Full-Time

Senior Account Executive

Enterprise Sales

Posted on 11/20/2024

SigFig

SigFig

51-200 employees

Financial technology for digital wealth solutions

Fintech
Financial Services

Compensation Overview

$140k - $180kAnnually

+ Incentive Compensation + Equity

Senior

Remote in USA

Candidates can be considered for employment in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Nebraska, Nevada, New York, New Jersey, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington, Wisconsin.

Category
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Requirements
  • 8+ years of experience in the Financial Services industry (Wealth Management, Retail Banking, and/or Insurance) with at least 4 in a closing role.
  • 2+ years of experience selling Fintech solutions.
  • Experience selling Wealthtech solutions, or selling to Wealth Managers.
  • Consistent track record signing 7-figure contracts with large financial institutions.
  • Wants to be an early AE in a growing company.
  • Understands how to build and manage a pipeline of 15-20 opportunities.
  • Ability to accommodate travel of 30%.
Responsibilities
  • Set the Strategy for Your Accounts: Collaborate with the Demand Generation team to identify your priority accounts and target personas.
  • Spend Time with Partners ... Not In the CRM - We are launching new product lines. Success will be achieved by spending time with prospective partners and iterating on your approach.
  • Paint a Vision - Engage our partners with a narrative on digital transformation and the opportunity to bring world-class fintech products to their customers.
  • Sign New Partnerships: Close new business through a sales process optimized for a 'land and expand' strategy.

SigFig develops financial technology that focuses on enhancing the customer experience in financial services. Their products include a modular ecosystem that features needs discovery, remote collaboration, and digital wealth solutions. These tools help financial institutions like UBS, Wells Fargo, and Santander to adapt quickly to changes in the market and offer better services to their clients. SigFig's offerings, such as SigFig Discover, SigFig Engage, and SigFig Digital Wealth, enable these institutions to provide consumers with the resources they need to meet their financial objectives. Unlike many competitors, SigFig emphasizes a customer-centric approach and partners with large financial organizations to generate revenue through service fees.

Company Stage

Series E

Total Funding

$109.4M

Headquarters

San Francisco, California

Founded

2006

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-10%

2 year growth

-10%
Simplify Jobs

Simplify's Take

What believers are saying

  • SigFig's partnerships with five of the largest financial institutions in the US and Canada provide significant growth opportunities and market validation.
  • The launch of new products like SigFig Engage and Discover positions the company for accelerated growth and increased market share.
  • Recognition as a top contender in the robo-advisor space underscores SigFig's competitive edge and industry leadership.

What critics are saying

  • The departure of key executives like Dan Mercurio could disrupt sales and partnership strategies, impacting growth.
  • Intense competition in the fintech and robo-advisory sectors may pressure SigFig to continuously innovate to maintain its market position.

What makes SigFig unique

  • SigFig's focus on enterprise financial technology and partnerships with major financial institutions sets it apart from other fintech companies that primarily target individual consumers.
  • The company's development of next-generation products like SigFig Engage and Discover demonstrates a commitment to innovation and addressing sophisticated financial advisory needs.
  • SigFig's ability to integrate digital tools into traditional banking processes, as evidenced by its partnerships with Santander, highlights its unique value proposition in the market.

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