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Saphyre Linkedin · Posted 2mo ago

Account Executive - Broker Dealers

New York City, New York, United States

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Indexed description

Position Overview


Saphyre is seeking a disciplined Enterprise Account Executive to drive revenue growth within large broker-dealers and capital markets firms. This role owns the complete enterprise sales lifecycle and is accountable for pipeline creation, structured qualification, deal progression, and close. The AE will partner with a dedicated Product Sales & Strategy Lead (former broker-dealer executive) who will provide executive access and segment expertise.


This role requires deep experience selling complex software solutions into highly regulated broker-dealer environments.

Key Responsibilities


Strategic Account & Pipeline Development

  • Build and execute territory strategy for broker-dealer segment.
  • Generate qualified pipeline through outbound prospecting and strategic account mapping.
  • Leverage Product Sales & Strategy Lead relationships to create high-level entry points.
  • Maintain disciplined pipeline coverage and activity metrics.

MEDDICC-Based Sales Execution

  • Conduct rigorous discovery aligned to MEDDICC.
  • Validate economic impact and measurable business outcomes.
  • Identify and develop champions.
  • Understand regulatory, compliance, and risk-driven buying triggers.
  • Create mutual action plans and structured close strategies.

Enterprise Deal Management

  • Lead all client-facing deal activities.
  • Manage RFPs, vendor due diligence, InfoSec, architecture reviews, and procurement cycles.
  • Maintain forecast accuracy and deal transparency.
  • Move opportunities efficiently through stages with documented next steps.

CRM & Forecast Discipline

  • Maintain complete and accurate opportunity records in HubSpot.
  • Document MEDDICC fields, deal notes, next steps, and stakeholders.
  • Participate in structured weekly pipeline reviews.
  • Provide data-driven forecasts to leadership.

Qualifications

  • 7–12+ years of enterprise SaaS sales experience.
  • Experience selling into broker-dealers or capital markets firms strongly preferred.
  • Demonstrated use of MEDDICC or similar sales qualification methodology.
  • Proven track record managing long, complex enterprise sales cycles.
  • Experience navigating regulatory and compliance-heavy client environments.
  • Strong CRM hygiene and forecasting discipline.
  • Highly organized and execution-focused.

Why This Role Is Unique

  • Direct partnership with a former broker-dealer executive who brings built-in industry credibility.
  • Access to executive networks while owning process and execution.
  • Opportunity to sell mission-critical infrastructure solutions into major financial institutions.
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