StratiFi Technologies — SMB Account Executive

• StratiFi Technologies — SMB Account Executive

Type: Full-time | Remote (U.S.-based) | Philadelphia, PA · Austin, TX · Denver, CO Compensation: Base $50,000–$70,000 + uncapped commission (OTE $100,000–$140,000) + competitive equity Hiring count: 1 Visa sponsorship: None available Reports to: Head of Sales

About StratiFi

StratiFi is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so financial advisors can run smarter practices without the manual work. The company has real product-market fit, roughly $3M in ARR, and a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the U.S.

The team runs on EOS and sells directly to compliance officers, principals, and operations leaders at RIAs and broker-dealers. The sales org has direct access to the Head of Sales and CEO. It's a small, low-bureaucracy team where high performers shape the playbook they build.

Founded: 2017 | Team size: 11–50 (Series A) | ARR: ~$3M (path to $10M) Industry: FinTech · WealthTech Website: stratifi.com Office: Fully remote (U.S.); hub cities Philadelphia, Austin, Denver

Why Candidates Should Join

• Real traction, early enough to shape it: ~$3M ARR with a clear path to $10M in a $100B+ market — you help build the repeatable SMB playbook rather than inherit one.
• Uncapped earning: OTE $100K–$140K with uncapped commission and accelerators for over-performance.
• Direct line to leadership: Reports to the Head of Sales with direct access to the CEO; low bureaucracy, high ownership.
• Full-cycle ownership: Own the widest, highest-volume segment of the market end-to-end, from qualified lead to signed contract.

Intake Call Summary

• Intake was delivered as a video on the Contrario role page; no transcript is available to summarize. Key points from the role page are captured in About / The Role above and in Requirements / Green Flags / Red Flags below.

The Role

Own the full sales cycle for smaller RIA and wealth-management firms (roughly 10–49 advisors) — the widest and highest-volume part of the market — in a fast, high-velocity, full-cycle motion. Run consultative discovery to surface each firm's real compliance and growth pain (fluent in RIA, custodian, compliance, and fiduciary language), build tailored pricing proposals, and close 60–120 day cycles. Partner with the Solutions Consultant on demos, hand off cleanly to Customer Success at close, and work alongside one other AE in the up-market segment. This is a sub-100-person, growth-stage environment with no polished playbook yet — you help prove it.

What You'll Be Doing

• Full-cycle ownership of SMB opportunities, from qualified lead through signed contract, for firms with 10–49 advisors
• Consultative discovery that surfaces each firm's real compliance and growth pressure points
• Managing a high-volume, accurately forecasted pipeline of 15–25+ active deals in HubSpot
• Building pricing proposals tailored to each firm, with proactive upsell into multi-product deals
• A clean handoff to Customer Success on every closed deal

Sales stack: HubSpot (primary CRM). Bonus tooling: Outreach, Gong, LinkedIn Sales Navigator, Apollo.

Requirements

• 2+ yrs wealth management/fintech sales
• 1+ yr full-cycle SMB SaaS closing
• 90%+ quota attainment (documented)
• HubSpot / CRM proficiency
• U.S. timezone availability

Green Flags

• Track record running a high-volume pipeline (15-25+ concurrent deals) without letting deals go idle
• Speaks the language of RIAs, custodians, compliance, and fiduciary duty fluently and credibly
• Advances deals through clear micro-commitments and fast follow-up turnaround
• Comfortable operating without a polished playbook at a small, growth-stage company
• Debriefs lost deals honestly and shows measurable skill growth over time

Red Flags

• Only enterprise or long-cycle (9-month+) closing experience, no SMB velocity background
• Needs a mature, fully built-out playbook to perform
• No RIA or wealth-advisor domain exposure
• Cannot manage 15-25 concurrent deals with disciplined follow-up
• Seeking a low-intensity, low-accountability environment

Nice-to-Have

• Existing relationships with CCOs, COOs, principals, or operations leads at SMB RIAs
• Experience with modern sales tooling (Outreach, Gong, LinkedIn Sales Navigator, Apollo)
• Formal sales methodology training (MEDDPICC, Challenger, Sandler, or similar)
• Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms

Role Details

Base salary $50,000–$70,000 On-target earnings $100,000–$140,000 (uncapped commission, accelerators) Equity Competitive On-site policy Fully remote, U.S.-based team Visa sponsorship None available Employment type Full-time Location Remote (U.S.); hubs Philadelphia, PA · Austin, TX · Denver, CO Benefits Uncapped commission, unlimited PTO, health benefits

Screening Questions

• None specified on the role page.

Interview Process

Stage 1 — Pending Approval — Candidate awaiting initial approval. Stage 2 — Screening Interview Stage 3 — Deep-Dive Interview — Co-Founder, roughly 90-min chronological career walkthrough. Stage 4 — Behavioral Interview — Fit and competency deep dive. Stage 5 — Reference Interviews — 7 references, 15–20 min each. Stage 6 — Offer Extended Stage 7 — Candidate Hired — Candidate accepts and starts.