Account Executive

Wealthbox; United States; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Base + Commission

Health plan

401k

Paid time off

Job summary

Wealthbox, the leading CRM for financial advisors, is hiring an Account Executive to drive growth nationwide. You will conduct online demos, qualify prospects, and close deals with wealth management firms.

You'll manage the full sales cycle, collaborate with teammates, and help improve our product and support. This fully remote role requires 3-5+ years of B2B SaaS experience and a passion for helping advisors run their practice more efficiently.

Qualifications

• 3–5+ years of B2B SaaS experience in field sales.
• At least 2 years in a Mid-Market or Commercial/SMB AE role.
• Experience in multi-threaded decision making.
• Proficiency with CRM to manage prospects and opportunities.
• Strong written and verbal communication.
• Knowledge of cloud services, tools, OS, and browsers.
• WealthTech selling is a big plus.

Responsibilities

• Manage full sales cycle from prospecting to close.
• Conduct online demos for financial advisor prospects.
• Follow up via calls and emails to build pipeline.
• Collaborate with AE and SDRs to share knowledge.
• Achieve and exceed quarterly quotas.
• Present Wealthbox value in webinars and events.

Skills

B2B SaaS

Mid-Market AE

CRM proficiency

Communication skills

Team collaboration

WealthTech knowledge

Tools

CRM software

Job description

About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.

About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.

The Role

Wealthbox is seeking an Account Executive (AE) to drive sales growth, build strong client relationships, and expand our presence in the wealth management industry.

As a Wealthbox AE, you will conduct online demos of Wealthbox to educate financial advisor prospects on the features and benefits of Wealthbox and close deals with wealth management firms across the country. You will also make follow-up phone calls, send emails, and use other marketing tools to qualify and engage prospects to build and manage a pipeline of new business.

What You’ll Do

• Manage the full sales cycle, including prospecting and building a pipeline, conducting initial and follow-up demos, discussing pricing, overseeing trials, and converting prospects to paying customers
• Help financial advisors understand how they can run their practice more efficiently and profitably with Wealthbox as their CRM
• Perform product demos using screen-share tools to prospects and customers
• Sell the Wealthbox product vision in webinars, events, and channel-specific initiatives
• Identify and suggest improvements to our products and support systems
• Collaborate with other Account Executives and Sales Development Reps to share knowledge and set standards
• Exceed monthly/quarterly/annual quotas for new sales

What You Bring

• 3-5+ years of B2B SaaS experience, with at least 2 years in a Mid-Market or Commercial/SMB AE role
• Experience in multi-threaded decision making
• Proficiency in using CRM technology to track and manage new prospect relationships
• Strong communication skills, utilizing email, telephone, and video conferencing
• Excited to work in a high-energy and collaborative environment
• Positive and energetic demeanor, excellent listening and writing skills
• Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
• Helpful personality with ability to present the features and value of Wealthbox to financial advisors
• Responsible, ethical, always ready to show-and-tell Wealthbox and support our customers
• Experience selling SaaS products, particularly in wealth management / WealthTech, is a big plus

Work Schedule

• Weekdays, during business hours (fully remote)
• Occasional travel to industry conferences

Benefits

• Competitive compensation (base + commission)
• Comprehensive health plan coverage
• 401k plan
• Paid time off