Ncontracts · 3 hours ago
Account Executive - Financial Services
Ncontracts is a leader in integrated risk management and compliance solutions for financial institutions. The Account Executive will focus on driving sales within the financial services sector, establishing relationships with key decision-makers and demonstrating the value of Ncontracts' products to enhance client service and portfolio management capabilities.
B2BBankingComplianceCyber SecurityFinanceFinancial ServicesFinTechProfessional ServicesSaaSSoftware
Responsibilities
Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial services companies
Lead well-informed and consultative meetings with senior level executives at financial services companies, demonstrating the business value of our products resulting in incremental revenue growth
Develop and execute strategies to grow a pipeline of deals within a territory, working to grow our organizational revenue
Manage qualified opportunities through all stages of the funnel from sell-in to contracting and onboarding, leveraging key stakeholders across the organization to successfully win new business
Demonstrate exceptional CRM (Salesforce.com, Gong, etc.) hygiene to provide up to date and accurate ongoing forecasts
Set initiatives for yourself along with your Business Development Representative that include targeting existing and new financial services companies to generate opportunities
Prepare sales proposals, using independent judgment and discretion to determine services, based on client needs, to highlight for prospective clients during demonstrations
Set and conduct in-person meetings with VP and C-level executives, successfully articulating and communicating solution value, and managing the complete sales cycle
Grow revenue within new and existing accounts by identifying sales opportunities and successfully seeing them through the contracting process using your independent judgement and discretion
Consistently achieve or exceed the target sales projections
Demonstrate our core values in how you work (results, collaboration, and delivering excellence), contributing to our employer brand as a “best place to work”
Qualification
Required
5+ years of software sales experience specifically selling to Wealth Management firms, RIAs, broker-dealers, and Fintech companies
Experience navigating complex buying committees within the wealth management ecosystem
Experience articulating ROI to both technical and business stakeholders
Success as a self-motivated, results and data-driven, sales representative
5+ years of SaaS sales experience
Excellent verbal and written communication skills, particularly with sales messaging
Proven ability to effectively make outbound cold calls to prospects and existing customers
Persuasive in dynamic situations; actively listening and gaining clarification
Experience selling into or providing services to financial institutions and/or services companies
Experience selling SaaS software solutions
Domain experience with GRC (Governance, Risk and Compliance) software, third-party risk, and/or related fields
Ability to travel as needed
Use of independent judgment and discretion based upon your experience and expertise
Experience in utilizing salesforce.com (CRM) to track sales progress for deals through the pipeline
Growth experience/ability to be hands-on and use independent judgement in a high-growth software company environment
Experience presenting to C-level executives in a consultative selling approach
Benefits
Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
11 paid holidays
Community and social events to keep you connected and engaged
Mental Health Benefits
Medical, Dental and Vision insurance
Company-paid Group Life Insurance, Short- and Long-Term Disability
Flexible Spending Account & Health Savings Account
Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
Pet Insurance
401 (k) with company match with eligibility on Day 1 of employment
2 Paid Volunteer Time Off Days
And much more!
Company
Ncontracts
Ncontracts is a provider of risk management and compliance solutions for financial services companies.
Funding
Current Stage
Growth StageTotal Funding
$1.07M2020-01-23Acquired
2015-05-12Private Equity
2014-07-11Seed· $0.1M
Recent News
Business Wire
2025-10-21
2025-10-21
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