Advisor360° · 12 hours ago
Mid-Market Account Executive
York, IL
Full-time
Onsite
Mid Level
$115K/yr - $145K/yr
4+ years expAdvisor360° is a leading SaaS platform in the fintech space, focused on transforming how wealth management firms operate and serve their clients. The Mid-Market Account Executive will manage the full sales cycle for mid-sized wealth management firms, building relationships with decision-makers and helping them modernize their technology.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Own the full sales cycle for mid-market accounts—from discovery and qualification through proposal, negotiation, and close
Build relationships with decision-makers and influencers at RIAs, independent broker-dealers, and mid-sized wealth management firms
Educate prospects on how Advisor360°’s platform improves advisor productivity, operational efficiency, compliance, and client experience
Run structured discovery to understand business needs and map Advisor360° solutions to defined use cases
Partner with Sales Engineering to deliver tailored demos aligned to prospect requirements
Manage a healthy pipeline across a defined territory or account segment and maintain accurate forecasting
Collaborate with Marketing on inbound and outbound opportunities
Consistently achieve or exceed quarterly and annual revenue targets
Maintain accurate activity and opportunity data in CRM and sales engagement tools
Qualification
Required
4–8 years of B2B sales experience, including 2+ years in a closing role
Experience selling SaaS or FinTech solutions to mid-market customers
Familiarity with the wealth management industry, including RIAs, broker-dealers, or financial services firms
Proven ability to manage multiple deals with moderate complexity and defined sales cycles
Strong discovery, qualification, and objection-handling skills
Ability to communicate value clearly to director- and VP-level stakeholders
Highly organized with strong time-management and pipeline management skills
Comfortable working within established sales processes and playbooks
Experience with Salesforce or similar CRM tools
Benefits
Annual performance-based bonuses
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
Business Wire
2026-01-14
2026-01-06
Company data provided by crunchbase