Account Executive
AdvizorPro, Atlanta, GA, United States
Location: Hybrid (Midtown Atlanta, Monday–Thursday in office; Friday remote)
Employment Type: Full-time
AdvizorPro is a fast-growing SaaS company powering sales and marketing teams across the financial services ecosystem. We work with asset managers, wealthtech 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 wealthtech, 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.
Key Responsibilities
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 AdvizorPro and generate relationship-based referrals
Build and nurture a personal network in the asset management and wealthtech 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
Qualifications
3+ years of experience in a SaaS Account Executive or closing role
Experience selling into financial services, wealthtech, 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
What We Offer
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
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Software Development
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Employment Type: Full-time
AdvizorPro is a fast-growing SaaS company powering sales and marketing teams across the financial services ecosystem. We work with asset managers, wealthtech 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 wealthtech, 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.
Key Responsibilities
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 AdvizorPro and generate relationship-based referrals
Build and nurture a personal network in the asset management and wealthtech 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
Qualifications
3+ years of experience in a SaaS Account Executive or closing role
Experience selling into financial services, wealthtech, 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
What We Offer
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
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Software Development
#J-18808-Ljbffr