Enterprise Sales Executive

Conquest Planning endeavours to improve the speed, individualization, accuracy and ongoing evolution of modern financial plans to fit every family's financial needs across life's twists and turns. Leveraging artificial intelligence (we call it SAM) to deliver personalized and prioritized financial planning strategies that will help financial advisors and their clients see what possibilities exist for their financial future. We believe a goals-based approach to financial literacy, delivered through a human centered digital experience, will increase the number of people who can benefit from financial advice.

We were founded in Canada in 2018 and went live in market in January of 2021. Since that time, we have become the market dominant software provider for financial advice delivery in that market. Conquest serves the entire wealth continuum – from simple to complex.

We are growing fast and are seeking an Enterprise Sales Executive - US to join our dynamic team! This is a fully remote – work from home opportunity for a candidate living in the United States or Canada, with a track record of exceeding their targets as a technology salesperson and a strong preference for experience selling into US financial services.

The Enterprise Sales Executive - US, reporting to the EVP, North America Sales will have proven success selling large, complex deals within the enterprise software and/or SaaS markets.

• Own and exceed annual ARR quota for enterprise accounts ($1M+ deal sizes)
• Build and manage a robust pipeline (typically 3–4x quota coverage) through outbound prospecting, partner referrals, and inbound leads
• Accurately forecast revenue using MEDDIC/MEDDPICC or similar qualification frameworks
• Lead complex, multi-threaded sales cycles (6–18+ months) across large organizations with multiple stakeholders and buying committees
• Navigate C-suite and executive relationships to drive consensus and close
• Develop and execute detailed account plans for strategic target accounts
• Structure, negotiate, and close enterprise agreements including MSAs, SLAs, and custom contract terms
• Collaborate with Legal, Finance, and Deal Desk to manage complex commercial negotiations

• Degree in business, technology, or related discipline. Licensing related to the financial industry a plus.
• 10+ years of experience in B2B technology sales
• Proven record of exceeding sales targets, building customer champions and closing large enterprise deals
• Experience working with senior executives on transformational business initiatives
• Demonstrable experience in sales, developing client-focused, differentiated, and achievable solutions.
• Connected in the industry with a strong personal/professional reputation and ability to build and maintain lasting relationships with key external stakeholders.
• Experience selling to financial services or regulated markets.
• Ability to work in a fast-paced, dynamic environment.

• An inclusive culture comprised of extremely talented individuals.
• A leadership team with a proven track record of success.
• The opportunity to join an innovative company as it expands across the globe.
• Competitive compensation and generous benefits.

We thank all applicants for their interest. Only those invited for an interview will be contacted.

Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact human.r .

Strategic Advice Manager® is a registered trademark of Conquest Planning Inc.