense of accountability.
High integrity and genuine curiosity about helping clients solve problems.

Responsibilities

Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations.
Identify, develop, and close new business opportunities through outbound prospecting, referrals, and partnerships.
Build and maintain a healthy pipeline of qualified opportunities with strong forecasting discipline.
Conduct discovery meetings with senior leaders to understand their regulatory, operational, and efficiency challenges.
Collaborate with internal teams including Marketing, SDRs, Product, and Partnerships to align on messaging and execution.
Clearly articulate ROI and business value in a consultative, outcomes-based way.
Use Salesforce for pipeline management, forecasting, and visibility into deal progression.
Meet or exceed quarterly and annual ARR targets.

Benefits

A fun, fast-paced work environment
Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
11 paid holidays
Community and social events to keep you connected and engaged
Mental Health Benefits
Medical, Dental and Vision insurance
Company-paid Group Life Insurance, Short- and Long-Term Disability
Flexible Spending Account & Health Savings Account
Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
Pet Insurance
401 (k) with company match with eligibility on Day 1 of employment
2 Paid Volunteer Time Off Days