Our client provides SaaS solutions that help U.S. RIA and wealth-management firms improve advisor workflows and compliance. They are growing their enterprise sales motion across firms with 50+ advisors, with deal sizes ranging from $100K–$500K+ ACV. The company is hiring a closing-focused AE to own complex opportunities from qualified meeting through signed contract.
Need to have qualifications:
• 4+ years of B2B SaaS sales experience with a proven track record selling mid-market and enterprise accounts.
• Consistent history of achieving 100%+ annual quota attainment.
• Experience closing complex deals valued at $100K+ ACV.
• Strong experience navigating multi-stakeholder buying committees, including executives, operations, and compliance leaders.
• Native or near-native English communication skills, written and verbal.
• Proven experience managing enterprise sales cycles with multiple decision-makers and longer timelines.
• Strong negotiation skills, including multi-year agreements, phased rollouts, enterprise deployments, and custom pricing.
• Strong CRM discipline and experience maintaining accurate pipeline data, preferably in HubSpot.
• Comfortable leading executive-level conversations and presenting business value rather than product features.
• Willingness to work as a Latin America-based contractor selling to U.S. customers.
Nice to have:
• Experience selling into wealth management, financial services, or RIAs.
• Experience selling SaaS products to firms with 250+ employees or advisors.
• Familiarity with compliance, advisor workflows, or investment-management operations.
• Experience with complex enterprise pricing and deal architecture.
• Experience using HubSpot and account research tools such as AdvisorPro.
• Experience informally coaching or mentoring other sales team members.
Responsibilities:
• Own qualified opportunities from the first qualified meeting through signed contract.
• Lead deal strategy for SME and enterprise firms with 50+ advisors an