What You’ll Do
Enterprise Sales Execution
- Own the full sales cycle for enterprise accounts—discovery, multi-stakeholder demos, proposals, procurement, and close.
- Build and manage a pipeline of $500K+ ACV opportunities with firms across the wealth management ecosystem.
- Lead complex, multi-threaded deals involving C-suite, compliance, operations, and IT stakeholders.
- Develop and execute account plans that align FINNY’s value proposition to each firm’s strategic priorities.
- Negotiate enterprise contracts, MSAs, and security reviews from initial conversation to launch.
Strategic Partnership
- Partner with BDRs and marketing to identify, prioritize, and convert high-value enterprise targets.
- Collaborate with Customer Success on smooth handoffs and expansion opportunities within existing enterprise accounts.
- Contribute field insights to inform product roadmap, positioning, and competitive strategy.
- Represent FINNY at industry events and with key enterprise prospects.
Team Leadership
- Mentor and coach mid-market and junior AEs on enterprise sales techniques and deal strategy.
- Contribute to the development of enterprise sales playbooks, demo frameworks, and objection-handling guides.
- Partner with the VP of Sales to set quarterly enterprise targets and forecasting
What We’re Looking For
- 7+ years of full-cycle B2B SaaS or fintech sales experience, with at least 3 years focused on enterprise accounts ($100K+ ACV).
- Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months).
- Experience selling to financial services firms—RIAs, broker-dealers, wirehouses, or wealth management platforms.
- Exceptional executive presence and ability to command rooms with C-suite and senior decision-makers.
- Deep command of enterprise sales methodology (MEDDIC, Challenger, or equivalent).
- Strong pipeline management, forecasting discipline, and CRM hygiene (Attio, Salesforce, or equivalent).
- Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
- Familiarity with compliance and procurement processes in regulated financial services environments.
- Prior experience at an early-stage or Series A/B startup scaling enterprise sales motion.
Compensation & Benefits
FINNY offers a competitive compensation package including:
- Competitive salary, comission and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Food and meals provided in our NYC office
- Team offsites and events