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NI

Account Executive - Advisory Sales

Nitrogen
Sacramento, United StatesRemotefull_timeVerifiedPosted 5 Sept 2025
💰 $120,000/yr($55,000/yr$120,000/yr)

About the role

WHAT WE DO

Nitrogen has been revolutionizing how financial advisors and wealth management firms engage with their clients since the launch of Riskalyze in 2011. Today, Nitrogen offers an integrated client engagement software platform featuring risk tolerance, proposal generation, investment research, and financial planning tools designed to help firms and financial advisors deliver personalized advice. We invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and are the champions of the Fearless Investing Movement — tens of thousands of financial advisors are committed to our mission of empowering the world to invest fearlessly.

Nitrogen is an equal opportunity employer. We encourage people from underrepresented groups to apply. We are committed to being fair and intentional in our hiring decisions by reviewing every application thoroughly.

THE TEAM

The Advisor Direct team is responsible for selling our SMB size advisory firms. Average deal size will be between $3,000 and $4,000 and the average sales cycle will be 15-20 days.

WHAT YOU’LL BE WORKING ON

The Nitrogen Account Executive team is responsible for growing, developing, educating, cultivating and closing new investment advisors as customers for the Nitrogen product. We work closely together to make the technology disappear so that our customers can get back to what they’re good at: helping their clients.

  • Work with prospective customers by telephone and email, following up with them to answer questions, learn about their business and educate them on the capabilities of the product.
  • “Be the closer” - build a relationship with the prospective customer, learn their business objectives, convince them that Nitrogen can move the needle for them, and bring them aboard.
  • Our World class Marketing ORG will deliver weekly high valued leads to your pipeline, the goal is to convert them into Qualified Pipeline for your territory.
  • Effectively and independently distill and deliver the Nitrogen value proposition, demonstrating Nitrogen SaaS platform via online demos.
  • Develop into an industry expert in identifying customer ‘pain’ & helping to solve customer challenges.
  • Develop a sustained pipeline and close new business at or above quota.
  • Identify and qualify opportunities, pursue conversion of qualified leads to customer solutions with subscription-based revenue.
  • Negotiate pricing and contractual terms to close sales as required.
  • Responsible for maintaining SFDC to reflect an accurate pipeline and Forecast.
  • Responsible for meeting or exceeding departmental goals for sales quota.

Requirements

  • A minimum of 2 plus years of experience selling solutions in Software as a Service (SaaS) or Fintech industry is required.
  • NICE TO HAVE: Experience in the Fintech or Wealth Management industry.
  • A hunter that thrives on top of funnel activities.
  • Strong ability to learn new technology and ramp quickly.
  • Relentless work ethic & strong commitment to exceeding your goal.
  • Strong time management, organization, and decision-making skills are critical.
  • A strong business aptitude with proven success of net new logo sales in a fast paced environment.
  • A self-starter, results driven, motivated and ambitious drive with a ‘can do’ attitude.
  • Strong and demonstrated written, verbal and presentation skills
  • Work well in a high-energy, fast-paced and constantly changing environment.
  • Proactive work ethic – we’re not big on bureaucracy; we hold each other accountable and push ourselves to perform.
  • Adaptable – in an environment with much change, we can handle and do enjoy change.

The expected total compensation range for this position is $65k Salary plus $55k Incentive Compensation (Total OTE Compensation range $120k).

Lesser experience may result in lower compensation and greater experience may result in greater compensation than the stated range.

Benefits

Financial Benefits & Perks

  • 4% 401(k) Match. Our employees invest so much in our company and we love getting to invest in them. The company will match your contributions dollar-for-dollar, up to 4% of your total annual compensation.
  • Free Financial Planning Services. By working at a financial technology company, you get the benefit of fantastic financial advice. This is offered to all employees wanting expert guidance on how to handle their money.

Health & Family

  • Medical, Dental & Vision insurance plans. We want to help keep you (and your family) healthy! Comprehensive health insurance options for you & your family.
  • Health Savings Accounts (HSA) or Flexib

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Company

Nitrogen

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