About Asseta

Asseta is an AI-native operating system purpose-built for UHNWIs, family offices, and RIAs, with over $100B in assets on platform. Our flagship product, 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 mission is to empower family offices to achieve financial excellence through intuitive, enterprise-grade software and expertise. We simplify complex wealth management and accounting, foster transparency, and ensure data security, delivering unwavering support for our clients' wealth preservation and growth.

The Opportunity

Asseta is seeking an Account Executive to report to our Head of Sales. 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.

As an Account Executive, You Will

• 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

Qualifications

• 3–6 years of experience in SaaS sales, preferably in accounting, fintech, ERP, or financial software
• Strong understanding of accounting and financial workflows; experience selling to or working with CPAs, controllers, or CFOs is a major plus
• Experience selling to, working with, or building relationships with family offices or private investment firms a strong plus
• Experience running complex, multi-stakeholder sales cycles with long evaluation periods and multiple decision-makers
• Proficiency with HubSpot and comfort using sales enablement and analytics tools

Compensation and Benefits

Asseta offers competitive compensation along with a benefits package that includes: