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Manage the full sales cycle for mid-market and enterprise wealth-management firms, from initial engagement to contract signature. Coordinate with internal teams to structure complex deals and ensure a smooth handoff to customer success.
A fintech company is hiring a closing-focused Account Executive to manage qualified opportunities through signed contracts with US wealth-management firms. You will own deal strategy, executive relationships, pricing, and close, partnering with a Solutions Consultant on product demonstrations and technical validation.
Lead qualified mid-market and enterprise opportunities from initial sales engagement through contract signature.
Maintain accurate CRM records, manage stage progression, document next steps, and provide reliable forecasts.
Develop tailored proposals and pricing based on firm size, product fit, and competitive positioning.
Build trust with executive decision-makers and navigate buying groups across leadership, compliance, and operations.
Coordinate with solutions, customer success, and sales enablement partners throughout the sales process.
Structure complex deals that may include phased rollouts, multi-year terms, and enterprise-wide deployments.
Provide a thorough handoff to customer success when a deal closes.
At least five years in quota-carrying B2B SaaS account executive roles, closing mid-market and enterprise deals.
Experience closing complex, multi-stakeholder deals with contract values around $100,000 to $500,000 or more.
Full professional English fluency, with the ability to lead executive-level sales conversations with US buyers.
Demonstrated success at 90% or more of quota for at least one full year, with documentation available.
Experience selling into the US market and generating pipeline through relationships, referrals, and events.
Strong CRM discipline and reliable forecasting; HubSpot experience is relevant.
Experience in wealth management or financial services is helpful.
Compensation: $4,000 USD. Visa sponsorship is not available.
Fully remote, based in Latin America, with reliable overlap with US time zones.
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