Docupace is seeking a Strategic Account Executive to drive enterprise growth by acquiring, expanding, and retaining strategic wealth management clients. This is a remote position; however, only candidates who reside in the Central (CT) or Eastern (ET) time zones at the time of application will be considered. The ideal candidate is an accomplished enterprise SaaS sales professional with experience managing complex sales cycles, building executive relationships, and consistently exceeding revenue goals.  

Summary of Position 

We’re hiring a Strategic Account Executive to own a named list of large target wealth management enterprises. This role is built for an elite enterprise seller who can win complex new logos, retain and renew strategic customers, expand high-value accounts, and navigate senior-level stakeholder groups in highly competitive environments.

This is a high-stakes remote role with 35% travel requiring executive presence, strategic thinking, and the ability to operate across long sales cycles, renewal motions, expansion opportunities, and multiple decision- makers. The ideal candidate is a trusted advisor who can create urgency, build consensus, protect key customer relationships, and orchestrate internal resources to close transformational deals.

WHAT YOU WILL DO

• Own the full sales cycle for strategic net-new logo opportunities from qualification through close, while also managing renewals and expansion across named strategic accounts.
• Manage, retain, renew, and expand a named list of large wealth management enterprise target accounts.
• Conduct in-person executive meetings, onsite discovery sessions, and conference travel about 35% of the time.
• Build multi-threaded relationships across executive, operational, technology, and procurement stakeholders.
• Lead complex discovery, product validation, business case development, proposal execution, and negotiation.
• Drive whitespace expansion within strategic customer accounts through upsell, cross-sell, and executive-level account development.
• Partner with Solutions Consultants, SDRs, Customer Success, Delivery, Legal, and Product to move large deals forward.
• Maintain rigorous account planning, executive mapping, and Salesforce forecast discipline.
• Represent the company as a trusted market presence at events, conferences, and strategic customer meetings.

WHAT YOU BRING

• 7+ years of B2B SaaS enterprise sales experience with a track record of overachievement.
• Proven success selling into large financial services, wealth management, or similarly complex enterprise environments.
• Executive presence and the ability to engage senior leaders with confidence and credibility.
• Strong strategic thinking and the ability to build account plans that open new white space.
• Excellent multi-stakeholder selling, renewal management, negotiation, and deal orchestration skills.
• Comfort working long sales cycles with many moving parts and high visibility.
• Strong command of structured sales methodology and forecasting discipline.

PREFERRED QUALIFICATIONS

• Prior experience selling wealthtech, fintech, regtech, or enterprise SaaS solutions.
• Experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms.
• Familiarity with MEDDPIC, Challenger, or another structured enterprise sales methodology.
• Existing network in wealth management or financial services technology.
• Demonstrated success winning competitive displacements.

HOW SUCCESS IS MEASURED

• Annual new-logo, renewal, and expansion ARR attainment.
• Pipeline coverage across named strategic accounts.
• Win rate on enterprise opportunities and target accounts.
• Forecast accuracy and stage progression discipline.
• Progress in executive relationship depth, renewal retention, whitespace creation, and strategic account penetration.

 Travel: Estimated % of time required to travel – 35% 

Reasonable Accommodations:

Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.

Disclaimer:

The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.

Docupace is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Docupace are based on business needs, job requirements and individual qualifications, without regard to age, race, color, religion or belief, gender, sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.