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Enterprise Account Executive - Remote

Posted 4 days ago
Sales / Business
Full Time
Worldwide
$100,000 - $130,000/year

Overview

YCharts is seeking a high-performing Enterprise Account Executive who excels in building relationships and closing deals in the wealth management sector.

In Short

  • Own a territory of enterprise accounts with expansion potential.
  • Drive the full enterprise sales cycle from prospecting to closing.
  • Build and execute multi-threaded engagement strategies.
  • Secure executive-level engagement and navigate complex organizations.
  • Deliver custom ROI-based proposals aligned with client priorities.
  • Collaborate with an Enterprise SDR for coordinated campaigns.
  • Proactively travel to deepen relationships and attend events.
  • Maintain accurate pipeline forecasts and report to leadership.

Requirements

  • 3–5+ years in enterprise SaaS or fintech sales.
  • Proven success in outbound prospecting and pipeline generation.
  • Experience managing complex sales cycles with multiple stakeholders.
  • Strong relationship-building skills with executive presence.
  • Strategic and consultative selling approach.
  • Curious, energetic, and collaborative mindset.
  • Understanding of investment workflows and RIA tech stacks is a plus.

Benefits

  • 100% employer-paid health, dental, and vision insurance.
  • 401(k) match for financial support.
  • Flexible time off and paid parental leave.
  • Professional development stipend.
  • Hybrid work schedule with remote flexibility.
  • Summer hours for more leisure time.
YCHARTS logo

YCHARTS

YCharts is a leading technology company in the wealth management industry, dedicated to simplifying and enhancing investment strategies for advisors and planners. With a focus on providing cloud-based software solutions, YCharts empowers investment professionals and retail investors with powerful research tools, comprehensive data, and customizable sales collateral. The company has evolved from a fintech startup to a prominent player in the 'wealth-tech' space, serving notable clients such as TD Ameritrade, Fidelity, and Morgan Stanley. YCharts has received multiple accolades for its rapid growth and workplace culture, making it a recognized name in the financial technology sector.

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