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About the Role
As a Founding Mid-Market Account Executive, you will be the first representative building our mid-market sales motion from the ground up. You will sell directly to insurance brokers, wealth managers, and similar regulated financial services firms, understanding their compliance needs and complex products. You will manage the entire sales cycle, including prospecting, discovery, demos, and closing, without an established playbook or SDR support. Leverage your SaaS sales experience to develop the outbound strategy, sales process, and ideal customer profile for Evolo's mid-market segment. Collaborate with founders to inform pricing, messaging, and product priorities, establishing standards for future hires.
Responsibilities
- Own the full mid-market sales cycle end to end, from outbound prospecting through discovery, demo, negotiation, and close
- Build and refine Evolo’s mid-market ideal customer profile, targeting insurance brokers, wealth managers, and similar regulated firms
- Generate your own pipeline through outbound prospecting, since there is no SDR team or inbound engine to hand you leads yet
- Partner with the founders to shape pricing, packaging, and messaging based on what mid-market buyers actually respond to
- Stand up the CRM, forecasting, and sales process that every mid-market rep hired after you will run on
- Coordinate with product and engineering to translate field feedback into the roadmap, ensuring Evolo builds what mid-market buyers need next
- Represent Evolo at industry events and broker and advisor networks, building the relationships that turn into pipeline over time
Requirements
- Track record of quota attainment as a full-cycle B2B SaaS account executive, closing deals without inherited pipeline or an SDR team behind you
- Experience selling to regulated or compliance-sensitive buyers such as insurance brokers, wealth managers, or financial services firms, translating complex product value into terms they trust
- Comfort running a fast, multi-stakeholder sales cycle, moving a deal from first call to signature in weeks rather than quarters
- Outbound prospecting discipline, building your own pipeline against a defined ideal customer profile rather than working inbound leads
- CRM and sales-tooling fluency such as Salesforce or HubSpot, keeping pipeline and forecasting accurate without an operations team behind you
- Consultative discovery skills that surface a buyer’s real workflow and budget owner, not just their stated pain point
- Startup instincts over enterprise-process instincts, since there is no ramp deck, marketing engine, or sales floor to lean on here
Skills
- Full-cycle B2B SaaS account executive
- Selling to regulated or compliance-sensitive buyers
- Fast, multi-stakeholder sales cycle management
- Outbound prospecting
- CRM and sales-tooling fluency (Salesforce, HubSpot)
- Consultative discovery
- Startup instincts
Experience Level
- Founding-team seat
About the Company
- Evolo is buyer-side AI that enables companies to provide their best guided journey directly to buyers 24/7 at their own pace. The company shapes the narrative, and the buyer commands the journey, generating first-party, declared intent data. Evolo has successfully transitioned from pilot to production, with four major financial institutions currently using and expanding their partnerships with the platform. The company is backed by Portage and Golden Ventures and is experiencing significant growth. Evolo is creating a new category of AI for product & offer education aimed at doubling conversion rates. This is a founding-team opportunity to shape the growth foundation, product, culture, and standards of the company.