About the Role
As an SMB Account Executive, you will convert qualified opportunities into new customer contracts with small-business advisory and wealth-management firms. This remote contractor role is focused on a high-velocity B2B SaaS sales motion serving US customers.
What You'll Do
Own the sales cycle from qualified opportunity through discovery, proposal, objection handling, and signed contract.
Manage a high volume of opportunities with consistent follow-up and efficient deal progression.
Maintain accurate CRM records, including stages, notes, next steps, close dates, and forecasts.
Prepare standardized quotes and proposals quickly based on firm size and product fit.
Run standard product demonstrations independently and involve a Solutions Consultant when deeper technical support is needed.
Build consultative relationships with decision-makers and provide a clear handoff to Customer Success after closing.
What We're Looking For
At least 3 years of full-cycle SMB SaaS sales experience, closing transactional deals with short sales cycles and high opportunity volume.
A record of attaining at least 90% of quota for one full year, with documentation available to share.
Full professional English fluency at C2 level, for selling to US customers.
Experience with HubSpot or a comparable CRM, accurate pipeline management, and reliable forecasting.
Ability to lead consultative discovery, run standard product demos, and stay effective through shifting timelines and unstructured buying processes.
Experience at a small or growth-stage company with fewer than 100 employees.
Wealth-management, RIA, broker-dealer, or related fintech experience is valuable; familiarity with sales tools such as Outreach, Gong, LinkedIn Sales Navigator, or Apollo is also useful.
Compensation & Benefits
Compensation is $3,000 to $4,000 USD. Visa sponsorship is not available.
Location
Remote contractor role based in Latin America, selling to US customers.