Remote Enterprise Account Executive — Wealth Management CRM

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

Benefits offered by this job

401(k)

Paid time off

Job summary

Wealthbox, LLC is seeking an Enterprise Account Executive to drive growth across a defined book of named wealth-management accounts. You will own the full sales cycle from outreach to close, and build senior-level relationships with C-suite and operations leaders.

You will lead coordinated team-selling efforts with Solutions Engineering, Product, and Relationship Management, run POCs, negotiate complex deals, and help Wealthbox become the CRM of choice for large firms that demand more from their

Qualifications

• 7+ years of B2B SaaS sales experience, including 3+ years in an enterprise AE role.
• Deep experience selling into the wealth management industry.
• Proven track record closing complex, multi-stakeholder deals.
• Experience navigating enterprise procurement (legal, compliance, technical review).

Responsibilities

• Own the full sales cycle across a named account portfolio – from initial outreach through demo, POC, negotiation, and close.
• Build and advance relationships with C-suite and operational buyers (CTO, COO, VP Ops).
• Lead coordinated team selling with Solutions Engineering, Product, and Relationship Management.
• Drive POC engagements with Solutions Engineering to prove Wealthbox value.
• Develop account strategies reflecting buying dynamics and stakeholder maps.
• Represent Wealthbox at conferences and strategic prospect meetings.
• Provide accurate pipeline forecasting and account documentation in Wealthbox CRM.
• Surface market intelligence to inform product and GTM decisions.
• Exceed quarterly and annual new business targets.

Skills

B2B SaaS sales

Enterprise AE experience

C-suite relationships

Executive presence

Multi-stakeholder deals

Team-based selling

Tools

CRM systems

Sales engagement tools

Job description

Wealthbox, LLC is seeking an Enterprise Account Executive to drive growth across a defined book of named wealth-management accounts. You will own the full sales cycle from outreach to close, and build senior-level relationships with C-suite and operations leaders.

You will lead coordinated team-selling efforts with Solutions Engineering, Product, and Relationship Management, run POCs, negotiate complex deals, and help Wealthbox become the CRM of choice for large firms that demand more from their