Note: The job is a remote job and is open to candidates in USA. M62AI is hiring a Sales Executive to build qualified pipeline for its AI infrastructure serving wealth management firms. The role focuses on researching and engaging prospects, qualifying opportunities, refining outbound sales approaches, and sharing market insights with the team.
Responsibilities
- Identify and prioritize prospects. Build targeted account lists and outbound campaigns focused on RIA principals, family-office COOs, heads of operations, and other relevant decision-makers
- Understand each firm’s business. Research assets under management, operating models, technology stacks, custodial relationships, and potential challenges to develop informed outreach
- Start meaningful conversations. Create personalized outreach across email, phone, and LinkedIn that speaks to each prospect’s priorities and invites a substantive discussion
- Qualify and develop opportunities. Assess fit, explore business needs, and document stakeholders, priorities, and next steps to support a clear handoff to the founders or closing team
- Help build the outbound approach. Test account segments, messaging, channels, and outreach sequences; use what you learn to improve targeting and conversion
- Keep pipeline information reliable. Maintain accurate CRM records and track outreach effectiveness, qualified opportunities, and pipeline progression
- Bring market insights back to the team. Share recurring objections, competitive insights, and unmet needs to inform our positioning and product conversations
- Support broader pipeline development. Help turn inbound interest, content engagement, and event connections into qualified conversations as these channels develop
Skills
- Experience generating qualified B2B SaaS pipeline in sales development, business development, or a related role-- with proven track record of hitting and exceeding sales targets
- Experience selling into wealth management or financial services, with familiarity with RIAs, family offices, custodians, and the operational challenges these firms face
- A research-driven approach and the judgment to connect what you learn about a prospect to a relevant business conversation
- Strong written and verbal communication, including the ability to write clear, credible outreach and engage senior decision-makers
- Evidence of creating quality opportunities through thoughtful targeting, personalization, and consistent follow-through
- A builder's mindset and comfort with ambiguity. You can create structure where it doesn't yet exist, make thoughtful decisions with incomplete information, and adapt as priorities evolve
- Experience with a CRM such as Salesforce or HubSpot and familiarity with prospecting and sales engagement tools
- Curiosity about AI and how it can improve the way wealth management firms work
Benefits
- Highly subsidized healthcare
- Dental and vision insurance
- Generous paid time off
- Eligible roles may also receive equity compensation
- Eligible roles may also receive bonus compensation
Company Overview