--- title: 'Senior Account Executive at Red Oak' canonical: 'https://feeny.ai/job/senior-account-executive-red-oak-remote-c4451tnfkym4' type: 'job' last_seen: '2026-10-17' --- # Senior Account Executive at Red Oak - **Company:** Red Oak - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-10-09 - **Last confirmed live:** 2026-10-17 - **Apply:** https://jobs.ashbyhq.com/red-oak/4e486406-eeb1-4bec-9716-63f14ee4595a ## Job description ## About Red Oak 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. ## Why This Role Matters 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. High autonomy. High ownership. High impact. What Success Looks Like - 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. ## The Role 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 ## What You'll Bring - 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 Desirable - Background selling into financial services or investment management - Compliance or RegTech SaaS experience ## Benefits - 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 ## How We Work 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. Work Structure - Location: Remote, East Coast timezone preferred - Reports to: Vice President, New Business Sales - Travel: ~1x a month ## About Red Oak ## Company Overview - **One-liner**: Red Oak provides purpose-built compliance software for financial services firms, automating advertising review, registration management, and regulatory supervision. - **Entity Type**: Private – backed by private equity (Mainsail Partners, late 2023) - **Headquarters**: Cedar Park, Texas, USA (with additional offices in North Tustin, CA, and remote employees) - **Founded**: 2010 - **Founders**: Stephen Pope, Cathy Vasilev, Rick Grashel ## Core Business - **Primary industry/industries**: Financial services compliance technology (RegTech) - **Target customers**: Broker-dealers, Registered Investment Advisors (RIAs), asset managers, banks, insurance firms, and other regulated financial entities - **Mission or purpose statement**: “To create smarter, more efficient compliance solutions for the financial services and insurance industries” – built by compliance experts to solve the pervasive problems compliance professionals face every day. ## Products & Services - **Red Oak Compliance Connectivity Platform** – Unified SaaS platform that integrates content creation, review, distribution, and supervision. Modules include: - **Advertising Review** (AI-powered, leveraging LLMs for faster approvals) - **Disclosure Management** – centralize and automate regulatory disclosures - **Registration Management** – track licensing, credentials, and deadlines with FINRA integration - **Complaint Management** – handle regulatory complaints and inquiries - **Social Media Compliance** – monitor, pre-approve, and archive rep social media activity - **Website Monitoring & Internet Supervision** – track undisclosed activities and record website changes (acquired via SiteQuest) - **Distribution & Engagement Platform (4U)** – distribute, personalize, and measure compliant marketing content - **Additional modules** – attestations, forms review, gifts & non-cash compensation, AML/fraud case management, RFP review All modules are configurable, books & records compliant, and supported by 24/7 support with <1 hour average ticket resolution and >99.9% uptime. ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (private company) - **Key Metric**: Serves **over 2,000 firms globally**, including **more than half of the top 20 global asset managers** - **Notable Investors/Partners**: Mainsail Partners (private equity partner since late 2023); acquisition of SiteQuest (2024) - **Growth Signals**: - Named to **INC 5000 Fast Growing Companies**, **Financial Times Fastest Growing Private Firms**, **RegTech Top 100 Global Regulatory Compliance Innovators**, and **AI FinTech 100** – all consecutively - 84 NPS score and low churn rate - Rapid expansion of platform modules and AI capabilities - 116 total employees (as of listing on Built In) ## Competitive Advantages - **Purpose-built by compliance practitioners** – deep domain expertise embedded in the product - **Most configurable workflow engine** – firms can adapt the software to their processes, not vice versa - **AI-powered advertising review** that reduces review cycles and accelerates compliant content - **End-to-end compliance coverage** – from content creation to supervision to distribution - **Industry-leading support** – 24/7, <1 hour average resolution, white-glove implementation - **Proven scale** – trusted by half of the top 20 global asset managers ## Strategic Focus - **AI integration** – expanding use of LLMs and prompt engineering for advertising review and other modules - **Platform expansion** – adding modules (Disclosure, Registration, Complaint Management) and enhancing the unified platform - **Supervision capabilities** – deepened via SiteQuest acquisition for website monitoring and internet supervision - **Scaled growth** – leveraging Mainsail Partners investment to accelerate innovation and market reach ## Why Work Here - **Culture (“ROCCstar”)**: Collaborative, transparent, nimble, customer-obsessed, and fun – with events like ROCCstar Olympics and Halloween conga lines - **Work model**: Hybrid with on-site options in Cedar Park, TX and North Tustin, CA; also remote roles available - **Perks**: Unlimited PTO, competitive compensation, health/dental/vision, 401(k) with generous match, HSA/FSA, employee wellness initiatives, relaxed dress code - **Engineering culture**: Full-stack roles, opportunity to build on a mission-critical platform used by top financial firms; emphasis on continuous enhancements with zero downtime - **Growth**: Fast-growing company with clear career progression; roles include Account Manager, Client Success Manager, Full Stack Software Engineer, Director of RevOps (as of recent job postings) ## Sources 1. [redoak.com](https://www.redoak.com/) – Company homepage, product descriptions, client metrics 2. [redoak.com/about/our-story](https://www.redoak.com/about/our-story/) – Founding story, acquisition of SiteQuest, Mainsail partnership, awards 3. [redoak.com/about/](https://www.redoak.com/about/) – Support, cost control, compliance expertise 4. [redoak.com/about/join-our-team](https://www.redoak.com/about/join-our-team/) – Culture, values, perks, benefits 5. [builtin.com/company/red-oak](https://builtin.com/company/red-oak) – Office locations, employee count, recent job listings, workspace type ## Other roles at Red Oak - [Account Manager](https://feeny.ai/job/account-manager-red-oak-remote-dpqzqa2hxjgg) - [Key Client Success Manager](https://feeny.ai/job/key-client-success-manager-red-oak-austin-42nr81czneck) — Austin, TX - [GTM Systems Administrator](https://feeny.ai/job/gtm-systems-administrator-red-oak-austin-v3n53e38mz5k) — Austin, TX - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-quantcast-new-york-b4qv0kps10th) — New York, NY - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-david-goliath-el-segundo-4r111tw0csms) — El Segundo, CA - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-dropbox-united-states-h2c05kvhxm5d) — United States - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-gladia-paris-f3ng326h2trp) — Paris, France - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-digitalocean-san-francisco-xchabzacr3w6) — San Francisco, CA - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-everbridge-united-states-b7t064cvkwh3) — United States - [Senior Account Executive](https://feeny.ai/job/senior-account-executive-everbridge-united-states-yjv8ejpzsj44) — United States