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

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

• 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 video only — no transcript was available to summarize. If a transcript or intake notes exist, share them and this section will be populated.

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.

• →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

• 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

• 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

• 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

• 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

• 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

• None specified on the role page.

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.

• None provided on the role page.

• None provided on the role page.

• None yet.