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 and $100K–$500K+ ACV opportunities.
- Navigate buying committees involving firm principals, CCOs, COOs, and operations leaders.
- Build and maintain accurate account plans covering decision-makers, competition, timelines, and deal strategy.
- Maintain a clean HubSpot pipeline with accurate stages, next steps, notes, and close dates.
- Create tailored pricing proposals based on firm size, product fit, competitive positioning, and prospect needs.
- Structure multi-year agreements, phased rollouts, and enterprise-wide deployments with the Head of Sales.
- Negotiate pricing and contracts while protecting margins and maintaining discounting discipline.
- Build trusted relationships with executive decision-makers throughout 6–12+ month sales cycles.
- Re-engage stalled opportunities and maintain consistent, value-driven prospect engagement.
- Brief and debrief the Solutions Consultant before and after prospect meetings.
- Collaborate with Sales Enablement and Content on deal-specific collateral, case studies, and competitive materials.
- Coordinate with the Customer Success Manager to deliver complete handoffs at close.
- Surface competitive intelligence, prospect feedback, and market trends to the broader sales and marketing team.
- Identify deal blockers early and escalate opportunities requiring executive support.

📌 Mid-Senior Account Executive (México)
🏢 Remote Growth Partners
📍 México