The Role
Own full-cycle hunting sales to wealth management firms: build pipeline, run discovery and demos, negotiate multi-stakeholder deals, and close net-new partnerships. Maintain forecasting and CRM hygiene, collaborate with customer success and product teams, represent the company at industry events, and contribute sales playbooks and field insights.
Summary Generated by Built In
Datalign is an AI-native organic growth partner for wealth management firms. Since launching from Cambridge's innovation hub in 2022 with Link Ventures as our lead investor, we've helped over 100,000 Americans with more than $80 billion in potential client assets connect with 13,000 trusted advisors. Our platform uses AI to connect advisors with high-intent consumers and unlock new opportunities, and our modular suite of organic growth solutions is purpose-built for Registered Investment Advisors (RIAs).About the RoleWe're looking for a Senior Account Executive to source, pursue, and close net-new partnerships with wealth management firms. This is a full-cycle hunting role: you'll build your own pipeline, run discovery, navigate multi-stakeholder buying processes, and carry deals from first conversation to signed agreement. You'll operate at the front lines of a major shift in how financial advisors grow their businesses. We're a lean, high-velocity team, which means real autonomy, broad scope, and a direct hand in shaping how we sell, what we prioritize, and how we win. You'll bring analytical rigor to how you prospect, position, and negotiate, and partner with product, marketing, and analytics to turn field insight into competitive advantage. Datalign is based in Cambridge, MA. We have a hybrid policy, but for this role we're flexible on where you work and how often you're in the office, as this role involves regular travel to partners, prospects, and industry events.What You'll DoHunting & Full-Cycle Sales
- Identify and engage high-fit wealth management firms from first contact to signed partnership.
- Own the full sales cycle for net-new accounts: discovery, demos, proposals, negotiation, and close. You will structure and negotiate agreements from first conversation to launch.
- Develop and execute plans that align Datalign's value proposition to each firm's growth priorities.
- Lead complex deals involving C-suite, finance, compliance, and operations stakeholders.
- Build and manage a strong pipeline, maintaining accurate forecasting and disciplined stage progression.
- Become an expert in the financial advisory industry to identify strong-fit prospects and speak credibly to their growth priorities.
- Collaborate with our Customer Success team on smooth onboarding and handoffs.
- Contribute field insight to inform product roadmap.
- Represent Datalign at industry events and with key prospects.
- Partner with leadership to set quarterly targets and forecasts, and help shape our sales playbooks and objection-handling approaches.
- A true hunter: comfortable initiating cold outreach and working with C-suite and senior decision-makers.
- 7+ years of B2B SaaS or fintech sales experience, with a track record of sourcing and closing net-new business.
- Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6–12+ months) with ACV of $100K+.
- Command of a modern sales methodology (MEDDIC, Challenger, or equivalent).
- Strong pipeline management, forecasting discipline, and CRM hygiene (Salesforce or equivalent).
- Comfortable with financial modeling, forecasting, and translating data into a clear commercial narrative.
- Comfortable in a fast-paced, flat environment; results-driven and eager to contribute.
- Experience selling to financial services firms.
- Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
- Industry experience in fintech, marketplaces, or performance-based marketing.
- Familiarity with compliance and procurement processes in regulated financial services environments.
- Deep understanding of financial advisory growth drivers.
- Salary Range: $135–150K + generous commission package.
- Medical, dental, and vision insurance
- Flexible paid time off
- 401(k)
- Resume highlighting your net-new sales and closing achievements.
- Cover Letter on why you're excited to join a fintech startup and how your background translates to hunting and closing partnerships.
- AI Enhancement Paragraph: A short paragraph (150–250 words) on how you'd use AI tools to sharpen your prospecting, partner insights, pricing, and deal strategy, including where AI adds value and where its boundaries are.
Skills Required
- Comfortable initiating cold outreach and working with C-suite and senior decision-makers.
- 7+ years of B2B SaaS or fintech sales experience with a track record of sourcing and closing net-new business.
- Demonstrated track record of consistently exceeding quota in complex, multi-stakeholder sales cycles (6-12+ months) with ACV of $100K+.
- Command of a modern sales methodology (MEDDIC, Challenger, or equivalent).
- Strong pipeline management, forecasting discipline, and CRM hygiene (Salesforce or equivalent).
- Comfortable with financial modeling, forecasting, and translating data into a clear commercial narrative.
- Able to work in a fast-paced, flat environment; results-driven and eager to contribute.
- Experience selling to financial services firms.
- Experience selling lead-generation, marketing automation, or AI-powered products to financial advisors.
- Industry experience in fintech, marketplaces, or performance-based marketing.
- Familiarity with compliance and procurement processes in regulated financial services environments.
- Deep understanding of financial advisory growth drivers.
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The Company
What We Do
Datalign Advisory is a Cambridge-based fintech company that operates an AI-powered matching platform connecting consumers with vetted Registered Investment Advisors. The company provides lead generation and growth support for the wealth management industry, helping individuals find suitable financial advisory firms based on their specific goals and preferences. Its mission is to ensure all Americans have access to professional financial advice.
