Mid-Market Account Executive
Core
Lead sales for mid-market Broker-Dealers and RIAs (50+ advisors) to drive share of wallet growth in 401(k) management.
Role type
Mid-Market Account Executive (B2B SaaS)
Builds
Pontera platform for personalized retirement strategies
Domain
Fintech / Wealth Management / 401(k) Management
Deliverable
client delivery
Required skills
B2B SaaS sales, account-based prospecting, C-suite negotiation, regulatory ecosystem navigation, quota attainment, self-sourcing pipeline, Salesforce, Gong, Monday.com, Slack, AI tools for account planning
Preferred skills
Financial services background, experience with decision-making committees of 3-5+, writing business cases
Responsibilities
Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership; Map buyer personas and organizational structures; Build detailed proposals and presentations; Partner with BDRs, Solution Consultants, and Relationship Managers; Navigate risk, InfoSec, and compliance reviews (SEC, ERISA, SOC 2); Continuously improve sales processes
Seniority
Mid-Senior, hands-on IC