Mid-Market Account Executive

Summary

Advisor360° is an autonomous financial platform that connects wealth management, banking, and insurance workflows for financial advisors. The Mid-Market Account Executive will sell the company’s core platform and solutions to mid-sized wealth management firms, managing the full sales cycle and relationships with Director- and VP-level buyers. The role focuses on pipeline management, tailored demonstrations, forecasting, and achieving revenue targets.

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

Skills

• * 4–8 years of B2B sales experience, including 2+ years in a closing role
• * Experience with the wealth management industry, including RIAs, broker-dealers
• * 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
• Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team
• While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time

Qualifications

Must Haves

• * 4–8 years of B2B sales experience, including 2+ years in a closing role
• * Experience with the wealth management industry, including RIAs, broker-dealers
• * 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
• Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team
• While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time

Benefits

• Annual performance-based bonuses
• The chance to share in the equity value you and your colleagues create during your time with the company
• Comprehensive health benefits, including dental, life, and disability insurance
• Unlimited paid time off program
• Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.