Account Executive

Posted Jul 10


We’re looking for a result driven Account Executive to join our team, specializing in selling SaaS FinTech solutions to financial advisors. This role is ideal for a high-volume sales professional who thrives in a fast-paced environment.  The AE plays a pivotal role in driving sales activities within a designated territory, focusing on expanding eMoney's client base and promoting our cutting-edge products.


  • Driving net-new revenue through the entire sales process (prospect, pitch, and close sales of SaaS FinTech solutions to financial advisors)
  • Manage a high volume of sales leads and opportunities on a daily basis
  • Meet and exceed sales targets by consistently closing deals
  • Strategically pursuing sales opportunities through existing channels and markets
  • Leveraging existing customer relationships to drive additional revenues from Named Enterprise Accounts within their territory.


  • Bachelor's degree or equivalent work experience
  • 1-3 years of a proven track record successfully selling in the SAAS space (FinTech is a huge plus but not required)


  • Demonstrated success in achieving sales goals
  • Self-starter attitude with excellent communication, negotiation, organizational, and analytical skills

Join us in revolutionizing the FinTech industry and be part of a team that rewards innovation and goal achievement.

The salary range for this position is $48,000 - $71,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the eMoney commission program, retirement contributions, health insurance, sick leave, parental leave and paid time off.   

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it’s the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.