Job Description

Fully remote | US only | Reports to the Commercial Business Lead

Conquest improves the speed, individualization, accuracy and ongoing evolution of financial plans so they fit every family's needs across life's twists and turns. Our Strategic Advice Manager® (SAM), an AI expert system, delivers personalized and prioritized financial planning strategies. These strategies help financial advisors and their clients see what's possible for their financial future. We believe a goals-based approach to financial literacy, delivered through a human-centered digital experience, increases the number of people who can benefit from financial advice. We were founded in Canada in 2018 and went live in market in January 2021. Since then, we've become the market-dominant software provider for financial advice delivery in Canada. Conquest serves the entire wealth continuum — from simple to complex.

We're growing fast and seeking a Mid-Market Account Executive - US to join our team. This is a fully remote, work-from-home opportunity for a candidate living in the United States. You'll need a track record of exceeding targets in technology sales, and we strongly prefer experience selling into US financial services.

The Mid-Market Account Executive - US reports to the Commercial Business Lead. You'll bring a track record of meeting or exceeding quota selling SaaS to mid-sized organizations.

Duties of the role include:

• Own and exceed an annual ARR quota for mid-market accounts ($50K–$250K 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 MEDDPICC or a similar qualification framework (training provided)
• Lead multi-threaded sales cycles (typically 3–6 months) with multiple stakeholders
• Build relationships with firm owners, principals and senior leaders to drive consensus and close
• Develop and execute account plans for priority target accounts
• Negotiate and close agreements using standard terms and pricing
• Partner with the Commercial Business lead and our solutions and legal teams on pricing and contract questions

Qualifications required:

• Degree in business, technology or a related discipline. Licensing related to the financial industry is a plus.
• 3–7 years of B2B SaaS sales experience, including time in a closing role
• Proven record of meeting or exceeding quota and building customer champions
• Confidence engaging senior decision-makers
• Demonstrable experience developing client-focused, differentiated and achievable solutions
• Experience selling to financial services or regulated markets preferred
• Network in the financial services industry a plus
• Coachable, curious and eager to grow
• Ability to work in a fast-paced, dynamic environment

What to expect:

• An inclusive culture made up of extremely talented people
• A leadership team with a proven track record of success
• Hands-on coaching and a clear path to grow your career
• The opportunity to join a fast-growing company as it expands across the globe
• Competitive compensation and generous benefits

How to apply

We're excited to learn about you and want to give you the chance to set yourself apart. Along with your resume, send us a personalized cover letter, email or video that covers:

• Why you're interested in this job, the fintech industry or any other reason you'd like to work with us

Next steps:

If this opportunity interests you, please apply to the Mid-Market Account Executive – US job posting via Bamboo or email human.resources@conquestplanning.com. Posted until successfully filled.

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.resources@conquestplanning.com.

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