SMB Account Executive

Our client provides SaaS solutions that help U.S. RIA and wealth-management firms improve advisor workflows and compliance. They are growing their SMB sales motion across small advisory firms, with deal sizes ranging from $2.5K–$25K ACV. The company is hiring a high-velocity closer who can manage a large pipeline, run efficient sales cycles, and consistently convert qualified opportunities into new-logo revenue.

Need to have qualifications:

• 2+ years of B2B SaaS sales experience, preferably in a high-velocity new-logo environment.
• Proven track record of consistently hitting or exceeding sales quotas.
• Experience managing a high volume of concurrent opportunities and short sales cycles.
• Strong discovery, objection-handling, negotiation, and closing skills.
• Native or near-native English communication skills, written and verbal.
• Experience using a CRM, preferably HubSpot, with strong pipeline and forecasting discipline.
• Ability to run standard SaaS product demos independently.
• Strong ability to prioritize and move multiple opportunities forward without letting deals go idle.
• Comfortable making decisions and taking action when prospects, timelines, or buying processes are unclear.
• Willingness to work as a Latin America-based contractor selling to U.S. customers.

Nice to have:

• Experience selling to RIAs, wealth-management firms, or financial-services companies.
• Familiarity with advisor workflows, compliance, or investment-management operations.
• Experience selling SaaS products in the $2.5K–$25K ACV range.
• Experience working from a structured sales playbook and applying repeatable sales processes.
• Experience using sales tools such as HubSpot or similar CRM platforms.

Responsibilities:

• Manage qualified SMB opportunities from discovery through signed contract.
• Run efficient discovery calls that uncover prospect pain points, priorities, budget, and decision timelines.
• Run standard product demos independently and involve the Solutions Consultant when deeper technical support is needed.
• Handle common objections using product knowledge, consultative selling, and competitive positioning.
• Manage a high volume of concurrent opportunities while keeping deals moving toward close.
• Maintain accurate HubSpot records with current stages, notes, next steps, and realistic close dates.
• Follow up quickly and consistently to prevent opportunities from going idle.
• Build and deliver standardized pricing proposals based on firm size and product fit.
• Tailor proposals to prospect needs while maintaining a fast, repeatable sales process.
• Forecast revenue accurately and proactively flag stalled or at-risk opportunities.
• Qualify opportunities quickly and move on from deals that are unlikely to close.
• Build trusted relationships with firm principals, operations leaders, and other decision-makers.
• Re-engage stalled opportunities and maintain consistent communication throughout the sales cycle.
• Execute clean handoffs to Customer Success with firm details, stakeholders, promises made, and onboarding expectations.
• Share prospect feedback, competitive insights, and recurring objections with the sales and marketing teams.