About the role

Enterprise Account Executive driving sales strategies for YCharts' SaaS platform. Building relationships and managing enterprise accounts in financial services and fintech sectors.

Responsibilities

Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship.
Collaborate with an Enterprise SDR to run coordinated outbound campaigns.
Proactively travel to deepen relationships, attend industry events, and get in the room with stakeholders.
Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales.
Drive the full enterprise sales cycle: Build and execute a multi-threaded engagement strategy across roles (users, influencers, decision makers, executives).
Secure executive-level engagement and navigate complex org structures.
Tailor messaging and demos to diverse personas—CIOs, advisors, operations leaders, etc.
Lead deals across internal buying committees including IT, compliance, and legal.
Craft and deliver custom ROI-based proposals aligned with strategic priorities.
Manage longer, multi-stage sales cycles involving pilots, proof-of-concept phases, and procurement steps.
Anticipate and address common enterprise objections (integration, cost, procurement).

3–5+ years of demonstrated success in enterprise SaaS or fintech sales; experience in WealthTech or financial services strongly preferred.
Proven track record as a self-starter who generates pipeline through outbound prospecting.
Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers.
Proven ability to build strong relationships with exceptional executive presence; able to confidently engage across all levels of an organization.
Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals.
Highly curious, energetic, and collaborative—driven by results and motivated by team success.
Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus.

100% employer-paid health, dental, and vision insurance.
401(k) match to support your financial future.
Opportunities for internal mobility and cross-functional collaboration.
Flexible time off, vacation days, sick days, and a celebration day.
Paid parental leave to support work-life balance.
Professional development stipend to help you grow in your career.
Hybrid work schedule with flexibility to work both in-office and remotely.
Summer hours so you can enjoy more sunshine.
A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year.
Recognition programs to celebrate contributions and milestones.
Modern, centrally located offices are stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.