LATAM SMB Account Executive

The SMB Account Executive (LATAM) is a closing-focused individual contributor responsible for converting qualified opportunities into closed-won revenue with small-business RIA and wealth-management firms. This is the smallest, highest-velocity, most transactional new-logo tier ($2.5K–$25K ACV). Leads come from marketing, the Target Account Development Representative, and the Head of Sales. The AE owns the deal from qualified opportunity through close, running discovery, quoting, handling objections, and managing the relationship through contract signing, at the shortest cycles and highest deal volume of any AE seat.

This is a Latin America-based contractor seat selling to US customers, so native or near-native spoken and written English is required. It is sourced from the B2B SaaS market: the priority is a proven high-velocity B2B SaaS closer who has carried a transactional new-logo quota.

This role works with the Solutions Consultant when a deal needs deeper technical proof, but at SMB size the AE owns the relationship, deal, quote, and close and typically handles the standard demo without dedicated Solutions Consultant support.

What You’ll Own

The full sales cycle from qualified opportunity to signed contract for small-business advisory firms ($2.5K–$25K ACV)

The highest deal volume and fastest cycle times of any AE seat; throughput and consistent conversion are the job

A clean, accurate HubSpot pipeline with disciplined stage progression, next steps, and realistic close dates

Standardized quotes and proposals turned around quickly based on firm size and product fit

Efficient, trust-based relationships with decision-makers at target firms through consultative, discovery-led engagement

Standard demos run independently, pulling in the Solutions Consultant only when a deal needs deeper technical proof

Clean handoffs to the Customer Success Manager at deal close so onboarding starts with full context