Account Executive - Broker Dealers
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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