StratiFi — Mid-Market Account Executive
Type: Full-time | Remote (US) | United States
Compensation: $100,000–$125,000 + Competitive equity
Hiring count: 1
Visa sponsorship: None available
Reports to: Head of Sales (name / LinkedIn not provided in source)
Experience floor (scoring): 2+ years
About StratiFi
StratiFi is decision-intelligence software for wealth management. The platform unifies risk, compliance, and investment strategy in one place so advisors can run smarter practices without the manual work. Real product-market fit, 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 | Funding stage: Series A (total funding not disclosed; ~$3M ARR)
Industry: FinTech
Website: stratifi.com
Office: Remote, U.S.-based team
Why Candidates Should Join
- Uncapped commission — larger ACVs mean larger commission checks
- Shape the playbook — small, low-bureaucracy team on EOS; high performers build the playbook they run, with direct access to the Head of Sales and CEO
- Sell in the sweet spot — mid-market RIAs that don't yet have a comparable solution, won in 60–90 days; higher deal volume, faster cycles
- Strong PMF, clear trajectory — ~$3M ARR with a defined path to $10M in a $100B+ market
- Fully remote + Unlimited PTO + health benefits
Intake Call Summary
Not present in the source page (an Intake Video is provided but no transcript or summary text). Not fabricated.
The Role
A full-cycle, closing-focused individual contributor converting qualified opportunities into closed-won revenue with mid-market RIA and wealth management firms in the $25K–$100K ACV range, on ~60–90 day cycles. Leads come from marketing, the Target Account Development Representative, and the Head of Sales; the AE owns the deal end to end. Distinct from the SME & Enterprise AE, who owns the largest, most complex deals ($100K–$500K+ ACV) on longer, multi-stakeholder cycles.
What You'll Be Doing
- Own the full sales cycle from qualified opportunity to signed contract for mid-market advisory firms ($25K–$100K ACV)
- Maintain a clean, accurate HubSpot pipeline with disciplined stage progression, current notes, clear next steps, and realistic close dates, updated weekly
- Proactively build and tailor pricing proposals based on firm size, product fit, and competitive positioning
- Build trust-based relationships with decision-makers through consultative, discovery-led engagement
- Coordinate with the Solutions Consultant on demos and execute clean, comprehensive handoffs to the Customer Success Manager at close
Tech stack: HubSpot CRM (or comparable)
Detailed Must-Have Qualifications (role body)
- 2+ years as a full-cycle Account Executive closing Mid-Market SaaS deals in the $25K–$100K ACV range with ~60–90 day sales cycles
- 2+ years in wealth management, financial services, or fintech sales, with credible fluency in RIAs, custodians, compliance, and fiduciary concepts from day one
- Provable quota attainment of 90%+ for at least one full year, with documentation available to share
- Demonstrated pipeline discipline: accurate CRM data maintained without prompting and reliable forecasting (HubSpot or comparable CRM)
- Prior experience at a small or growth-stage company (under 100 employees), thriving without a polished playbook
Nice-to-Have (role body)
- Direct experience selling to RIAs, broker-dealers, or wealth management platforms in the mid-market segment
- Existing relationships with CCOs, COOs, principals, or operations leads at mid-market RIAs
- Experience selling into custodian ecosystems (Schwab, Fidelity, Pershing) or alongside compliance/risk platforms
- MEDDPICC, Challenger, Sandler, or comparable sales methodology training
Requirements
- Full-cycle Mid-Market close experience ($25K to $100K ACV)
- Wealth management / RIA domain fluency
- HubSpot pipeline discipline and reliable forecasting
- Consultative discovery
- Remote US, strong written and async communication
Green Flags
- Consistent, predictable quota delivery on a monthly and quarterly basis rather than occasional large wins
- Speaks the language of wealth management (AUM, custodians, fiduciary, compliance, ADV, RIA structures) credibly and naturally, not from a memorized glossary
- Maintains immaculate CRM hygiene without being asked and forecasts reliably
- Reads ambiguous prospect signals accurately, distinguishes not-now from not-ever, and keeps deals moving with incomplete information
- Runs a high volume of concurrent deals with fast turnaround on proposals and follow-ups, never letting deals go idle
Red Flags
- Only sub-$25K SMB or transactional selling experience
- Only enterprise, long-cycle (9-month-plus) closing background
- Needs a polished, pre-built playbook to perform
- No RIA or wealth-advisor domain exposure
- History of sandbagging or unreliable forecasting, with deals that surprise the forecast
Role Details
- Salary — $100,000–$125,000
- Equity — Competitive
- On-site policy — Fully remote, U.S.-based team
- Visa sponsorship — None available
- Employment type — Full-time
- Location — United States (Remote)
- Experience — 2+ years
Screening Questions
Not present in the source page. Not fabricated.
Interview Process
Stage 1 — Pending Approval — Candidates awaiting initial approval.
Stage 2 — Screening Interview
Stage 3 — Deep-Dive Interview — Co-Founder, roughly 90-minute chronological career walkthrough.
Stage 4 — Behavioral Interview — Fit and competency deep dive.
Stage 5 — Reference Interviews
Stage 6 — Offer Extended — Offer has been extended.
Stage 7 — Candidate Hired — Candidate accepts and starts.
Ideal Companies & Backgrounds
Updated recently (target companies added ~2 days before capture)
Orion, Nitrogen, Smarsh, COMPLY, Addepar
