Founding Sales Executive, Hazel AI (Mid-Market)
Core
Founding Account Executive building an AI platform for wealth management, selling to financial advisors to optimize time and resources.
Role type
Founding Mid-Market Account Executive
Builds
AI engine for wealth management (Hazel) for financial advisors
Domain
Financial Services / Wealth Management / AI
Deliverable
production ML models | product features
Required skills
Quota-carrying B2B SaaS sales experience, full-cycle sales ownership, consultative discovery, deal strategy, executive communication, selling into regulated workflows, operating in ambiguity
Preferred skills
Experience selling AI products or workflow automation, exposure to wealth management, RIA operations, fintech
Technologies
AI, SaaS
Responsibilities
Close new business and expansions across sales assist, sales led and cross sell opportunities; Run the full sales cycle from discovery to close; Maintain operating rigor through stage definitions, playbooks and forecasting; Partner with Product and Marketing to refine messaging and turn wins into references
Seniority
Founding, early-stage IC
