A fintech company serving wealth managersHiring

Mid-Market Account Executive

  • USD 90,000 to 180,000 per year
  • Remote, United States
  • Full-time
  • Mid-level
  • Posted 3 days ago
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In one line

Full-cycle sales role at a fintech selling to mid-market wealth management firms; remote anywhere in the US.

About the role

Mid-sized advisory firms need software that fits how they work, and deals here move in 60 to 90 days. Leads arrive from marketing and a dedicated SDR, so the job is discovery, proposals and closing.

At a glance

Pay
USD 90,000 to 180,000 per year
Remote scope
Remote, United States
Seniority
Mid-level
Employment
Full-time
Working hours
Eastern and Pacific time zones preferred
Skills
HubSpot, MEDDPICC, Challenger, Sandler, Outreach, Gong, LinkedIn Sales Navigator, Apollo
Posted
1 Nov 2026
Last checked
1 Nov 2026

What you will do

  • Lead discovery calls that surface each firm's pain points, compliance pressures and growth goals
  • Handle product demos with a Solutions Consultant and field common objections yourself
  • Keep a clean pipeline in HubSpot, forecast reliably and hand closed deals to Customer Success with full context

What they look for

  • Accurate CRM habits without being asked, and forecasts that hold up
  • Experience at a company under 100 people, plus strong writing and comfort working remotely

Nice to have

  • MEDDPICC, Challenger, Sandler or similar sales training

Benefits

  • Health, dental, vision, 401(k) and equity, plus PTO and US holidays

A typical week

  • Run discovery calls and demos across a healthy load of deals, keeping each one moving
  • Write pricing proposals and negotiate terms within agreed guidelines
  • Update HubSpot and keep the forecast accurate

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Claude

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  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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ChatGPT

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Connector URL
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Muse

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Message for Muse
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Muse is available in the US only for now.

Prompt
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Questions about this job

Is this job fully remote, and from where?

The posting lists it as remote for people in the United States. On hours, the posting says: Eastern and Pacific time zones preferred.

What does this job pay?

The posting states USD 90,000 to 180,000 per year.

What experience is needed?

It is a mid-level role. The posting asks for: accurate CRM habits without being asked, and forecasts that hold up; experience at a company under 100 people, plus strong writing and comfort working remotely. Skills it names include HubSpot, MEDDPICC, Challenger, Sandler.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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A fintech company serving wealth managersRemote, United States
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