Remote SaaS Account Executive - WealthTech Sales

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

Benefits offered by this job

Base + Commission

Health plan

401k

Paid time off

Job summary

Wealthbox, the leading CRM for financial advisors, is hiring an Account Executive to drive growth nationwide. You will conduct online demos, qualify prospects, and close deals with wealth management firms.

You'll manage the full sales cycle, collaborate with teammates, and help improve our product and support. This fully remote role requires 3-5+ years of B2B SaaS experience and a passion for helping advisors run their practice more efficiently.

Qualifications

• 3–5+ years of B2B SaaS experience in field sales.
• At least 2 years in a Mid-Market or Commercial/SMB AE role.
• Experience in multi-threaded decision making.
• Proficiency with CRM to manage prospects and opportunities.
• Strong written and verbal communication.
• Knowledge of cloud services, tools, OS, and browsers.
• WealthTech selling is a big plus.

Responsibilities

• Manage full sales cycle from prospecting to close.
• Conduct online demos for financial advisor prospects.
• Follow up via calls and emails to build pipeline.
• Collaborate with AE and SDRs to share knowledge.
• Achieve and exceed quarterly quotas.
• Present Wealthbox value in webinars and events.

Skills

B2B SaaS

Mid-Market AE

CRM proficiency

Communication skills

Team collaboration

WealthTech knowledge

Tools

CRM software

Job description

Wealthbox, the leading CRM for financial advisors, is hiring an Account Executive to drive growth nationwide. You will conduct online demos, qualify prospects, and close deals with wealth management firms.

You'll manage the full sales cycle, collaborate with teammates, and help improve our product and support. This fully remote role requires 3-5+ years of B2B SaaS experience and a passion for helping advisors run their practice more efficiently.