Account Executive • Senior

Who you are

You have a proven track record as an Account Executive with 5+ years of experience in the financial services or wealth management sectors — you've successfully navigated complex sales cycles and built strong relationships with enterprise clients. Your expertise in sales methodologies, particularly MEDDPICC/MEDDIC, allows you to qualify opportunities rigorously and develop effective account strategies.

You thrive in a collaborative environment, working closely with cross-functional teams including Solutions, Product, and Customer Success — your ability to communicate effectively ensures seamless implementation and expansion of accounts. You are results-driven and can operate autonomously, demonstrating a strong sense of ownership over your sales pipeline.

Desirable

Experience in data orchestration or advisory technology is a plus, as is familiarity with the advisory tech stack. You are comfortable with data-driven decision-making and have a knack for identifying champions within organizations to facilitate the sales process.

What you'll do

As the Senior Account Executive at Dispatch, you will own the full sales cycle from prospecting to negotiation and closing for enterprise accounts. You will build and manage a robust pipeline of opportunities within your assigned territory, ensuring that you qualify leads effectively and develop tailored account strategies. Your role will involve collaborating with customer success to land and expand strategic accounts, ensuring that clients receive the best possible service and support.

You will contribute to the development of repeatable sales processes that enhance efficiency and effectiveness across the sales team. By mapping buying centers and guiding prospects through complex evaluations, you will play a crucial role in driving revenue growth for Dispatch. Your ability to work with multiple stakeholders will be key to your success in this position.

What we offer

Dispatch provides a dynamic work environment where you can make a significant impact in the financial advisory space. We offer competitive compensation and benefits, along with opportunities for professional growth and development. Join us in transforming how financial advisors manage their client data and experience the satisfaction of being part of a pioneering team in the advisory tech industry.