Expansion Sales Executive – SaaS WealthTech

Wealthbox; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Wealthbox is seeking a Growth Account Executive to expand relationships within our existing customer base and drive add-on sales, upgrades, and expanded usage across Wealthbox deployments. You will educate financial advisors and teams on Wealthbox features to increase efficiency, collaboration, and profitability.

You will manage the full growth sales cycle, conduct online demos, and collaborate with Customer Success and Marketing to drive expansion opportunities while meeting or exceeding

Qualifications

• Experience selling to SMB and Mid-Market firms.
• Proficiency with CRM systems to track and manage opportunities.
• Excellent communication via email, phone, and video calls.
• Collaborative, energetic team player with a customer-first mindset.
• Strong presentation and demo skills for online sessions.
• Experience selling SaaS products, especially in wealth management or WealthTech is a plus.

Responsibilities

• Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing discussions, trials and closing expansion opportunities.
• Conduct online demos and consultations to highlight add-on features, product upgrades and advanced use cases for Wealthbox.
• Build strong relationships with customer stakeholders, uncover business needs and opportunities to expand Wealthbox adoption.
• Collaborate with Customer Success to ensure smooth handoffs between health conversations and upsell opportunities.
• Partner with Marketing on campaigns, webinars and events to educate customers and drive expansions.
• Provide customer feedback to Product and Support to improve Wealthbox offerings and experience.
• Consistently exceed monthly, quarterly, and annual quotas for expansion revenue.

Skills

SMB/Mid-Market sales

CRM proficiency

Communication skills

Team collaboration

Presentation skills

SaaS sales experience

WealthTech knowledge

Tools

CRM system usage

Job description

Wealthbox is seeking a Growth Account Executive to expand relationships within our existing customer base and drive add-on sales, upgrades, and expanded usage across Wealthbox deployments. You will educate financial advisors and teams on Wealthbox features to increase efficiency, collaboration, and profitability.

You will manage the full growth sales cycle, conduct online demos, and collaborate with Customer Success and Marketing to drive expansion opportunities while meeting or exceeding