Nitrogen · 2 weeks ago
Account Executive - Advisor Sales
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $144K/yr
2+ years expNitrogen is a company that has transformed how financial advisors and wealth management firms interact with clients through innovative AI software solutions. The Account Executive - Advisor Sales role focuses on selling Nitrogen's products to small and medium-sized advisory firms, cultivating relationships, and closing new business. This position requires proactive outreach, effective communication of the product value proposition, and maintaining a healthy sales pipeline.
AdviceFinanceFinTechRisk ManagementSoftware
Responsibilities
Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product
"Be the closer" - build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard
Own your pipeline - Proactively generate new business through outbound prospecting and targeted outreach to build and maintain a healthy sales pipeline, in addition to managing inbound marketing generated leads
Our World class Marketing ORG will deliver weekly high valued leads to your pipeline, the goal is to convert them into Qualified Pipeline for your territory
Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos
Develop into an industry expert in identifying customer ‘pain' & helping to solve customer challenges
Develop a sustained pipeline and close new business at or above quota
Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue
Negotiate pricing and contractual terms to close sales as required
Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast
Responsible for meeting or exceeding departmental goals for sales quota
Qualification
Required
A minimum of 2 years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required
MUST HAVE: Experience in the Fintech or Wealth Management industry
Adept at value-based selling
A hunter that thrives on top of funnel activities
Strong ability to learn new technology and ramp quickly
Relentless work ethic & strong commitment to exceeding your goal/quota
A strong business aptitude with proven success of net new logo sales in a fast paced environment
A self-starter, results driven, motivated and ambitious drive with a ‘can do' attitude
Strong and demonstrated written, verbal and presentation skills
Work well in a high-energy, fast paced and constantly changing environment
Proactive work ethic - we're not big on bureaucracy; we hold each other accountable and push ourselves to perform
Adaptable - in an environment with much change, we can handle and do enjoy change
Benefits
4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation
Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money
Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family
Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) available depending on chosen medical plan. We know that investment risk isn't a one-size-fits all and neither are your health savings options!
Generous maternity & paternity leave for either the birth or adoption of a child. Mom's & Dad's need time with their new family members!
Discounted pet insurance available. Pets are family too!!
3 weeks vacation & 1 week sick time per year.Take the time you need for fun or simply time to recover from not feeling well.
11 paid company holidays per year. Enjoy your time off; you deserve it!
Remote & in-person team building activities help our employees stay connected and engaged. We absolutely love to hype our people up!
Company wide meetings held by our CEO benefit all employees by keeping everyone in the loop. We are one team, and we tackle projects together
Employee development is our priority. From leadership training, to mentorship, to industry resources, we care about progressing you in your career.
Company
Nitrogen
Nitrogen helps investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$23.7MKey Investors
FTV Capital
2023-01-17Series Unknown· $0.16M
2021-08-25Acquired
2016-10-31Series A· $20M
Leadership Team
Aaron Klein
Co-Founder and Board Member
Recent News
2025-12-16
Business Wire
2025-11-11
Morningstar.com
2025-10-23
Company data provided by crunchbase