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

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