Account Executive

Location:

Hybrid (Midtown Atlanta, Monday–Thursday in office; Friday remote)

Employment Type:

Full-time

Advizor Pro is a fast-growing SaaS company powering sales and marketing teams across the financial services ecosystem. We work with asset managers, wealth tech platforms, and service providers to help them identify, engage, and convert their ideal customers using high-quality data and actionable intelligence.

We’re looking for a proven, high-performing Account Executive with 3+ years of SaaS sales experience, ideally in wealth tech, asset management, or financial data. This role is focused on owning the sales cycle end-to-end - from qualified opportunity through close - while building trusted relationships with senior stakeholders across financial services firms.

• Manage the full sales cycle for qualified opportunities passed from our business development and marketing teams
• Run discovery, deliver tailored demos, and lead strategic conversations with senior stakeholders
• Own pricing, proposals, and contract negotiations through close
• Attend key industry events and conferences to represent Advizor Pro and generate relationship-based referrals
• Build and nurture a personal network in the asset management and wealth tech space over time
• Collaborate closely with customer success and product teams to ensure a smooth handoff and long-term client success
• Maintain a strong command of our platform’s value and the financial services market we serve

• 3+ years of experience in a SaaS Account Executive or closing role
• Experience selling into financial services, wealth tech, or asset management is strongly preferred
• Strong consultative selling skills and the ability to run a high-quality sales process from start to finish
• Excellent written and verbal communication skills, including presenting to senior decision-makers
• Highly organized, self-motivated, and adaptable with a strong sense of ownership
• Relationship-focused mindset and an interest in building a long-term reputation in the space

• Hybrid work environment:
  Midtown Atlanta office Monday–Thursday; remote on Fridays
• A beautiful, modern office in Midtown with top-notch amenities - including a brand-new food hall and French brasserie opening in the building this summer.
• Generous paid time off
• 401(k) plan
• Comprehensive health, dental, and life insurance coverage
• A collaborative, high-performing team culture that values autonomy, hustle, and fun
• Multiple team events throughout the year - including an epic holiday party
• The opportunity to join a rapidly scaling company with meaningful impact

Mid-Senior level

Full-time

Sales and Business Development

Software Development