Account Executive II

Small business owners and physicians make up a large share of the client list. Planning is done in RightCapital and portfolios are managed in Orion.

Overview:

We are backfilling a position after an internal move. Dallas Wealth Management needs someone who can run a disciplined sales process, forecast honestly and close new logos. This is a closing role, measured on new ARR against a quarterly quota. Remote, open to candidates across the US. Hours are flexible, with one short team call each morning.

Key responsibilities:

• Run discovery calls to qualify budget, timeline, decision process and pain
• Partner with the SDR team on account lists and messaging for target verticals
• Build and manage a pipeline of 3x to 4x quota coverage
• Hit or exceed a quarterly new ARR quota (current annual quota is about $650K)
• Negotiate pricing, payment terms and contract redlines with procurement, within approved discount bands
• Identify additional contacts in each deal so it does not depend on a single champion
• Hand off closed accounts to onboarding with clear notes on scope and anything promised during the sale
• Prospect into named accounts to add self-sourced pipeline on top of SDR meetings

Minimum qualifications:

• 3+ years of closing experience in B2B software or services sales
• Coachable. You will review recorded calls with your manager every week
• Comfortable running a full sales cycle with multiple stakeholders

Compensation and benefits:

Compensation: $89,000 - $101,000 a year + commission

• 401(k) with company match
• Health insurance
• 401(k) with a 100% match up to 5%
• Home office stipend
• Short- and long-term disability

We are unable to sponsor visas for this position.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Dallas Wealth Management.