Remote Growth Account Executive, SaaS Expansion

Wealthbox; United States; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base + commission

Comprehensive health plan

401k plan

Paid time off

Job summary

Wealthbox is seeking a Growth Account Executive to sell into our existing customer base. You will expand relationships by identifying add-on opportunities, guiding demonstrations, and educating financial advisors on Wealthbox features to boost efficiency and profitability.

As a Growth AE, you will manage the full sales cycle with current clients, collaborate with Customer Success and Marketing, and strive to exceed quotas while delivering value in a fully remote, US-wide role.

Qualifications

• Experience selling to SMB and Mid-Market firms.
• Proficiency with CRM systems to manage prospect relationships.
• Strong communication skills via email, phone and video conferencing.
• SaaS/WealthTech sales experience is a bonus.

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, 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.

Skills

SMB/Mid-Market sales

CRM proficiency

Consultative selling

Communication skills

WealthTech knowledge

Tools

CRM software

Job description

Wealthbox is seeking a Growth Account Executive to sell into our existing customer base. You will expand relationships by identifying add-on opportunities, guiding demonstrations, and educating financial advisors on Wealthbox features to boost efficiency and profitability.

As a Growth AE, you will manage the full sales cycle with current clients, collaborate with Customer Success and Marketing, and strive to exceed quotas while delivering value in a fully remote, US-wide role.