Senior Account Executive at Red Oak | Austin, TX, US | Rezi

Senior Account Executive at Red Oak

Senior Account Executive

Red Oak · Austin, TX, US

4 weeks ago

Senior Account Executive

Red Oak · Austin, TX, US

a month ago
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About the Role

This role offers high autonomy, ownership, and impact within a rapidly growing compliance tech company. You will own a defined territory of mid-market to enterprise accounts, running full-cycle sales from outbound prospecting through close, selling across an expanded product line.

Responsibilities

  • Own a defined territory and build pipeline across the full account list, using outbound sequencing tools, LinkedIn Sales Navigator, and call intelligence platforms
  • Run the full sales cycle — outreach, discovery, demo, negotiation, close — with minimal leadership involvement
  • Multi-thread complex, competitive deals across buying committees
  • Sell across Red Oak's expanded product portfolio, tailoring approach to account size and need
  • Use AI tools for account research, call prep, outreach personalization, and deal analysis
  • Maintain accurate pipeline and forecast discipline in Salesforce
  • Partner with team members on deal strategy and account coverage

Requirements

  • Full-cycle (outbound-to-close) Account Executive experience in SaaS, with a track record of self-sourcing and closing complex deals
  • Experience managing multi-threaded, competitive sales cycles, with a history of winning new business in SaaS
  • Real competitive-displacement experience — you know how to win a deal when someone else is already in the room
  • Proven territory and opportunity management, with a consistent and disciplined approach to forecasting and pipeline generation
  • Fluent with Salesforce, call intelligence tools (e.g., Gong), and outbound sequencing platforms
  • Comfortable working to a structured qualification methodology such as MEDDPICC
  • AI fluency in your sales workflow: using tools like Claude for prospecting, messaging, and call analysis
  • Sharp communicator who builds trust fast and navigates buying committees with confidence
  • Comfortable traveling roughly once a month for prospect and client meetings
  • Background selling into financial services or investment management (Desirable)
  • Compliance or RegTech SaaS experience (Desirable)

Skills

  • SaaS sales
  • Full-cycle sales
  • Outbound prospecting
  • Closing deals
  • Multi-threaded sales cycles
  • Competitive selling
  • Territory management
  • Opportunity management
  • Forecasting
  • Pipeline generation
  • Salesforce
  • Call intelligence tools (e.g., Gong)
  • Outbound sequencing platforms
  • MEDDPICC
  • AI tools for sales workflow (e.g., Claude)
  • Communication
  • Negotiation

Location

  • Remote
  • East Coast timezone preferred

Work Type

  • Remote
  • Full-time

Experience Level

  • Account Executive

Benefits

  • Equity Appreciation Rights
  • Comprehensive health coverage: medical, dental, and vision
  • 401(k) with a 3% company contribution
  • 20 days PTO annually, plus your birthday off and paid sick leave
  • Enhanced family leave
  • Life insurance

About the Company

  • Red Oak is the singular compliance platform for the financial services industry: content, review, distribution, and supervision working as one system.
  • Our vision: we become the compliance layer every Financial Services firm runs on.
  • Today, we serve 19 of the top 20 global asset managers across $62 trillion in AUM and 1,550+ regulated firms, including BlackRock, Vanguard, PIMCO, and Morgan Stanley.
  • We're one of the fastest-growing companies in compliance tech, with no direct holistic competitor covering our ground.