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Founding Account Executive
We have a ~$4m qualified pipeline already in motion — this role exists to help us convert it.
Location
Houston or Austin preferred, remote considered on a case-by-case basis
Employment Type
Full-time
Team
Sales
Unlimited.ai is seeking a Founding Account Executive to work directly alongside our founder.
About Unlimited.ai
Unlimited.ai is the AI-native operating system for family offices, ultra-high-net-worth individuals, and their advisors. Our platform orchestrates the full investment lifecycle — consolidated multi-asset reporting, liquidity forecasting, due diligence, and tax and alts document management.
We're built by investors who've managed billions across public and private capital, paired with talented AI engineers with deep AI/ML experience. We're growing fast and looking for someone to help us grow faster.
The Opportunity
Unlimited.ai is seeking a Founding Account Executive to work directly alongside our founder. We have a ~$4m qualified pipeline already in motion — this role exists to help us convert it. You'll run a meaningful share of our discovery calls and demos with family offices and RIAs, and own the operational backbone that keeps our pipeline moving: CRM hygiene, forecasting inputs, invoicing, and post-demo follow-through. It's a hands-on seat with direct exposure to every part of the sales motion, ideal for someone with real closing instincts who also wants to build the systems a growing sales org runs on.
As a Founding AE, You Will
Run discovery calls and product demos for family offices, RIAs, and multi-entity wealth organizations, with a defined path to owning a growing share of demo volume.
Own and maintain our pipeline in HubSpot, keeping data clean and forecasting inputs current without being asked.
Manage post-demo follow-up end-to-end — next steps, proposals, and the cadence that moves deals forward.
Own invoicing and billing coordination for closed accounts.
Support sales operations — pipeline reporting, account research, and call prep ahead of founder-led meetings.
Track pipeline and conversion performance and flag what's working (and what isn't) to continuously improve close rates.
Qualifications
2–5 years in a closing or senior client-facing sales role; financial services, wealth management, or RIA experience strongly preferred.
Comfortable running conversations with UHNW principals and sophisticated CIOs — credibility and trust matter as much as sales technique.
Organized and detail-oriented; comfortable owning a CRM and keeping data clean without being asked twice.
Voracious appetite to learn and grow required.
Comfortable with ambiguity and moving fast.
Prior HubSpot experience is a plus.
Compensation and Benefits
Base salary plus commission on demos closed and managed pipeline.
Equity plan eligibility.
Houston or Austin preferred, remote considered on a case-by-case basis.
Direct mentorship from the founder and a clear path to full-cycle AE ownership as you grow.
Health benefits and flexible PTO.
