Enterprise Account Executive (Fully Remote)

Wealthbox; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Wealthbox is seeking an experienced Enterprise Account Executive to own the full sales cycle for a portfolio of named wealth management accounts. You will lead outreach, qualification, demos, POCs, negotiations, and closure, building trusted relationships with CTOs, COOs, and advisors.

You will drive multi-stakeholder pursuits, coordinate with Solutions Engineering, Product, and Relationship Management, and forecast accurately in Wealthbox CRM while representing the company at industry events.

Qualifications

• 7+ years of B2B SaaS sales experience, including enterprise-level deals.
• Deep experience selling into wealth management and financial advisory markets.
• Proven record closing multi-stakeholder, long-cycle sales.

Responsibilities

• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management.
• Drive POC engagements in collaboration with Solutions Engineering to ensure prospects experience Wealthbox's value in their own environment.
• Develop and execute account strategies that reflect buying dynamics, stakeholder maps, and priorities unique to each named account.
• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks.
• Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings.
• Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM.

Skills

B2B SaaS sales

Enterprise AE

Wealth management sales

Tools

Wealthbox CRM

Job description

• Own the full sales cycle across a named account portfolio, from outreach and qualification to demo, POC, negotiation, and close.
• Build and advance relationships with C-suite and operational buyers, including CTOs, COOs, VPs of Operations, and Advisor Experience leaders.

Key Responsibilities:

• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management.
• Drive POC engagements in collaboration with Solutions Engineering to ensure prospects experience Wealthbox's value in their own environment.
• Develop and execute account strategies that reflect buying dynamics, stakeholder maps, and priorities unique to each named account.
• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks.
• Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings.
• Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM.

Qualifications:

• 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role.
• Deep, firsthand experience selling into the wealth management industry.
• Proven track record closing complex, multi-stakeholder deals with long sales cycles.

Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it daily, and it's a fast-growing team building AI-powered software.