---
title: 'Enterprise Account Executive at Dispatch'
canonical: 'https://feeny.ai/job/enterprise-account-executive-dispatch-new-york-73xwp7nbq0w8'
type: 'job'
last_seen: '2026-09-07'
---

# Enterprise Account Executive at Dispatch

- **Company:** Dispatch
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-10-24
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/dispatch/5ed55087-c806-4f43-8194-831802ad86e0

## Job description

About Us:

Dispatch helps financial advisors manage their client data. We are the first data orchestration company for the $80T advisory market – we collect, sync and maintain data across the advisory tech stack. Our platform orchestrates complex data workflows like automated onboarding, account opening and data syncing. We give advisors the power of an integrated tech stack with the choice to use whatever tools are best to run their business. We’re an experienced team of start-up operators with deep roots in both tech and industry. We've raised $30M+ from top-tier investors. You can learn more about us at www.dispatch.io.

## THE ROLE

The Enterprise Account Executive will own the full sales cycle — from pipeline creation to close — for prospects within the financial services and wealth management markets. You’ll partner closely with our customer success organization to land and expand strategic accounts.

This role is for an experienced AE who can operate with autonomy, build repeatable processes, and close complex, multi-stakeholder enterprise deals.

## RESPONSIBILITIES

- Drive the full sales process from prospecting through negotiation and close for enterprise accounts.
- Build and manage a strong pipeline of opportunities within your assigned territory or vertical.
- Qualify rigorously using MEDDPICC/MEDDIC methodology
- Develop account strategies that map buying centers, identify champions, and guide prospects through a complex evaluation.
- Collaborate cross-functionally with Solutions, Product, and Customer Success to ensure seamless implementation and expansion.
- Contribute to sales process improvements, messaging refinement, and go-to-market strategy as an early member of the revenue team.
- Represent Dispatch with professionalism and precision in every customer interaction.

## REQUIREMENTS

- 5+ years of Enterprise AE experience in B2B SaaS.
- Proven record of exceeding quota and earning top-performer recognition.
- Preferred: Experience selling products that move, transform, or orchestrate data (e.g., integrations, APIs, iPaaS, data platforms).
- Startup experience required — joined a company no later than Series B or with fewer than 100 employees.
- MEDDPICC or MEDDIC trained; disciplined in qualification and forecasting.
- Exceptional written and verbal communication skills; comfortable selling to senior executives and technical stakeholders.
- Bachelor’s degree required

## YOU ARE:

- Smart: Quick to learn, able to process complexity, and confident making judgment calls that advance deals.
- Execution Focused: Runs tight, strategic sales cycles with precision and urgency.
- Polished: Communicates with executive presence, clarity, and confidence.
- Entrepreneurial: Thrives in ambiguity, builds structure where none exists, and takes ownership end-to-end.

## WHY DISPATCH

- Ground-floor opportunity at a high-growth SaaS company backed by leading investors.
- Direct access to the leadership team and influence on GTM strategy.
- Competitive compensation with equity upside.
- A culture of excellence, trust, and speed — where great people do the best work of their careers.

Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

## About Dispatch

## Company Overview
- **One-liner**: Dispatch is a data orchestration platform that helps wealth management firms automate client onboarding, account opening, and continuously sync client data across their tech stack.
- **Entity Type**: Private (Series A)
- **Headquarters**: New York City, New York, USA (with additional office in Miami, Florida)
- **Founded**: 2021
- **Founders**: Rob Nance (CEO), Rafi Lurie (Co-Founder & CPO), Madalyn Armijo (Co-Founder & COO)

## Core Business
- **Primary industry/industries**: Wealth management technology (Fintech/Software Development)
- **Target customers**: Financial advisors, wealth management firms, broker-dealers, RIAs (B2B, mid-market to enterprise)
- **Mission or purpose statement**: “Help wealth management firms unlock their fastest time to revenue by making their systems agree on their data while keeping their most critical, revenue-generating workflows moving at scale.” [linkedin.com](https://www.linkedin.com/company/dispatch-io)

