Account Executive II

Trust & Will; United States; Remote; USD 128,000 - 150,000; Full time

Job summary

An innovative company is seeking a motivated Account Executive II to drive growth by closing key accounts in the SMB & Mid-Market space. This role involves developing sales strategies, building relationships, and presenting value propositions to prospective clients. As a remote-first organization, the company fosters a flexible work environment and is dedicated to making estate planning accessible for all families. Join a passionate team committed to helping others leave their legacy while enjoying a range of employee benefits and perks.

Benefits

Salary + Equity

Flexible Time Off

Health Benefits

401k Support

Remote Work Support

Qualifications

• 3-4 years of professional sales experience with a proven track record.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Develop and execute a sales strategy for the West Coast territory.
• Build and maintain relationships with key stakeholders.

Skills

Sales Experience

Relationship Building

Communication Skills

Public Speaking

Sales Strategy Development

Tools

CRM Software

Job description

Join to apply for the Account Executive II role at Trust & Will

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for an Account Executive II who will be responsible for working alongside our Trust & Will for Professionals Account Executives to book appointments and help to build out a pipeline of prospects.

About You

We are looking for a passionate, motivated, and experienced individual contributor sales Account Executive to help drive growth by closing key accounts. You will work on B2B deals in the SMB & Mid-Market space with organizations who would like to offer Trust & Will as a subsidized benefit for their teams alongside the support of a Business Development Representative to drive leads for you.

This role is ideal for a sales professional with a passion for helping others and for driving business in a new vertical in a fast-paced startup environment. You should be comfortable with ambiguity and working remotely, taking initiative with client-related travel and conferences. Candidates must reside in California.

About The Role

• Develop and execute a comprehensive sales strategy for our West Coast territory to achieve pipeline and revenue targets.
• Present the company's value proposition to prospective clients, both virtually and in-person, including at industry events with up to 30% travel.
• Build and maintain long-lasting relationships with key stakeholders to support sales goals, referrals, and renewals.
• Utilize CRM data and analytics to track and improve personal sales performance.
• Collaborate with business development, marketing, and internal teams to build and increase the sales pipeline.
• Manage the sales process from demo to close, maintaining an accurate sales pipeline.
• Track and analyze performance metrics, providing reports and forecasts with improvement recommendations.
• Identify challenges in closing deals and develop solutions to improve sales processes.

Qualifications

• 3-4 years of professional sales experience.
• Ability to build long-term relationships with external stakeholders.
• Proven track record of meeting or exceeding sales targets.
• Excellent communication, interpersonal, and organizational skills.
• Strong public speaking skills, capable of addressing large groups virtually or in person.
• Quickly become a subject matter expert in estate planning with ongoing learning curiosity.
• Comfortable working independently with limited oversight.
• Understanding of partner management, sales cycles, and revenue goals.
• Passionate about helping members leave their legacy.
• High ownership and accountability.

Bonus Points For

• Experience with financial institutions, financial advisors, or employee benefits.
• Experience in tech companies or high-growth startups.
• Experience selling into skilled labor industries like construction, healthcare, education, etc.

Employee Benefits & Perks

• Salary + Equity (OTE $128,000 - 150,000)
• PTO and flexible time off, company holidays, and community days.
• Health benefits including medical, dental, vision, life insurance, parental leave.
• Financial wellness benefits, learning opportunities, and 401k support.
• Flexible work hours, remote work support, company events, and stipends.

About Trust & Will

• Remote-first company, founded in San Diego, CA, with optional co-working space.
• Certified B Corporation committed to sustainability and community impact.
• Mission to make estate planning accessible and affordable for all families.
• Inclusive environment valuing diversity and authenticity.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Technology, Internet