What are the responsibilities and job description for the Account Executive position at Advisor360?
Founding Account Executive – Product Team
Location: Needham, MA (Hybrid – 3 days onsite)
Be the First. Build the Future. Close the Deals.
At Advisor360°, we’re not just building a product—we’re revolutionizing the way wealth management firms onboard clients. And we need you to help make it happen.
As our Founding Account Executive for the Product Team, you won’t just be selling—you’ll be creating the sales playbook from the ground up. You’ll take our cutting-edge digital onboarding platform and bring it to market, shaping how we engage with clients, refine our messaging, and close deals. This is a rare chance to be on the front lines of a high-growth fintech company, influencing not just sales but how the entire product is positioned and sold.
What You’ll Do
- Own the full sales cycle—prospecting, pitching, demoing, and closing deals with wealth management firms.
- Build relationships with decision-makers at top firms and help them understand why our product is the game-changer they need.
- Partner directly with our Product and Marketing teams to refine messaging and influence future product development.
- Develop and iterate on sales strategies, pricing discussions, and market positioning—this is your playbook to write.
- Hustle like a founder. This isn’t just another sales job—it’s about building something new, making an impact, and shaping the company’s future.
- Achieve (and blow past) sales targets while helping establish a winning sales culture.
Who You Are
- You’ve sold something that didn’t sell itself—whether that was a brand-new product, a disruptive technology, or a challenger brand.
- You’re a builder, not just a seller. You thrive in ambiguity, take ownership, and love figuring things out on the fly.
- You know how to tell a compelling story and can break down complex ideas into simple, valuable insights for prospects.
- You’re a competitor. Whether it's quota, rankings, or winning deals against big-name competitors—you play to win.
- You have 4 years of experience in B2B SaaS, fintech, or wealth management sales—startup experience is a big plus.
Why This Role is Different
- You’re the first AE on the Product Team—you’ll set the tone, the strategy, and the success formula.
- Your work shapes the company—this role is as much about influencing product and strategy as it is about closing deals.
- Compensation? We make it impossible to say no. We know top talent deserves top rewards.
If you’re ready to bet on yourself, build something new, and sell like a founder, let’s talk.
Why You’ll Love Working Here:
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: Why You’ll Love Working With Us
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.
