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.
A recent merger expanded our product portfolio 4–5x, and a large volume of mid-market and enterprise accounts sit unallocated and underworked. This is a full-cycle seat on a territory that's been waiting for attention.
You'll own a defined book from day one and sell across an expanded product line most reps have never had access to. The team is driven, people help each other win, and winning matters.
30 Days: Fully ramped on Red Oak's product suite, systems, and territory; actively working your book.
90 Days: Pipeline built and measured on activity — consistent outbound coverage across the full territory.
Quarter 1–2: Running your own deals end-to-end — discovery, demo, negotiation, close.
End of Ramp: Hitting quarterly net new bookings quota.
You'll own a territory of mid-market to enterprise accounts, running full-cycle sales from outbound prospecting through close. Deal cycles run two to three months and are multi-threaded and competitive. Every deal has a competitor in the room, because compliance is required for regulated firms and you're working prospects who already have the problem. You'll sell across Red Oak's full, newly expanded product line, a broader portfolio than most reps in this market take to the same buyer.
We have a BDR team feeding leads, and the biggest deals on this team are AE-sourced. The reps who win here build their own pipeline.
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
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. This is table stakes here
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
Compliance or RegTech SaaS experience
Equity Appreciation Rights: share in what we're building
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
Team-first and urgency-driven. We help each other win and hold each other to a high bar. Once you're ramped, you own your book and your number.
Location: Remote, East Coast timezone preferred
Reports to: Vice President, New Business Sales
Travel: ~1x a month
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