StratiFi Technologies — SME & Enterprise Account Executive
Type: Full-time | Remote (U.S.-based) | United States
Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE, uncapped) + competitive equity
Hiring count: 1
Visa sponsorship: None available
Reports to: Head of Sales
About StratiFi Technologies
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. Roughly $3M ARR with a clear path to $10M, in a $100B+ addressable market of independent RIAs and wealth-management firms across the U.S.
Founded: 2017 | Team size: 11–50 (Series A) | Total funding: N/A (Series A)
Industry: FinTech
Website: stratifi.com
Office: Fully remote, U.S.-based
Why Candidates Should Join
- Own the biggest deals in an underserved market: The largest, most complex opportunities in a $100B+ TAM of RIAs and wealth-management firms.
- Uncapped commission, real upside: $200–250K OTE, uncapped — larger ACVs mean larger checks.
- Direct access and influence: Direct line to the Head of Sales and CEO at a small, low-bureaucracy team where high performers shape the playbook they build; Founder and a subject-matter expert support the largest opportunities.
Intake Call Summary
- Intake video only — no transcript was available to summarize. If a transcript or intake notes exist, share them and this section will be populated.
The Role
Own StratiFi's largest and most complex SME and enterprise deals with RIA and wealth-management firms of 50+ advisors — executive, multi-stakeholder, multi-year deal-making that wins the biggest firms in an underserved $100B+ market.
What You'll Be Doing
- Full-cycle ownership of SME and enterprise opportunities, from qualified opportunity through signed contract, for firms with 50+ advisors
- Build executive relationships with principals, CCOs, COOs, and operations leaders across complex buying committees
- Structure multi-year, phased, and enterprise-wide deals with strategic, justified pricing
- Self-source pipeline through industry relationships, referrals, and events — not just inbound
- Maintain a forecast-accurate pipeline in HubSpot with reliable commit-to-close conversion
- Partner with the Solutions Consultant on demos and technical proof points; hand off cleanly to Customer Success at close
- Report to the Head of Sales alongside one other Account Executive on the SMB segment
Tech stack: HubSpot; Outreach, Gong, LinkedIn Sales Navigator
Requirements
- 2+ yrs wealth management/fintech sales
- 1+ yr complex, multi-stakeholder deal closing
- 90%+ quota attainment (documented)
- Self-sourced pipeline track record
- U.S. timezone availability
- Prior experience at a small or growth-stage company (under 100 employees), comfortable without a polished playbook
Green Flags
- Has sold compliance or risk software specifically into a regulated financial services buyer, not an adjacent category
- Builds and defends a business case to a CCO, COO, or principal-level buying committee
- Self-sources pipeline through referrals, events, or industry relationships rather than relying only on inbound
- Track record structuring multi-year or phased enterprise deals
Red Flags
- Pure SMB or transactional velocity selling with no buying-committee or multi-year deal experience
- Has never self-sourced pipeline
- Cannot build or defend a business case to a CCO, COO, or principal buying committee
- Sold compliance software into an unrelated vertical, not wealth management or RIA
- Seeking a low-intensity, low-accountability environment
Nice-to-Have
- Existing relationships with CCOs, CIOs, or advisory leadership at enterprise firms
- Experience with HubSpot and modern sales tools (Outreach, Gong, LinkedIn Sales Navigator)
- MEDDPICC, Challenger, or similar enterprise sales methodology training
- Track record of generating client referrals in the wealth management community
Details
- Location: United States (remote)
- Work policy: Fully remote, U.S.-based
- Compensation: $100,000–$125,000 base ($200,000–$250,000 OTE) + equity
- Visa sponsorship: None available
- Employment type: Full-time
Screening Questions
- None specified on the role page.
Interview Process
Stage 1 — Pending Approval — Candidates awaiting initial approval.
Stage 2 — Screening Interview
Stage 3 — Deep-Dive Interview (~90 min) — Co-Founder; chronological career walkthrough.
Stage 4 — Behavioral Interview — Fit and competency deep dive.
Stage 5 — Reference Interviews
Stage 6 — Offer Extended
Stage 7 — Candidate Hired — Candidate accepts and starts.
Ideal Companies & Backgrounds
- None provided on the role page.
Ideal Candidate Profiles
- None provided on the role page.
Rejected Candidate Feedback
Benefits & Perks
- Uncapped commission — larger ACVs mean larger commission checks
- Unlimited PTO
- Health benefits for employees
- Fully remote, U.S.-based team
