StratiFi — Mid-Market Account Executive

StratiFi — Mid-Market Account Executive Type: Full-time | Remote (US) | United States Compensation: $100,000–$125,000 + Competitive equity Hiring count: 1 Visa sponsorship: None available Reports to: Head of Sales (name / LinkedIn not provided in source) Experience floor (scoring): 2+ years About StratiFi StratiFi is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so advisors can run smarter practices without the manual work. Real product-market fit, roughly $3M ARR with a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth management firms across the U.S. Founded: 2017 | Team size: 11–50 | Funding stage: Series A (total funding not disclosed; ~$3M ARR) Industry: FinTech Website: stratifi.com Office: Remote, U.S.-based team Why Candidates Should Join Uncapped commission — larger ACVs mean larger commission checks Shape the playbook — small, low-bureaucracy team on EOS; high performers build the playbook they run, with direct access to the Head of Sales and CEO Sell in the sweet spot — mid-market RIAs that don't yet have a comparable solution, won in 60–90 days; higher deal volume, faster cycles Strong PMF, clear trajectory — ~$3M ARR with a defined path to $10M in a $100B+ market Fully remote + Unlimited PTO + health benefits Intake Call Summary Not present in the source page (an Intake Video is provided but no transcript or summary text). Not fabricated. The Role A full-cycle, closing-focused individual contributor converting qualified opportunities into closed-won revenue with mid-market RIA and wealth management firms in the $25K–$100K ACV range, on ~60–90 day cycles. Leads come from marketing, the Target Account Development Representative, and the Head of Sales; the AE owns the deal end to end. Distinct from the SME & Enterprise AE, who owns the largest, most complex deals ($100K–$500K+ ACV) on longer, multi-stakeholder cycles. What You'll Be Doing Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms ($25K–$100K ACV) Maintain a clean, accurate HubSpot pipeline with disciplined stage progression, current notes, clear next steps, and realistic close dates, updated weekly Proactively build and tailor pricing proposals based on firm size, product fit, and competitive positioning Build trust-based relationships with decision-makers through consultative, discovery-led engagement Coordinate with the Solutions Consultant on demos and execute clean, comprehensive handoffs to the Customer Success Manager at close Tech stack: HubSpot CRM (or comparable) Detailed Must-Have Qualifications (role body) 2+ years as a full-cycle Account Executive closing Mid-Market SaaS deals in the $25K–$100K ACV range with ~60–90 day sales cycles 2+ years in wealth management, financial services, or fintech sales, with credible fluency in RIAs, custodians, compliance, and fiduciary concepts from day one Provable quota attainment of 90%+ for at least one full year, with documentation available to share Demonstrated pipeline discipline: accurate CRM data maintained without prompting and reliable forecasting (HubSpot or comparable CRM) Prior experience at a small or growth-stage company (under 100 employees), thriving without a polished playbook Nice-to-Have (role body) Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms MEDDPICC, Challenger, Sandler, or comparable sales methodology training Requirements Full-cycle Mid-Market close experience ($25K to $100K ACV) Wealth management / RIA domain fluency HubSpot pipeline discipline and reliable forecasting Consultative discovery Remote US, strong written and async communication Green Flags Consistent, predictable quota delivery on a monthly and quarterly basis rather than occasional large wins Speaks the language of wealth management (AUM, custodians, fiduciary, compliance, ADV, RIA structures) credibly and naturally, not from a memorized glossary Maintains immaculate CRM hygiene without being asked and forecasts reliably Reads ambiguous prospect signals accurately, distinguishes not-now from not-ever, and keeps deals moving with incomplete information Runs a high volume of concurrent deals with fast turnaround on proposals and follow-ups, never letting deals go idle Red Flags Only sub-$25K SMB or transactional selling experience Only enterprise, long-cycle (9-month-plus) closing background Needs a polished, pre-built playbook to perform No RIA or wealth-advisor domain exposure History of sandbagging or unreliable forecasting, with deals that surprise the forecast Role Details Salary — $100,000–$125,000 Equity — Competitive On-site policy — Fully remote, U.S.-based team Visa sponsorship — None available Employment type — Full-time Location — United States (Remote) Experience — 2+ years Screening Questions Not present in the source page. Not fabricated. Interview Process Stage 1 — Pending Approval — Candidates awaiting initial approval. Stage 2 — Screening Interview Stage 3 — Deep-Dive Interview — Co-Founder, roughly 90-minute chronological career walkthrough. Stage 4 — Behavioral Interview — Fit and competency deep dive. Stage 5 — Reference Interviews Stage 6 — Offer Extended — Offer has been extended. Stage 7 — Candidate Hired — Candidate accepts and starts. Ideal Companies & Backgrounds Updated recently (target companies added ~2 days before capture) Orion, Nitrogen, Smarsh, COMPLY, Addepar