Senior Account Executive

Red Oak•Austin, TX

8d•Remote

About The Position

Red Oak is the singular compliance platform for the financial services industry, offering a unified system for content, review, distribution, and supervision. Our vision is to become the compliance layer for every Financial Services firm. We currently serve 19 of the top 20 global asset managers, representing over $62 trillion in AUM and more than 1,550 regulated firms. As one of the fastest-growing companies in compliance tech, we have a unique position in the market with no direct holistic competitors. This role is crucial due to a recent merger that has expanded our product portfolio significantly. A large number of mid-market and enterprise accounts are currently unallocated and require dedicated attention. This is a full-cycle sales position within a territory that has been awaiting focused development. The successful candidate will manage a defined book of business from the outset, selling an expanded product line that most representatives have not previously had access to. The team is characterized by its drive, collaborative spirit, and a strong focus on achieving success. This role offers high autonomy, high ownership, and high impact.

Requirements

Full-cycle (outbound-to-close) Account Executive experience in SaaS, with a track record of self-sourcing and closing complex deals
Experience managing multi-threaded, competitive sales cycles, with a history of winning new business in SaaS
Real competitive-displacement experience — you know how to win a deal when someone else is already in the room
Proven territory and opportunity management, with a consistent and disciplined approach to forecasting and pipeline generation
Fluent with Salesforce, call intelligence tools (e.g., Gong), and outbound sequencing platforms
Comfortable working to a structured qualification methodology such as MEDDPICC
AI fluency in your sales workflow: using tools like Claude for prospecting, messaging, and call analysis. This is table stakes here
Sharp communicator who builds trust fast and navigates buying committees with confidence
Comfortable traveling roughly once a month for prospect and client meetings

Nice To Haves

Background selling into financial services or investment management
Compliance or RegTech SaaS experience

Responsibilities

Own a defined territory and build pipeline across the full account list, using outbound sequencing tools, LinkedIn Sales Navigator, and call intelligence platforms
Run the full sales cycle — outreach, discovery, demo, negotiation, close — with minimal leadership involvement
Multi-thread complex, competitive deals across buying committees
Sell across Red Oak's expanded product portfolio, tailoring approach to account size and need
Use AI tools for account research, call prep, outreach personalization, and deal analysis
Maintain accurate pipeline and forecast discipline in Salesforce
Partner with team members on deal strategy and account coverage