Growth Account Executive

Wealthbox; EE. UU.; A distancia; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

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

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

SMB/Mid-Market sales

CRM proficiency

Communication skills

Team collaboration

Presentation skills

SaaS sales experience

WealthTech knowledge

Herramientas

CRM system usage

Descripción del empleo

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 (Growth) to sell into our existing customer base.

As a Growth Account Executive at Wealthbox, you will focus on expanding relationships with our existing customers by identifying opportunities for add-on product sales, upgrades and expanded usage of Wealthbox across their firms. You will educate financial advisors and wealth management teams on how Wealthbox’s suite of features and enhancements can further increase their efficiency, collaboration, and profitability. You’ll serve as a trusted advisor to our customers, ensuring they get maximum value from Wealthbox while driving revenue growth for the company.

What You’ll Do

• 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, uncovering business needs and identifying opportunities to expand Wealthbox adoption within their organizations

• Collaborate closely with the Customer Success team to ensure a seamless handoff between customer health conversations and upsell opportunities

• Partner with Marketing on campaigns, webinars and events designed to drive customer education and generate expansion opportunities

• Provide customer feedback to Product and Support teams to help improve Wealthbox’s offerings and customer experience

• Consistently exceed monthly, quarterly, and annual quotas for expansion revenue

What You Bring

• Experience with selling to SMB and Mid-Market firms

• 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