Our client provides SaaS solutions that help U.S. RIA and wealth-management firms improve advisor workflows and compliance. They are growing their SMB sales motion across small advisory firms, with deal sizes ranging from $2.5K–$25K ACV. The company is hiring a high-velocity closer who can manage a large pipeline, run efficient sales cycles, and consistently convert qualified opportunities into new-logo revenue.

Need to have qualifications:

- 2+ years of B2B SaaS sales experience, preferably in a high-velocity new-logo environment.
- Proven track record of consistently hitting or exceeding sales quotas.
- Experience managing a high volume of concurrent opportunities and short sales cycles.
- Strong discovery, objection-handling, negotiation, and closing skills.
- Native or near-native English communication skills, written and verbal.
- Experience using a CRM, preferably HubSpot, with strong pipeline and forecasting discipline.
- Ability to run standard SaaS product demos independently.
- Strong ability to prioritize and move multiple opportunities forward without letting deals go idle.
- Comfortable making decisions and taking action when prospects, timelines, or buying processes are unclear.
- Willingness to work as a Latin America-based contractor selling to U.S. customers.

Nice to have:

- Experience selling to RIAs, wealth-management firms, or financial-services companies.
- Familiarity with advisor workflows, compliance, or investment-management operations.
- Experience selling SaaS products in the $2.5K–$25K ACV range.




- Experience working from a structured sales playbook and applying repeatable sales processes.
- Experience using sales tools such as HubSpot or similar CRM platforms.

Responsibilities:

- Manage qualified SMB opportunities from discovery through signed contract.
- Run efficient discovery calls that uncover prospect pain points, priorities, budget, and decision timelines.
- Run standard product demos independently and involve the Solutions Consultant when deeper technical support is needed.
- Handle common objections using product knowledge, consultative selling, and competitive positioning.
- Manage a high volume of concurrent opportunities while keeping deals moving toward close.
- Maintain accurate HubSpot records with current stages, notes, next steps, and realistic close dates.
- Follow up quickly and consistently to prevent opportunities from going idle.
- Build and deliver standardized pricing proposals based on firm size and product fit.
- Tailor proposals to prospect needs while maintaining a fast, repeatable sales process.
- Forecast revenue accurately and proactively flag stalled or at-risk opportunities.
- Qualify opportunities quickly and move on from deals that are unlikely to close.
- Build trusted relationships with firm principals, operations leaders, and other decision-makers.
- Re-engage stalled opportunities and maintain consistent communication throughout the sales cycle.
- Execute clean handoffs to Customer Success with firm details, stakeholders, promises made, and onboarding expectations.
- Share prospect feedback, competitive insights, and recurring objections with the sales and marketing teams.

📌 SMB Account Executive (México)
🏢 Remote Growth Partners
📍 México