Job description
Account Executive - Financial Services
Remote | Sales | Full-Time
WHO WE ARE
Headquartered in Nashville, Tenn., Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a six-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of “Best Places to Work” awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand.
At Ncontracts, you’ll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We’re seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives.
THE ROLE
We are currently seeking an experienced Account Executive to join our growing Sales Team! You will have 5+ years of software sales experience specifically selling to Wealth Management firms, RIAs, broker-dealers, and Fintech companies. In this role, you will be a hands-on direct sales executive with a specified territory within the United States, interfacing with key VP and C-Suite decision-makers including CTOs and CIOs at wealth management and fintech organizations. You’ll utilize a consultative and collaborative selling approach, demonstrating deep knowledge of wealth management operations, advisor workflows, and fintech integration challenges. You will be focused on driving deep engagement at your accounts to understand their approach to Vendor Management, Risk Management, Compliance, and how technology solutions can enhance client service and portfolio management capabilities. Success in this role requires experience navigating complex buying committees within the wealth management ecosystem and articulating ROI to both technical and business stakeholders. It will be your job to find opportunities and ultimately sell the right product, to the right customer at the right time.
YOU WILL
- Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial services companies.
- Lead well-informed and consultative meetings with senior level executives at financial services companies, demonstrating the business value of our products resulting in incremental revenue growth.
- Develop and execute strategies to grow a pipeline of deals within a territory, working to grow our organizational revenue.
- Manage qualified opportunities through all stages of the funnel from sell-in to contracting and onboarding, leveraging key stakeholders across the organization to successfully win new business.
- Demonstrate exceptional CRM (Salesforce.com, Gong, etc.) hygiene to provide up to date and accurate ongoing forecasts
- Set initiatives for yourself along with your Business Development Representative that include targeting existing and new financial services companies to generate opportunities.
- Prepare sales proposals, using independent judgment and discretion to determine services, based on client needs, to highlight for prospective clients during demonstrations
- Set and conduct in-person meetings with VP and C-level executives, successfully articulating and communicating solution value, and managing the complete sales cycle.
- Grow revenue within new and existing accounts by identifying sales opportunities and successfully seeing them through the contracting process using your independent judgement and discretion.
- Consistently achieve or exceed the target sales projections.
- Demonstrate our core values in how you work (results, collaboration, and delivering excellence), contributing to our employer brand as a “best place to work”
YOU BRING
- Success as a self-motivated, results and data-driven, sales representative, with 5+ years of SaaS sales experience
- Excellent verbal and written communication skills, particularly with sales messaging, with a proven ability to effectively make outbound cold calls to prospects and existing customers.
- Persuasive in dynamic situations; actively listening and gaining clarification, responding well to questions in real time and demonstrating exceptional group presentation skills
- Experience selling into or providing services to financial institutions and/or services companies
- Experience selling SaaS software solutions
- Domain experience with GRC (Governance, Risk and Compliance) software, third-party risk, and/or related fields
- Ability to travel as needed
- Use of independent judgment and discretion based upon your experience and expertise.
- Experience in utilizing salesforce.com (CRM) to track sales progress for deals through the pipeline
- Growth experience/ability to be hands-on and use independent judgement in a high-growth software company environment
- Experience presenting to C- level executives in a consultative selling approach
BONUS POINTS
- Bachelor’s Degree; SaaS, Finance, Economics, or related field preferred
- Experience performing solutions sales cycles leveraging a team sales approach including yourself, your sales manager, BDRs, & presales subject matter experts.
WE OFFER
- A fun, fast-paced work environment
- Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
- 11 paid holidays
- Community and social events to keep you connected and engaged
- Mental Health Benefits
- Medical, Dental and Vision insurance
- Company-paid Group Life Insurance, Short- and Long-Term Disability
- Flexible Spending Account & Health Savings Account
- Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
- Pet Insurance
- 401 (k) with company match with eligibility on Day 1 of employment
- 2 Paid Volunteer Time Off Days
- And much more!
Compensation Information
Pursuant to state and local law disclosure requirements, the pay range for this role, with final offer amount dependent on education, skills, experience and location is $100,000 to $120,000 per year with a commission potential equal to your base pay.
AAP/EEO Statement
Ncontracts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
