iPipeline

Principal Account Executive (Wealth)

iPipeline$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of enterprise or strategic sales experience
  • Expertise in aligning internal strategy with client outcomes
  • Proficient in CRM and analytics for strategic insights
  • Advanced communication skills to influence senior stakeholders
  • Experience in handling complex, multi-stakeholder deals
  • Leadership in thought development and mentoring
  • Strong financial and commercial acumen

Responsibilities

  • Identify and pursue high-impact enterprise opportunities
  • Utilize AI insights for market evaluation and strategy
  • Lead negotiations and sustain executive client relationships
  • Drive significant revenue through enterprise sales pursuits
  • Design complex solutions aligned with client transformation goals
  • Provide insights and forecasts to senior leadership using data analytics
  • Collaborate across teams to implement cohesive account strategies

Benefits

  • Competitive compensation and benefits package
  • Opportunities for career growth
  • Employee stock purchase plan
  • 401(k) retirement plan
  • Generous time off and flexible work/life balance
  • Company-matched retirement contributions
  • Employee wellness program and awards recognition
Full Job Description
Overview

This is an office-based position.

Responsibilities

Job Summary:

  • The Principal Account Executive operates as a senior enterprise seller responsible for the organization’s most complex high-impact opportunities or accounts. Operating with minimal oversight, this role shapes long-term customer or market strategies, influences internal stakeholders, and drives substantial business outcomes.

 

Pipeline Development & Opportunity Creation:

  • Strategically identify and pursue enterprise‑level opportunities and new market entries with significant revenue impact.
  • Use AI‑driven insights to evaluate enterprise opportunity trends, assess deal and pipeline risk, and inform prioritization of high‑impact pursuits and market entry strategies.

 

Customer Engagement & Relationship Management:

  • Lead advanced negotiations and commercial / financial deal structure. Build and sustain executive‑level client relationships across enterprise organizations.

 

Sales Execution & Revenue Accountability:

  • Lead enterprise or multi‑year sales pursuits with significant revenue impact.

 

Solution Design & Value Creation:

  • Architect complex, customized solutions aligned with enterprise client transformation goals. Understand and articulate how the company solution integrates / complements a wider IT landscape.
  • Use AI‑enabled analysis to inform the design of complex, enterprise solutions by evaluating customer technology landscapes, transformation priorities, and value realization pathways.
  • Serve as an escalation point for complex customer situations.

 

Pipeline, Data, & Forecasting Management:

  • Provide advanced forecasting and strategic deal insight to senior leadership.
  • Use AI‑enhanced analytics to stress‑test pipeline assumptions and forecast reliability.

 

Cross‑Functional Collaboration & Influence

  • Collaborate with other Go To Market Team Members to create a "One Account Strategy" for each account. 
  • Coordinate product, legal, finance, implementation, and executive stakeholders. Influence roadmaps and priorities through customer insight.
  • Leverage AI‑based insights to synthesize customer feedback and market signals for internal teams.

 

Knowledge Development, Leadership, & Organizational Impact:

  • Act as a subject matter expert and internal advisor on complex sales and customer challenges.
  • Provide strategic input and recommendations to sales and go‑to‑market strategy through enterprise customer insight, complex deal experience, and market observation

 

Qualifications
  • Typically requires 10+ years of enterprise or strategic sales experience
  • Ability to align internal strategy to client outcomes
  • Advanced CRM and analytics proficiency to provide strategic insight, forecasting guidance, and advisory support to leadership
  • Advanced executive communication skills to influence and align senior stakeholders
  • Enterprise sales expertise and advanced negotiation skills
  • Demonstrated success leading complex, multi-stakeholder deals
  • Thought leadership and mentoring capability
  • Strong financial and commercial acumen

 

 

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.

 

About iPipeline

Industry
Founded
1995

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