About Asseta AI

Asseta AI is an accounting centric platform purpose built for family offices.  Our flagship platform, The Intelligent Family Office Suite™, enables family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

Our Vision

Our mission is to empower family offices to achieve financial excellence through an intuitive, enterprise-grade software and expertise. We aim to simplify complex wealth management, accounting, foster transparency, and ensure data security. At Asseta, we are dedicated to continuous innovation and providing unwavering support for our clients’ wealth preservation and growth.

<aside> 👉 Reporting to: CEO

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<aside> ⚙ Team: Sales

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<aside> 🗣 Required: 3+ years of experience

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<aside> 📍 Location: New York City

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About the Role

Asseta is seeking an Account Executive to report to our CEO.  You’ll be on the front lines of growth introducing family offices and private investment firms to a modern way of managing their accounting and reporting operations. You’ll own the full sales cycle, from initial outreach and discovery through close, partnering closely with prospects to understand their financial workflows, challenges, and goals.

Responsibilities

• Own the full sales cycle**,** from prospecting and discovery through demos, proposals, and contract negotiation.
• Build and manage a robust pipeline of qualified opportunities across target family offices, investment firms, and multi-entity financial organizations.
• Conduct deep discovery sessions to understand client pain points, accounting processes, and strategic goals.
• Deliver tailored product demonstrations**,** showcasing how the platform solves real-world accounting challenges and drives measurable ROI.
• Maintain accurate forecasts and pipeline data in the CRM, providing visibility to leadership and driving predictable revenue.
• Develop strong relationships with key decision-makers, influencers, and end users, serving as a trusted advisor on accounting technology modernization.

What We're Looking For

• 3–6 years of experience in SaaS sales, preferably in accounting, fintech, ERP, or financial software.