Job Details

We've partnered with a growing Family Office platform that solves the core operation headache of data aggregation, portfolio reporting and workflow automations, allowing firms to run cleaner and faster with less manual effort. Due to rapid regional growth, they're seeking an experienced Account Executive.

In order to be considered for this position, applicants must be able to demonstrate commercial maturity, full‑cycle SaaS closing capability, and the ability to communicate value clearly to discerning buyers within the family office and private‑wealth ecosystem

Account Executive – Investment Data & Family Office SaaS

San Francisco, CA

The Position:

The appointed Account Executive will:

• Manage a steady pipeline of inbound opportunities from financially literate buyers
• Conduct tailored, outcome‑focused product demonstrations
• Guide prospects through a clear and transparent evaluation process
• Maintain discipline around forecasting, qualification, and CRM hygiene
• Partner closely with Customer Success to ensure seamless handover and long‑term client satisfaction

The Applicant:

Successful profiles will be expected to demonstrate:

• 5+ years sales experience in selling SaaS/ technology to family office or private wealth clients
• Commercial maturity, credibility and a proven ability to close full-cycle SaaS deals
• Experience engaging with investment-orientated audiences
• Confidence delivering structured demos to discerning, financially sophisticated buyers
• A disciplined sales approach grounded in preparation, tempo, and clarity
• Strong communication skills and an ability to simplify complexity
• A track record of meeting or exceeding quota in a B2B SaaS environment
• The gravitas to operate in a market that values discretion, accuracy, and trust

The Company:

Our client is an established WealthTech SaaS provider delivering a modern, data‑driven platform for family offices, private wealth managers, and investment advisory firms. The solution enables these organisations to consolidate complex financial data, streamline reporting, and operate with greater precision, transparency, and efficiency.

With a maturing product, a strong reputation in the private‑wealth ecosystem, and a consistent flow of high‑intent enquiries, the company is entering its next phase of commercial expansion. This appointment is a key hire within a disciplined, well‑run sales function.

With a strong, intent‑driven inbound engine and a highly resonant value proposition within the family‑office sector, this is one of the rare commercial roles where strong execution correlates directly with outsized reward.