Sr. Account Executive (SaaS Sales)

Gridline is one unified platform for every stage of private market investing: evaluation, structuring, execution, administration, and reporting. Built from the ground up to bring public market standards to private markets, we architected a single, auditable system of record down to the core ledger rather than layering software over fragmented tools. By pairing structured data with intelligent automation across diligence, fund operations, and portfolio oversight, we replace manual workflows with real-time precision, empowering wealth advisors and fund managers to scale with confidence, clarity, and control.

Backed by an $18.5M Series A led by FINTOP, our team brings deep experience across enterprise technology and alternative investments to build the foundational layer the industry has always lacked. Together, we are creating the systems and structuring the data required to define the next generation of private market investing.

We are guided by a simple ethos: One Platform. One Team. Every Client. Working behind the scenes so our customers can lead from the front, we treat service as part of the product and raise the bar every day. Are you up to the challenge?

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).

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.

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 to bring public market standards to private markets.
• 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.

• Own It. See what can be better, understand why, and fix it. Take responsibility for outcomes from beginning to end. You have the trust and autonomy to act, so use it.
• Raise the Bar. Produce work that is accurate, complete, thoughtful, and polished. Exercise sound judgment and hold yourself to a high standard.
• Move with Urgency. Work hard on what matters most. Bring energy, resilience, speed, and responsiveness to customers and to the highest-priority problems.
• Understand Deeply. Master the work. Understand the customer, the problem, and why what you're doing matters to Gridline.
• Win Together. Share context, ask for help early, and give it freely. Make the people around you better, and measure success by what the team delivers.
• Keep Getting Better. Seek context, build new skills, ask for feedback, and act on it quickly. Grow as Gridline grows.

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.