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Dispatch

Automates onboarding and cross-system wealth data

Enterprise Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • At least 5 years of Enterprise Account Executive experience in business-to-business software as a service.
  • A proven record of exceeding quota.
  • Startup experience, having joined a company no later than Series B or while it had fewer than 100 employees.
  • Training in MEDDPICC or MEDDIC, with disciplined qualification and forecasting.
  • Strong written and verbal communication skills, including comfort selling to senior executives and technical stakeholders.
  • A bachelor's degree is required.

Responsibilities

  • Drive the full sales process from prospecting through negotiation and close for enterprise accounts.
  • Build and manage a strong pipeline of opportunities within the assigned territory or vertical.
  • Qualify opportunities rigorously using MEDDPICC or MEDDIC methodology.
  • Develop account strategies that map buying centers, identify champions, and guide prospects through a complex evaluation.
  • Collaborate cross-functionally with Solutions, Product, and Customer Success to ensure seamless implementation and expansion.
  • Contribute to sales process improvements, messaging refinement, and go-to-market strategy as an early member of the revenue team.
  • Represent Dispatch professionally and precisely in every customer interaction.

Desired Qualifications

  • Experience selling products that move, transform, or orchestrate data, such as integrations, application programming interfaces, integration platform as a service, or data platforms.
  • Top-performer recognition for exceeding quota.

About the Company

Dispatch

Automates onboarding and cross-system wealth data

Dispatch streamlines wealth-management operations by ensuring data consistency across multiple systems and custodians and by automating core client-facing workflows. It connects and synchronizes data between a firm’s CRM, financial planning, billing, reporting, and document e-Signature tools, while handling automated client onboarding and account opening. The platform provides bi-directional syncing so changes in one system propagate to others, enabling faster transitions and fewer manual handoffs. This makes firms’ revenue-generating processes run more smoothly and at scale. Dispatch differentiates itself by offering end-to-end data alignment and cross-system, cross-custodian workflow automation rather than focusing on a single tool or siloed integration. The company’s goal is to help wealth management firms realize faster time-to-revenue and quicker asset-under-management growth—up to 70% more efficient transitions and up to 45 days faster AUM onboarding.

Company size
1-10
Company stage
Series A
Total funding
$32.9M
Headquarters
New York City, New York
Founded
2022

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