Remote Account Executive

A client is seeking Remote Account Executives to join their growing team. In this role, You’ll work closely with SDRs who are focused on generating leads and setting new meetings in these markets. You’ll be responsible for driving new business by interfacing with financial advisors on these introduction meetings, typically the end users of their AI-powered meeting assistant. You’ll manage the full sales cycle, from setting follow ups, running demos, to closing deals and handling post-sale follow-ups. Their product is built specifically for financial advisors, offering real-time transcription, voice differentiation, and seamless integration with advisor platforms all designed to meet compliance needs. You’ll be selling a tool that solves real workflow problems, and while the company is growing quickly, there’s also room for potential growth in the next few years.

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-2+ years of outbound sales experience, ideally in SaaS or FinTech.
-Ability to manage a fast-paced sales cycle (typically 30–60 days).
-Strong communication skills and confidence running product demos.
-Experience selling to financial advisors, RIAs or broker-dealer networks (strong plus).
-Willingness to grow with a scaling company and take on new challenges.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.