StratiFi Technologies — SME & Enterprise Account Executive

StratiFi Technologies — SME & Enterprise Account Executive Type: Full-time | Remote (U.S.-based) | United States Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity Hiring count: 1 Visa sponsorship: None available Reports to: Head of Sales About StratiFi Technologies StratiFi is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. 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 (Series A) | Total funding: N/A (Series A) Industry: FinTech Website: stratifi.com Office: Fully remote, U.S.-based Why Candidates Should Join Own the biggest deals in an underserved market: The largest, most complex opportunities in a $100B+ TAM of RIAs and wealth-management firms. Uncapped commission, real upside: $200–250K OTE, uncapped — larger ACVs mean larger checks. Direct access and influence: Direct line to the Head of Sales and CEO at a small, low-bureaucracy team where high performers shape the playbook they build; Founder and a subject-matter expert support the largest opportunities. Intake Call Summary Intake video only — no transcript was available to summarize. If a transcript or intake notes exist, share them and this section will be populated. The Role Own StratiFi's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive, multi-stakeholder, multi-year deal-making that wins the biggest firms in an underserved $100B+ market. What You'll Be Doing Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors Build executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees Structure multi-year, phased, and enterprise-wide deals with strategic, justified pricing Self-source pipeline through industry relationships, referrals, and events — not just inbound Maintain a forecast-accurate pipeline in HubSpot with reliable commit-to-close conversion Partner with the Solutions Consultant on demos and technical proof points; hand off cleanly to Customer Success at close Report to the Head of Sales alongside one other Account Executive on the SMB segment Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator Requirements 2+ yrs wealth management/fintech sales 1+ yr complex, multi-stakeholder deal closing 90%+ quota attainment (documented) Self-sourced pipeline track record U.S. timezone availability Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook Green Flags Has sold compliance or risk software specifically into a regulated financial services buyer, not an adjacent category Builds and defends a business case to a CCO, COO, or principal-level buying committee Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound Track record structuring multi-year or phased enterprise deals Red Flags Pure SMB or transactional velocity selling with no buying-committee or multi-year deal experience Has never self-sourced pipeline Cannot build or defend a business case to a CCO, COO, or principal buying committee Sold compliance software into an unrelated vertical, not wealth management or RIA Seeking a low-intensity, low-accountability environment Nice-to-Have Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator) MEDDPICC, Challenger, or similar enterprise sales methodology training Track record of generating client referrals in the wealth management community Details Location: United States (remote) Work policy: Fully remote, U.S.-based Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE) + equity Visa sponsorship: None available Employment type: Full-time Screening Questions None specified on the role page. Interview Process Stage 1 — Pending Approval — Candidates awaiting initial approval. Stage 2 — Screening Interview Stage 3 — Deep-Dive Interview (~90 min) — Co-Founder; chronological career walkthrough. Stage 4 — Behavioral Interview — Fit and competency deep dive. Stage 5 — Reference Interviews Stage 6 — Offer Extended Stage 7 — Candidate Hired — Candidate accepts and starts. Ideal Companies & Backgrounds None provided on the role page. Ideal Candidate Profiles None provided on the role page. Rejected Candidate Feedback None yet. Benefits & Perks Uncapped commission — larger ACVs mean larger commission checks Unlimited PTO Health benefits for employees Fully remote, U.S.-based team