Now Hiring - David Joseph & Company - SMB Account Executive in San Francisco, CA

Full description of the position

About the Company We're a growth-stage decision-intelligence software company for wealth management, unifying risk, compliance, and investment strategy in one platform so financial advisors can run smarter practices without the manual work. We have real product-market fit, roughly $3M in ARR and a clear path to $10M, in a $100B+ market of independent RIAs and wealth-management firms across the U.S. It's a small, low-bureaucracy team where high performers help shape the playbook they build. Founded 2[please apply online] people Industry: FinTech WealthTech The Role Own the full sales cycle for smaller RIA and wealth-management firms (roughly 1049 advisors) the widest and highest-volume part of the market in a fast, high-velocity, full-cycle motion. Run consultative discovery to surface each firm's real compliance and growth pain, build tailored pricing proposals, and close 60120 day cycles. You'll report to the Head of Sales and have a direct hand in proving the repeatable SMB playbook the team scales. What you'll be doing

• Full-cycle ownership of SMB opportunities, from qualified lead through signed contract, for firms with 1049 advisors
• Consultative discovery that surfaces each firm's real compliance and growth pressure points
• Managing a high-volume, accurately forecasted pipeline of 1525+ active deals in HubSpot
• Building pricing proposals tailored to each firm, with proactive upsell into multi-product deals
• A clean handoff to Customer Success on every closed deal Sales stack: HubSpot (primary CRM). Bonus tooling: Outreach, Gong, LinkedIn Sales Navigator, Apollo.

Requirements

• 2+ yrs wealth management/fintech sales
• 1+ yr full-cycle SMB SaaS closing
• 90%+ quota attainment (documented)
• HubSpot / CRM proficiency
• U.S. timezone availability Green Flags
• Track record running a high-volume pipeline (15-25+ concurrent deals) without letting deals go idle
• Speaks the language of RIAs, custodians, compliance, and fiduciary duty fluently and credibly
• Advances deals through clear micro-commitments and fast follow-up turnaround
• Comfortable operating without a polished playbook at a small, growth-stage company
• Debriefs lost deals honestly and shows measurable skill growth over time Red Flags
• Only enterprise or long-cycle (9-month+) closing experience, no SMB velocity background
• Needs a mature, fully built-out playbook to perform
• No RIA or wealth-advisor domain exposure
• Cannot manage 15-25 concurrent deals with disciplined follow-up
• Seeking a low-intensity, low-accountability environment Why Join
• Real traction (~$3M ARR, path to $10M in a $100B+ market) early enough to shape the playbook
• Uncapped commission with accelerators for over-performance (OTE $100K$140K)
• Direct access to the Head of Sales and CEO; low bureaucracy, high ownership
• Fully remote, U.S.-based team; unlimited PTO; health benefits Details
• Location: Remote (U.S.); hubs Philadelphia, PA Austin, TX Denver, CO
• Work policy: Fully remote, U.S.-based team

Compensation

: Base $50,000$70,000 + uncapped commission (OTE $100,000$140,000) + equity

• Visa sponsorship: None available
• Employment type: Full-time