Mid-Market Account Executive
Advisor360•Needham, MA
•$115,000 - $145,000•Remote
About The Position
As a Mid-Market Account Executive, you will sell Advisor360°’s core platform and solutions to mid-sized wealth management firms. You’ll manage a balanced pipeline of opportunities, work with director- and VP-level buyers, and close deals that help firms modernize their technology and scale their operations. This is a full-cycle, quota-carrying role for a strong closer who is comfortable managing multiple deals simultaneously, executing proven sales motions, and building trusted relationships across the wealth management ecosystem.
Requirements
- 4–8 years of B2B sales experience, including 2+ years in a closing role
- Experience with the wealth management industry, including RIAs, broker-dealers.
- Proven ability to manage multiple deals with moderate complexity and defined sales cycles
- Strong discovery, qualification, and objection-handling skills
- Ability to communicate value clearly to Director and VP level stakeholders
- Highly organized with strong time-management and pipeline management skills
- Comfortable working within established sales processes and playbooks
- Experience with Salesforce or similar CRM tools
Responsibilities
- Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close
- Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
- Educate prospects on how Advisor360°’s platform improves advisor productivity, operational efficiency, compliance, and client experience
- Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
- Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
- Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
- Collaborate with Marketing on inbound and outbound opportunities
- Consistently achieve or exceed quarterly and annual revenue targets
- Maintain accurate activity and opportunity data in CRM and sales engagement tools
Benefits
- Competitive base salaries
- Annual performance-based bonuses
- Equity value
- Comprehensive health benefits, including dental, life, and disability insurance
- Unlimited paid time off program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
