Revenue3 · 2 weeks ago
Account Executive - Wealth SaaS
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $130K/yr
3+ years expRevenue3 is a fast-growing B2B SaaS company providing mission-critical software to wealth management firms and financial institutions. They are seeking an Account Executive to drive new business across the RIA and wealth management market, focusing on owning the full sales cycle from prospecting to close.
Staffing & Recruiting
Responsibilities
Own the full sales cycle: prospecting, discovery, demos, negotiation, and close
Sell into RIAs, broker-dealers, wealth managers, and financial institutions
Build and manage a strong pipeline of net-new opportunities
Navigate complex, consultative sales with multiple stakeholders
Collaborate with marketing and leadership on GTM strategy and feedback
Accurately forecast revenue and maintain CRM hygiene
Qualification
Required
3–7+ years of B2B SaaS sales experience
Proven experience selling to wealth management firms, RIAs, or financial services
Track record of consistently hitting or exceeding quota
Strong discovery, demo, and closing skills
Self-starter mentality with the ability to thrive in a growth-stage environment
Preferred
Comfortable selling compliance, risk, or workflow software
Benefits
Competitive base
Uncapped commission
Benefits
Company
Revenue3
In a landscape where conventional recruiting strategies often overlook the nuances of sourcing candidates, Revenue3 was founded on the conviction that the crypto industry demands a specialized approach to talent acquisition.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase