高级客户经理（SaaS销售）
Sr. Account Executive (SaaS Sales)
关于公司
Gridline致力于重新定义私人市场的运作方式，使其更快速、更智能、更易访问。我们通过构建Turnkey Alternatives Management Platform（TAMP）树立了新的标准，帮助财富管理机构规模化运营私人市场项目。作为基于账本的记录系统，Gridline提供了一个单一的真实数据源，追踪整个投资生命周期，包括交易层，使RIA、家族办公室和私人银行能够在一处管理其私人市场业务。
我们的团队在企业技术和另类投资领域拥有深厚的经验，以构建行业一直缺乏的基础设施层。由FINTOP领投的1850万美元A轮融资支持，我们正在创建系统并结构化数据，以定义下一代私人市场投资。
你准备好迎接挑战了吗？
职位机会
我们正在寻找一位高级客户经理，负责在注册投资顾问（RIA）渠道中实现并扩大收入增长。作为一位资深的、承担配额的销售人员，您将负责执行Gridline的市场进入策略，完成新业务成交，并在私人市场生态系统中扩展现有客户。
这是一个面向外部的职位，要求有经验的销售人员，了解RIA如何购买作为核心引擎的技术，用于构建、推出、运营和管理私人市场产品。您必须能够应对复杂的利益相关者群体——包括CEO、CCO、CIO、COO和合伙人——将Gridline定位为长期平台合作伙伴，致力于他们的增长，而不仅仅是一个供应商。
此职位提供完全远程的工作灵活性，可在任何主要的美国都会区（不包括纽约市）工作，拥有无上限、开放的销售区域，让您从第一天起就能自由地建立、扩展并取得成功。
这是加入Gridline的绝佳机会，此时正处于转折点，直接向首席增长官（CGO）汇报。
我们提供...
- 影响力：加入一家处于高增长转折点的A轮金融科技公司。
- 使命驱动的工作：有能力革新私人市场领域并构建行业的基础设施层。
- 精英协作：一个紧密合作的团队，成员都是有经验的运营者和创业者，热衷于推动初创公司的发展。
- 所有权：一个高度自主的环境，鼓励您承担责任并解决复杂问题。
- 全套福利：具有竞争力的薪资
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About Us
Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place.
Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18.5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge?
The Opportunity
We are seeking a Sr. Account Executive to own and scale revenue growth within the Registered Investment Advisor (RIA) channel. As a senior, quota-carrying seller, you will be responsible for executing Gridline’s go-to-market motion, closing new business, and expanding existing accounts within the private markets ecosystem.
This is an externally facing role for an experienced seller who understands the specific nuances of how RIAs buy technology that serves as the core engine to build, launch, run, and manage private market vehicles. You must be able to navigate complex stakeholder groups - including CEOs, CCOs, CIOs, COOs, and Principals - positioning Gridline as a long-term platform partner committed to their growth rather than just a vendor.
This role offers fully remote flexibility across any major US metropolitan area (excluding NYC), with an uncapped, wide-open territory that gives you the freedom to build, scale, and succeed from day one.
This is an amazing opportunity to join Gridline at this inflection point, reporting directly to the Chief Growth Officer (CGO).
We offer...
- Impact: The opportunity to join a Series A fintech at a high-growth inflection point.
- Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer.
- Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups.
- Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems.
- Full Suite of Benefits: Competitive salary, equity, and flexible PTO, plus robust medical, dental, and vision coverage.
Gridline is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or any other characteristic protected by applicable law.
In this role you will...
- Drive Revenue: Own net-new and expansion revenue for your assigned territory, with full accountability for pipeline health, bookings, and deals won.
- Build Pipeline: Generate and advance a high-quality pipeline through strategic outbound prospecting, inbound opportunities, and your existing network of referrals.
- Close Complex Deals: Personally manage deals from discovery to contract execution, engaging with multiple C-suite stakeholders and decision-makers.
- Expand Accounts: Drive multi-product adoption across the Gridline platform to maximize customer lifetime value and territory revenue.
- Operationalize Growth: Maintain rigorous CRM discipline and partner closely with Marketing and Product teams to refine messaging and support demand generation.
- Represent the Brand: Act as a face of Gridline at industry events and client meetings, simplifying complex fintech concepts into clear value propositions for RIAs and their clients.
You have...
- Experience: At least 5 years of complex enterprise sales experience (ideally selling a fintech and/or wealthtech SaaS product to RIAs, family offices etc.).
- Ability to Travel: Ability to travel 15 - 20% within your assigned territory for client meetings and industry conferences.
- Education: Ideally a bachelor's or equivalent in a related field (finance, economics etc.).
- Location: This role is 100% remote within assigned territory with a strong preference for a major regional financial market.