Enterprise Account Executive

Role Summary

The Enterprise Account Executive will own the full sales cycle — from pipeline creation to close — for prospects within the financial services and wealth management markets. You’ll partner closely with our customer success organization to land and expand strategic accounts.

This role is for an experienced AE who can operate with autonomy, build repeatable processes, and close complex, multi-stakeholder enterprise deals.

YOU ARE

• Smart: Quick to learn, able to process complexity, and confident making judgment calls that advance deals.
• Execution Focused: Runs tight, strategic sales cycles with precision and urgency.
• Polished: Communicates with executive presence, clarity, and confidence.
• Entrepreneurial: Thrives in ambiguity, builds structure where none exists, and takes ownership end-to-end.

Responsibilities

• Drive the full sales process from prospecting through negotiation and close for enterprise accounts.
• Build and manage a strong pipeline of opportunities within your assigned territory or vertical.
• Qualify rigorously using MEDDPICC/MEDDIC methodology
• Develop account strategies that map buying centers, identify champions, and guide prospects through a complex evaluation.
• Collaborate cross-functionally with Solutions, Product, and Customer Success to ensure seamless implementation and expansion.
• Contribute to sales process improvements, messaging refinement, and go-to-market strategy as an early member of the revenue team.
• Represent Dispatch with professionalism and precision in every customer interaction.

Requirements

• 5+ years of Enterprise AE experience in B2B SaaS.
• Proven record of exceeding quota and earning top-performer recognition.
• Preferred: Experience selling products that move, transform, or orchestrate data (e.g., integrations, APIs, iPaaS, data platforms).
• Startup experience required — joined a company no later than Series B or with fewer than 100 employees.
• MEDDPICC or MEDDIC trained; disciplined in qualification and forecasting.
• Exceptional written and verbal communication skills; comfortable selling to senior executives and technical stakeholders.
• Bachelor’s degree required

About the Company

Dispatch helps financial advisors manage their client data. We are the first data orchestration company for the $80T advisory market – we collect, sync and maintain data across the advisory tech stack. Our platform orchestrates complex data workflows like automated onboarding, account opening and data syncing. We give advisors the power of an integrated tech stack with the choice to use whatever tools are best to run their business. We’re an experienced team of start-up operators with deep roots in both tech and industry. We've raised $30M+ from top-tier investors. You can learn more about us at www.dispatch.io.

Additional Information

WHY DISPATCH

• Ground-floor opportunity at a high-growth SaaS company backed by leading investors.
• Direct access to the leadership team and influence on GTM strategy.
• Competitive compensation with equity upside.
• A culture of excellence, trust, and speed — where great people do the best work of their careers.

Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.