Account Executive - Financial Services

Account Executive - Financial Services
Remote | Sales | Full-Time WHO WE ARE

Headquartered in Nashville, Tenn., Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree and consistent year-over-year recipient of "Best Places to Work" awards, we offer a thriving, work environment where career growth and life-work balance go hand in hand.

At Ncontracts, you’ll join a team of industry experts dedicated to strengthening the financial services sector through innovation and thought leadership. We’re seeking creative, collaborative, and self-driven professionals across all areas of our business - from developing cutting-edge solutions to sales, marketing, customer support, and beyond. Join us in our mission to make the financial industry stronger and more resilient, while advancing your career in a supportive, dynamic environment that values your unique skills and perspectives.

We are currently seeking an experienced Account Executive to join our growing Sales Team! You will have 5+ years of software sales experience specifically selling to Wealth Management firms, RIAs, broker-dealers, and Fintech companies. In this role, you will be a hands‑on direct sales executive with a specified territory within the United States, interfacing with key VP and C‑Suite decision-makers including CTOs and CIOs at wealth management and fintech organizations.

You’ll utilize a consultative and collaborative selling approach, demonstrating deep knowledge of wealth management operations, advisor workflows, and fintech integration challenges. You will be focused on driving deep engagement at your accounts to understand their approach to Vendor Management, Risk Management, Compliance, and how technology solutions can enhance client service and portfolio management capabilities. Success in this role requires experience navigating complex buying committees within the wealth management ecosystem and articulating ROI to both technical and business stakeholders.

It will be your job to find opportunities and ultimately sell the right product, to the right customer at the right time.

• Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial services companies.
• Lead well‑informed and consultative meetings with senior level executives at financial services companies, demonstrating the business value of our products resulting in incremental revenue growth.
• Develop and execute strategies to grow a pipeline of deals within a territory, working to grow our organizational revenue.
• Manage qualified opportunities through all stages of the funnel from sell‑in to contracting and onboarding, leveraging key stakeholders across the organization to successfully win new business.
• Demonstrate exceptional CRM (, Gong, etc.) hygiene to provide up to date and accurate ongoing forecasts
• Set initiatives for yourself along with your Business Development Representative that include targeting existing and new financial services companies to generate opportunities.
• Prepare sales proposals, using independent judgment and discretion to determine services, based on client needs, to highlight for prospective clients during demonstrations
• Set and conduct in‑person meetings with VP and C‑level executives, successfully articulating and communicating solution value, and managing the complete sales cycle.
• Grow revenue within new and existing accounts by identifying sales opportunities and successfully seeing them through the contracting process using your independent judgement and discretion.
• Consistently achieve or exceed the target sales projections.
• Demonstrate our core values in how you work (results, collaboration, and delivering excellence), contributing to our employer brand as a “best place to work”

• Success as a self‑motivated, results and data‑driven, sales representative, with 5+ years of SaaS sales experience
• Excellent verbal and written communication skills, particularly with sales messaging, with a proven ability to effectively…