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Nitrogen

All-in-one client engagement software for advisors

Strategic Account Executive - Partner Store

Account ExecutivePosted on Nov 13
Full-timeRemote in USA$90k - $100k

About the Job

Requirements

  • At least 5 years of SaaS solution-selling experience in a closing role, including at least 2 years selling to enterprise or strategic accounts.
  • A track record of closing complex, multi-stakeholder deals of $50,000 or more, with 3–9-month sales cycles and executive-level buyers.
  • Experience selling to or working within asset managers, insurance carriers, or comparable financial services firms, with familiarity with annuity and life products (FIA, RILA, MYGA, fee-based, and variable) and their distribution through IMOs, broker-dealers, wholesalers, and advisor marketing.
  • An existing network of contacts at asset managers and insurance carriers.
  • Experience guiding deals through compliance, legal, and procurement reviews at regulated institutions and negotiating custom contract terms.
  • Proven ability to self-generate pipeline in a named-account, top-of-funnel motion, and a history of winning net-new logos.
  • Ability to conduct value-based selling by linking a product to a buyer's business objectives and quantifying the impact.
  • Strong written, verbal, and presentation skills, including confidence presenting to C-suite and VP-level audiences.
  • Ability to learn new technology quickly and ramp quickly.
  • Comfort working in a fast-paced environment with little bureaucracy, where teammates hold each other accountable.
  • Willingness to travel 25% for industry events and customer meetings.

Responsibilities

  • Own the full sales cycle for asset managers and insurance carriers, from target-account strategy through close.
  • Build and run named-account plans for asset managers and insurance carriers, and generate at least 50% of personal pipeline through outbound outreach, industry events, and the employee's network.
  • Sell to multiple stakeholders, from distribution and marketing leaders to product, strategy, and C-suite sponsors, and build champions within each account.
  • Learn each prospect's distribution and advisor-engagement goals and show how the Partner Store and wider Nitrogen platform can help achieve them.
  • Lead executive-level discovery and online demonstrations of the Nitrogen platform and Partner Store, tailored to each account.
  • Guide deals through compliance, legal, and procurement review, and negotiate pricing and contract terms.
  • Manage sales cycles lasting 1–2 months for smaller asset managers and up to 9 months for larger asset managers, and keep Salesforce current so pipeline and forecasts remain accurate.
  • Work with Product, Marketing, and Customer Success to shape partner offerings and set up new partners for success.
  • Meet or exceed quota, with target deal sizes in the $20,000–$60,000 ARR range.

Desired Qualifications

  • Experience selling to advisors, wealth management firms, or broker-dealers, or experience at a fintech or wealthtech company.
  • A history of closing deals larger than the stated target range.

About the Company

Nitrogen

All-in-one client engagement software for advisors

Nitrogen provides an all-in-one client engagement software platform for financial advisors and wealth management firms. It combines risk-tolerance assessment, proposal generation, investment research, and financial planning tools to help firms deliver personalized, guidance-rich advice. The platform centers on the Risk Number, a metric built on a Nobel Prize–winning framework, enabling advisors to quantify risk preferences and tailor recommendations. Nitrogen differentiates itself through this integrated suite and its community-led Fearless Investing Movement, which brings tens of thousands of advisors together around the idea of investing without fear. The company’s goal is to help the world invest fearlessly by supporting advisors with a scalable, data-driven platform that consistently delivers personalized client experiences.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Auburn, CA
Founded
2011

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