Docupace is seeking a results-driven Field Account Executive to grow our presence among mid-tier and regional wealth management firms. This hybrid, field-focused role will drive new business, customer renewals, account growth, and expansion through strong relationship building and in-person client engagement

Summary of Position:

We’re seeking a top-tier Field Account Manager to own mid-tier and regional wealth management firms across a defined territory. This role is responsible for net-new logo acquisition, customer renewals, account growth, and commercial expansion through upsell and cross-sell, with a strong emphasis on in-person customer meetings, conferences, and relationship building.

This is a high-impact hybrid role for a seller who thrives in the field, builds deep customer relationships, and can manage hunting, renewals, and farming with precision. The ideal candidate brings executive presence, strong territory planning, and the discipline to move complex deals forward while protecting and expanding the existing customer base.

WHAT YOU WILL DO

• Own the full sales cycle for net-new logo opportunities from SQL through executed contract, while also managing customer renewals and expansion opportunities within assigned accounts.
• Manage and grow a portfolio of assigned accounts through renewal execution, upsell, cross-sell, and ongoing commercial account planning.
• Build territory plans and target account strategies for mid-tier and regional wealth management firms.
• Conduct in-person customer meetings, executive briefings, and onsite discovery sessions.
• Represent the company at conferences, industry events, and field activities roughly 35% of the time.
• Lead discovery, demonstrations, proposal development, negotiation, and close.
• Build multi-threaded relationships across economic buyers, operators, champions, and technical stakeholders.
• Partner with Solutions Consultants, SDRs, Customer Success, and Delivery to support the full customer journey.
• Maintain accurate Salesforce data, forecast visibility, and disciplined pipeline management.

WHAT YOU BRING

• 5+ years of B2B SaaS sales experience with a strong record of exceeding quota.
• Experience selling into wealth management, financial services, or similarly complex B2B environments.
• Ability to balance new-logo hunting, customer renewals, account management, and expansion in one territory.
• Strong relationship-building skills and confidence leading in-person meetings with senior stakeholders.
• High business acumen, strong negotiation skills, and a consultative selling style.
• Proven ability to manage multiple opportunities and drive disciplined pipeline execution.
• Executive presence, professionalism, and a strong bias for action.

PREFERRED QUALIFICATIONS

• Prior experience selling wealthtech, fintech, regtech, or enterprise SaaS solutions.
• Experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms.
• Familiarity with MEDDPIC, Challenger, or another structured enterprise sales methodology.
• Existing network in wealth management or financial services technology.

HOW SUCCESS IS MEASURED

• Annual new-logo, renewal, and expansion ARR quota attainment.
• Territory pipeline coverage and forecast accuracy.
• Win rate across target accounts and qualified opportunities.
• Renewal retention and expansion performance within assigned accounts.
• Quality and consistency of in-person customer engagement and field presence.

Physical Demands and Working Conditions:

· Sit – Frequent

· Stand- Occasional

· Walk - Frequently

· Lift/Carry 0-20 pounds – Occasional

· Lift/Carry over 0-20 pounds - Occasional

· Kneel/crouch, bend and /or stoop repeatedly - Occasional

Reasonable Accommodations:

Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.

Disclaimer:

The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.

Docupace is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. We are committed to the principle of equal employment.