Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. Backed by Canapi Ventures.
About the role
We're growing fast and seeking a Mid-Market Account Executive - US to join our team. This is a fully remote, work-from-home opportunity for a candidate living in the United States. You'll need a track record of exceeding targets in technology sales, and we strongly prefer experience selling into US financial services. The Mid-Market Account Executive - US reports to the Commercial Business Lead. You'll bring a track record of meeting or exceeding quota selling SaaS to mid-sized organizations. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Degree in business, technology or a related discipline. Licensing related to the financial industry is a plus
- 3–7 years of B2B SaaS sales experience, including time in a closing role
- Proven record of meeting or exceeding quota and building customer champions
- Confidence engaging senior decision-makers
- Demonstrable experience developing client-focused, differentiated and achievable solutions
- Experience selling to financial services or regulated markets preferred
More about this role
Fully remote | US only | Reports to the Commercial Business Lead
Conquest improves the speed, individualization, accuracy and ongoing evolution of financial plans so they fit every family's needs across life's twists and turns. Our Strategic Advice Manager® (SAM), an AI expert system, delivers personalized and prioritized financial planning strategies. These strategies help financial advisors and their clients see what's possible for their financial future. We believe a goals-based approach to financial literacy, delivered through a human-centered digital experience, increases the number of people who can benefit from financial advice. We were founded in Canada in 2018 and went live in market in January 2021. Since then, we've become the market-dominant software provider for financial advice delivery in Canada. Conquest serves the entire wealth continuum — from simple to complex.
We're growing fast and seeking a Mid-Market Account Executive - US to join our team. This is a fully remote, work-from-home opportunity for a candidate living in the United States. You'll need a track record of exceeding targets in technology sales, and we strongly prefer experience selling into US...
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