Senior Account Executive, Financial Services

The Role

We are seeking a high performing Account Executive, Wealth, Trust and RIA sectors to join our growing sales organization. This is a hybrid, senior level individual contributor role who will play a key role in expanding Ncontracts’ footprint and revenue growth across financial services firms outside of traditional banking and credit unions.

The ideal candidate understands how these organizations operate, the challenges they encounter in compliance, vendor management, and operational efficiency, and can translate those pain points into clear business outcomes. This role is focused on new business, so we need a motivated hunter who can generate and manage their own pipeline, navigate complex sales cycles, and build trust with senior decisionmakers.

Reporting to the Vice President of Sales, Financial Services, this role is designed for a seasoned, hands-on sales professional who excels in complex, consultative sales cycles and is comfortable engaging VP- and C-suite stakeholders. The Senior Account Executive, Financial Services will own a defined U.S. territory, develop and execute territory and account strategies, and independently manage opportunities from initial engagement through contract execution and onboarding. It will be your job to find opportunities and ultimately sell the right product to the right customer at the right time.

You Will

• Drive full-cycle SaaS sales for Ncontracts’ risk, compliance, and third-party management solutions into Wealth, Trust, and RIA organizations.
• Identify, develop, and close new business opportunities through outbound prospecting, referrals, and partnerships.
• Build and maintain a healthy pipeline of qualified opportunities with strong forecasting discipline.
• Conduct onsite discovery meetings with senior leaders to understand their regulatory, operational, and efficiency challenges. Expectation is to be onsite in territory prospecting and meeting with strategic opportunities and clients.
• Collaborate with internal teams including Marketing, SDRs, Product, and Partnerships to align on messaging and execution.
• Clearly articulate ROI and business value in a consultative, outcomes-based way.
• Use Salesforce for pipeline management, forecasting, and deal progression.
• Meet or exceed quarterly and annual ARR targets.

Qualifications

• 10+ years of SaaS sales experience, with at least 2 years selling into the Wealth, Trust, or RIA sectors strongly preferred.
• Have a strong understanding of how Wealth, Trust and RIA firms manage compliance, cybersecurity, and vendor oversight.
• Demonstrated success in new logo acquisition roles with annual quotas of $600k or more in ARR.
• Proven ability to self-source at least half of pipeline through outbound prospecting.
• Experience selling compliance, risk, or workflow automation platforms is a plus.
• Skilled in multi-threaded sales and navigating long, complex buying cycles.
• Strong discovery and storytelling skills with the ability to connect technology capabilities to business outcomes.
• Team-oriented, coachable, and disciplined in following process and structure.
• A resilient, positive, and proactive mindset with a strong sense of accountability and integrity.
• Bachelor’s degree or equivalent professional experience.

We Offer All Regular Full-time Team Members

• A fun, fast-paced work environment
• 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!

*Part-Time and Contractor positions are not eligible for company benefits, including paid time off, health insurance, and other employee benefit programs. Full-time temporary employees are eligible for certain group benefits after a waiting period; specific eligibility timing will be provided at the time of offer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.