Enterprise Account Executive

Role Summary

The Enterprise Account Executive will own the sales process for targeted financial institutions in the wealth management industry, driving adoption of Moment’s best-in-class fixed income trading, portfolio management, and advisor workflow solutions. The role requires a motivated, self-starter with a proven track record of selling software or services to large financial institutions. The ideal candidate will be able to leverage their industry expertise and relationships to unlock opportunities and close deals.

Key Responsibilities

• Drive Sales Cycle: Manage the end-to-end sales process for large wealth management firms, from initial engagement and product demonstrations to solutioning, contract negotiation and closing, ensuring timely and successful deal execution.
• Product Expertise: Develop a deep understanding of Moment’s platform to effectively communicate its value proposition and technical capabilities.
• Tailor Workflow Solutions: Collaborate with clients to understand their fixed income trading, portfolio management, and advisory workflows, tailoring solutions to address pain points.
• Achieve Sales Targets: Consistently meet or exceed quarterly and annual sales quotas, accelerating Moment’s revenue growth.
• Market Intelligence: Stay informed on industry trends, competitor offerings, and regulatory changes in the fixed income space to position our solutions strategically.
• Cross-Functional Collaboration: Work closely with product and engineering teams to ensure client needs are met and feedback is incorporated into product development.
• Sales Administration: Maintain accurate records of sales activities, client interactions, and pipeline status in the company’s CRM system and produce customized sales collateral for prospects.

Qualifications

• Experience: 7 years of sales experience, with 2+years enterprise experience, preferably selling into large financial services firms.
• Proven Track Record: Demonstrated success in exceeding sales targets selling complex, high ACV software solutions.
• Self-Starter Mindset: Highly motivated, proactive, and able to work independently in a fast-paced startup environment.
• Solutioning Aptitude: Comfortable discussing complex software solutions, APIs, and integrations between multiple systems, with the ability to produce project scope documentation.
• Project Management Expert: Adept at running point on large scale projects.
• Passion for Innovation: Enthusiasm for thinking outside the box and developing new solutions for neglected industry problems or universally accepted analog workflows.
• Communication Skills: Excellent verbal and written communication skills, with the ability to present complex solutions clearly to diverse stakeholders.
• Travel: Willingness to travel as needed for client meetings and industry events (up to 50%).

Bonus Skills

• Fixed income knowledge across trading, portfolio management, and advisory workflows
• Existing relationships with executives at large wealth management firms
• Familiarity with custodial platforms (e.g., Fidelity, Schwab, Pershing)
• Understanding of third party SMA workflows
• Proficiency in Hubspot, Gong, and Notion