Enterprise Account Executive

The role

The Enterprise Account Executive will own the full sales cycle for prospects in financial services and wealth management markets. You will partner with customer success to land and expand strategic accounts.

What you will do

• Drive the full sales process from prospecting through negotiation and close for enterprise accounts.
• Build and manage a strong pipeline of opportunities within your assigned territory or vertical.
• Qualify rigorously using MEDDPICC/MEDDIC methodology.
• Develop account strategies that map buying centers, identify champions, and guide prospects through a complex evaluation.
• Collaborate cross-functionally with Solutions, Product, and Customer Success to ensure seamless implementation and expansion.
• Contribute to sales process improvements, messaging refinement, and go-to-market strategy.
• Represent Dispatch with professionalism and precision in every customer interaction.

Required qualifications

• 5+ years of Enterprise AE experience in B2B SaaS.
• Proven record of exceeding quota and earning top-performer recognition.
• Startup experience required — joined a company no later than Series B or with fewer than 100 employees.
• MEDDPICC or MEDDIC trained; disciplined in qualification and forecasting.
• Exceptional written and verbal communication skills.
• Comfortable selling to senior executives and technical stakeholders.
• Bachelor’s degree required

Nice to have

• Experience selling products that move, transform, or orchestrate data (e.g., integrations, APIs, iPaaS, data platforms).

Benefits

• Ground-floor opportunity at a high-growth SaaS company backed by leading investors.
• Direct access to the leadership team and influence on GTM strategy.
• Competitive compensation with equity upside.

About the company

Dispatch helps financial advisors manage their client data. They are a data orchestration company for the advisory market that collects, syncs and maintains data across the advisory tech stack.