Revenue Growth Lead - Sales & Client Success

Wealth Access; Nashville (TN); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Equity participation

Unlimited PTO

Company-funded HSA

401(k) with company match

Downtown Nashville parking

Health, dental & vision

Job summary

Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build, lead, and scale our client-facing revenue group. This person will manage a team of B2B software AEs while establishing structure, accountability, and operational sales discipline.

This position is hybrid out of our Nashville, TN office.

Responsibilities include directing revenue generation, coaching teams, reporting on pipeline and health, and collaborating with product and marketing to align client value.

Qualifications

• 3+ years of B2B SaaS sales leadership experience.
• Demonstrated ability to manage client relationships and support team members in a complex, multi-stakeholder environment.
• Proven success building, documenting, and implementing scalable sales and client success processes and playbooks.
• Experience mentoring individual contributors in sales or client success.
• Proficiency with CRM platforms (HubSpot preferred) and structured pipeline management with reviews and forecasting.

Responsibilities

• Directly manage and grow sales and client success teams with coaching and performance management.
• Maintain and report on pipeline, retention, and account health to executive leadership.
• Develop and iterate playbooks, processes, and tooling for predictable revenue growth.
• Lead client relationships, onboarding, adoption, retention, renewal, and expansion strategies.
• Travel up to 30% domestically for client meetings and events.

Skills

B2B SaaS leadership

CRM & pipeline management

Executive communications

Multi-stakeholder collaboration

Team coaching

Education

Bachelor's degree

MBA preferred

Tools

HubSpot

Job description

Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build, lead, and scale our client-facing revenue group. This person will manage a team of B2B software AEs while establishing structure, accountability, and operational sales discipline.

This position is hybrid out of our Nashville, TN office.

Responsibilities include directing revenue generation, coaching teams, reporting on pipeline and health, and collaborating with product and marketing to align client value.