## Products & Services
- **Client Onboarding**: Automate data capture, generate required forms, and deliver a unified client signature experience.
- **Account Opening**: Open accounts across multiple custodians (Fidelity, Schwab, Pershing) from a single workflow with built-in validation to prevent errors.
- **Data Syncing**: Bi-directional, real-time sync across CRM, financial planning, billing, reporting, and e-signature software.
- **Advisor Transitions**: Run full re-paper, protocol, and non-protocol transitions to major custodians from a unified interface.
- **AI Assistant**: AI that maps data, resolves conflicts, and catches errors while keeping humans in control. [dispatch.io](https://dispatch.io/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: 
  - Annual Revenue: $1.2M (estimated as of 2025/2026) [linkedin.com](https://www.linkedin.com/company/dispatch-io)
  - Total Funding: $32.9M across 5 rounds
- **Notable Investors/Partners**: 
  - Brewer Lane Ventures (led Series A) [linkedin.com](https://www.linkedin.com/company/dispatch-io)
  - F-Prime (led a seed round)
- **Growth Signals**: 
  - Headcount grew 100% YoY (from ~17 to 34 employees) [linkedin.com](https://www.linkedin.com/company/dispatch-io)
  - Active job postings: 8 positions (increase of 300% year-over-year)
  - LinkedIn followers grew 77.4% in the past year
  - New product launch: Advisor Transitions

## Competitive Advantages
- **Multi-custodian support**: Unifies workflows across Fidelity, Schwab, and Pershing – reducing friction for advisors with multiple custodians.
- **AI-powered validation**: Uses AI to catch errors and map data, but keeps humans in control, increasing accuracy and speed.
- **Deep integrations**: Connects to CRM (Salesforce, Microsoft Dynamics), financial planning, billing, reporting, and e-signature systems [dispatch.io](https://dispatch.io/).
- **Time savings**: Firms using Dispatch run transitions 70%+ more efficiently and realize AUM faster.

## Strategic Focus
- Continue expanding partnerships with custodians and fintech platforms.
- Enhance AI capabilities for data mapping and conflict resolution.
- Scale go-to-market with enterprise account executives and solutions leaders.
- Grow engineering team to accelerate product development across onboarding, account opening, and syncing.

## Why Work Here
- **Culture & Perks**: 
  - Hybrid work model (offices in NYC and Miami) [builtin.com](https://builtin.com/company/dispatch-0)
  - Company equity for all employees
  - Comprehensive healthcare (medical, dental, vision), Flexible Spending Account (FSA)
  - Generous parental leave and family medical leave
  - Free snacks and drinks in office
  - Job training and conference attendance support
  - Diversity-based Employee Resource Groups
- **Engineering culture**: 
  - Tech stack includes TypeScript, React, Python, PostgreSQL, AWS Lambda, Stripe, and more [linkedin.com](https://www.linkedin.com/company/dispatch-io)
  - Emphasis on building reliable, scalable systems for financial data
  - Roles: Backend Engineer, Fullstack Engineer, Staff Fullstack Engineer
- **Remote/Hybrid policy**: Employees work from physical offices (NYC or Miami); some roles are listed as "Hybrid" or "OnSite" [builtinnyc.com](https://www.builtinnyc.com/company/dispatch-0). Typical time on-site is none specified but likely flexible within office locations.
- **Recent open roles**: Backend Engineer, Fullstack Engineer, Enterprise Account Executive, Senior Marketing Designer, Head of Solutions [jobs.ashbyhq.com](https://jobs.ashbyhq.com/Dispatch/b191dde0-ea97-419b-b7a0-74152f13483c)

## Sources
1. [dispatch.io](https://dispatch.io/) – Company website, product descriptions
2. [linkedin.com](https://www.linkedin.com/company/dispatch-io) – LinkedIn company page (employees, revenue, funding, culture)
3. [builtin.com](https://builtin.com/company/dispatch-0) – Built In company profile (perks, jobs, office locations)
4. [builtinnyc.com](https://www.builtinnyc.com/company/dispatch-0) – Built In NYC profile (NYC-specific office, employee count)
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/Dispatch/b191dde0-ea97-419b-b7a0-74152f13483c) – Ashby careers page (job listings, benefits)

## Other roles at Dispatch

- [VP of Talent](https://feeny.ai/job/vp-of-talent-dispatch-q34ex20syyty)
- [VP of Legal](https://feeny.ai/job/vp-of-legal-dispatch-remote-z5tspva8drkg)
- [Senior Product Designer](https://feeny.ai/job/senior-product-designer-dispatch-remote-h1tke77f6x19)
- [Senior Engineering Manager](https://feeny.ai/job/senior-engineering-manager-dispatch-new-york-mm4xfvspsg26) — New York, NY
- [Backend Engineer](https://feeny.ai/job/backend-engineer-dispatch-new-york-v5m1h0bqhf12) — New York, NY
- [Fullstack Engineer](https://feeny.ai/job/fullstack-engineer-dispatch-new-york-d3a6ak1wybsp) — New York, NY
- [Senior Fullstack Engineer](https://feeny.ai/job/senior-fullstack-engineer-dispatch-new-york-mamdvmxg8gmq) — New York, NY
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