Principal Sales Account Executive (BGA Channel)

Responsibilities

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

Essential Job Functions

Pipeline Development & Opportunity Creation Strategically identify and pursue enterpriselevel opportunities and new market entries with significantrevenue impact. Use AIdriven insights to evaluate enterprise opportunity trends, assess deal and pipeline risk, and informprioritization of highimpact pursuits and market entry strategies.

Customer Engagement & Relationship Management Lead advanced negotiations and commercial / financial deal structure. Build and sustain executivelevel customer relationships across enterprise organizations.

Sales Execution & Revenue Accountability Lead enterprise or multiyear sales pursuits with significant revenue impact.

Solution Design & Value Creation Architect complex, customized solutions aligned with enterprise customer transformation goals. Understand and articulate how the company solution integrates / complements a wider IT landscape. Use AIenabled analysis to inform the design of complex, enterprise solutions by evaluating customertechnology 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 AIenhanced analytics to stresstest pipeline assumptions and forecast reliability.

CrossFunctional Collaboration & Influence Collaborate with other Go To Market Team Members to create a "One Account Strategy" for eachaccount. Coordinate product, legal, finance, implementation, and executive stakeholders. Influence roadmaps and priorities through customer insight. Leverage AIbased 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 gotomarket strategy through enterprisecustomer insight, complex deal experience, and market observation. All other duties as assigned

Qualifications

 Ability to align internal strategy to customer outcomes Advanced CRM and analytics proficiency to provide strategic insight, forecasting guidance, and advisorysupport 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

 Industry Knowledge: Possesses advanced knowledge of the wealth management industry, includingfintech innovation, digital advisory trends, and evolving regulations. Deeply familiar with how broker-dealers, RIAs, financial advisors, custodians, and TAMPs operate, how their business models arechanging, and what pressures they face. Uses this to zero in on the highest-value prospects and workthrough complex buying structures. Has strong command of core client workflows like account opening,advisory processes, and annuity order entry, and can pinpoint where clients struggle operationally andclearly explain how Company's platform solves those problems. Pulls together industry, channel, andproduct knowledge to build tailored deal strategies that speak directly to what each prospect cares about.Drives new business by turning deep expertise into clear, compelling reasons to buy.

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 6 all in a creative, fast-growing, and innovative company.