AI-Powered Enterprise WealthTech Sales Leader

Wealth.com

Oregon

Hybrid

USD 150,000 - 230,000

Full time

6 days ago
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Benefits offered by this job

Excellent health insurance
Company equity via Carta
401k with match
Flexible PTO
Parental leave

Job summary

Wealth.com is seeking an Enterprise Sales Manager to lead large, multi-threaded deals in the enterprise RIA market. You will own the end-to-end sales cycle, partner with Business Development, and build a durable pipeline through disciplined prospecting and strategic relationship development.

In this field-first role, you will travel 50%+ of the time, demonstrate our AI-powered estate and tax planning platform, and drive adoption within a named group of customers while expanding revenue and brand

Qualifications

  • Minimum 5 years selling complex, high value solutions to enterprise buyers.
  • Experience selling technology into enterprise organizations.
  • Proven ability to manage multiple stakeholders through procurement and close.
  • Willingness to travel 50%+ of the time.

Responsibilities

  • Build and sustain a healthy pipeline and own your number.
  • Lead full sales lifecycle for enterprise RIA prospects to drive net new revenue.
  • Drive adoption and expansion within a named group of customers.
  • Navigate complex orgs to engage economic buyers and influencers.
  • Deliver compelling demonstrations addressing client needs and AI/estate planning tech.
  • Collaborate with leadership, Business Development, and product teams on go-to-market strategy.

Skills

Enterprise sales
Complex deals
Relationship building
Forecasting / pipeline management
Negotiation

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Job description

Wealth.com is seeking an Enterprise Sales Manager to lead large, multi-threaded deals in the enterprise RIA market. You will own the end-to-end sales cycle, partner with Business Development, and build a durable pipeline through disciplined prospecting and strategic relationship development.

In this field-first role, you will travel 50%+ of the time, demonstrate our AI-powered estate and tax planning platform, and drive adoption within a named group of customers while expanding revenue and brand

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