Account Executive

About Us:

Dispatch is the wealth tech industry's first data orchestration company, specializing in syncing data across the advisory tech stack. Our platform enables automated onboarding, account opening, and continuous data syncing, providing advisory firms with more efficient workflows and giving them hours back in their day. We're a passionate group of operators with deep roots in tech and advisory, obsessed with delivering exceptional client experiences.

Role Overview:

As the Founding Enterprise Account Executive at Dispatch, you will play a pivotal role in shaping the sales function at our early-stage company. You will be responsible for establishing the foundation for enterprise sales, working closely with our CEO, COO, and CPO to align sales strategies with our company vision. You will partner with our engineering teams for technical evaluations and presentations to meet the complex needs of our clients. This role is perfect for an ambitious sales professional eager to contribute to a high-growth journey, setting the groundwork for our future success.

Roles & Responsibilities:

• Develop and execute a strategy for identifying and closing new enterprise sales opportunities.

• Build and manage a robust pipeline through proactive outreach and strategic account planning.

• Serve as a key point of contact for enterprise clients, understanding their unique needs and providing tailored solutions.

• Lead complex sales cycles, involving multiple decision-makers and in-depth technical requirements.

• Conduct detailed product demonstrations, highlighting the value and capabilities of Dispatch’s platform.

• Collaborate with the CEO, COO, and CPO to ensure sales strategies align with company objectives.

• Partner with engineering teams for technical evaluations and presentations.

• Provide regular feedback to internal teams to drive continuous product improvement.

• Maintain accurate records of sales activities and forecast revenue in CRM.

Requirements:

• 3-5 years of experience in enterprise sales, preferably with complex B2B SaaS products.

• Proven ability to manage and close complex sales cycles involving multiple stakeholders.

• Excellent communication and presentation skills, with the ability to articulate technical concepts to non-technical audiences.

• Demonstrated success in a startup or early growth stage environment, thriving in a fast-paced, dynamic setting.

• Entrepreneurial mindset with a strong bias for action and the ability to operate independently.

• Experience with sales frameworks such as MEDDICC is a plus.

• Strong understanding of the financial advisory space or a related industry is a plus.

• Bachelor's degree in business, marketing, or a related field.

What We Offer:

• Competitive salary and equity options.

• Comprehensive benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).

• 401K, HSA & FSA plans.

• Memberships to OneMedical, HealthAdvocate, TalkSpace, and Teladoc.

• Technology stipend

• Unlimited PTO

• Hybrid workplace with three days in-office.

For more information about Dispatch and our innovative solutions, please visit Dispatch.io.

Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.