Enterprise Account Executive - Managed Investment Funds

Two of the twenty largest managed investment funds by AuM use AutoRFP.ai. There’s a pipeline of six figure contracts and greenfield accounts to prospect. Your mission: Win the vertical.

AutoRFP.ai automates how enterprise teams respond to RFPs, due diligence questionnaires, and compliance requests. Built model-agnostic from day one, deployed across 44 countries, growing 15% monthly, profitable, and bootstrapped.


Position Summary

We're looking for an Enterprise Account Executive to:

  • Drive new business into investor relations directors, fund operations executives, DDQ professionals, and compliance leads at managed investment funds globally

  • Source 50% of your own pipeline through outbound prospecting (steak dinners, events, networking, whatever works). This is a hunter role, not an order-taker seat

  • Become the face of AutoRFP.ai in financial services, including regular travel to financial hubs like New York, Toronto, and London


Your Mission: Win the vertical

Managed investment funds are our largest growth vertical. The buyers are sophisticated, the sales cycles are considered, and the contracts are significant (six figure++). You'll be selling a platform that eliminates one of the most painful, repetitive processes in fund operations to incredibly talented buyers and sophisticated companies.

You'll be supported by a team with a strong track record of closing six-figure contracts and an implementation team ready to onboard accounts from day one. We have logos, traction, now we’re doubling down, the pipeline is yours to build. Half your opportunities will come from your own outbound efforts: cold outreach, events, steak dinners, industry relationships, whatever gets you in the room with the right people.

If you have a background in asset management and you've been waiting for the right moment to move into AI sales, this could be that moment. If you're already selling software into financial services and want to join something earlier-stage with uncapped upside, even better.


In your first month you can expect to:

  • Get deep into the product and understand how fund operations teams use AutoRFP.ai for DDQs, RFPs, and compliance workflows

  • Study our existing fund clients to understand what made those deals happen and what the expansion opportunities look like

  • Begin your outbound target account list and prospecting motion

  • Starting running online demonstration of AutoRFP.ai to target prospects


In your first three months you can expect to:

  • Have active pipeline with qualified opportunities across multiple fund accounts

  • Be managing full sales cycles from first touch to close

  • Travel to at least one financial hub to meet prospects and build relationships in person

  • Close your first deals in the vertical


In your first six months you can expect to:

  • Bring on your first enterprise logo in the vertical

  • Have a well-established outbound engine generating consistent pipeline


What we're looking for

  • A demonstrated track record of closing enterprise software deals. We care about deal size, complexity, and whether you sourced the pipeline yourself, not years on a resume.

  • Hunter mentality. You've consistently sourced your own opportunities through outbound and aren't waiting for marketing to fill your pipeline. You know how to get meetings with senior executives who don't respond to generic sequences.

  • Experience selling into financial services buyers: fund managers, operations leaders, compliance teams. You understand their language, their risk tolerance, and what it takes to get through procurement.

  • Willingness to travel. This role requires regular trips to financial hubs (New York, Toronto, London, and others) multiple times per year. You're energized by in-person meetings and industry events, not drained by them.

  • Comfort in a startup environment. We move fast, processes are still being built, and you'll wear more hats than a typical enterprise AE role. That should excite you, not concern you.

  • Passion for technology and AI. You don't need to be technical, but you should be genuinely curious about how AI is transforming enterprise workflows, and be able to articulate that to a skeptical CFO.


Beneficial but not required:

  • Background in asset management. You've worked at a fund, an allocator, or a service provider and understand the operational realities of DDQs and compliance reporting from the inside.

  • Prior experience selling software specifically into asset managers or fund administrators.

  • An existing network of contacts within the managed investment fund ecosystem.


The Culture

We've built a team of people who are genuinely good at what they do. We give direct feedback, ask hard questions, and trust each other to deliver. When things break, we own it and fix it together. When we ship something great, we celebrate.

This isn't a place to coast. But if you want to build something meaningful with people who care as much as you do, you'll love it here.


Location & Office

Vancouver: Downtown office, 4 days per week in office with flexibility for appointments. Regular travel to financial hubs required (multiple trips per year). We provide standing desks, brand new M3 Macs, 49" Ultra Wide monitors, and licenses to cutting-edge AI tools.


Compensation

$200,000 - $300,000 CAD On-Target Earnings (base + commission), depending on experience. Uncapped commission structure. The better you perform, the more you earn, with no ceiling.