Senior Enterprise AE - B2B SaaS for Wealth Management

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

Job summary

Wealthbox is seeking an experienced Enterprise Account Executive to own the full sales cycle for a portfolio of named wealth management accounts. You will lead outreach, qualification, demos, POCs, negotiations, and closure, building trusted relationships with CTOs, COOs, and advisors.

You will drive multi-stakeholder pursuits, coordinate with Solutions Engineering, Product, and Relationship Management, and forecast accurately in Wealthbox CRM while representing the company at industry events.

Qualifications

• 7+ years of B2B SaaS sales experience, including enterprise-level deals.
• Deep experience selling into wealth management and financial advisory markets.
• Proven record closing multi-stakeholder, long-cycle sales.

Responsibilities

• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management.
• Drive POC engagements in collaboration with Solutions Engineering to ensure prospects experience Wealthbox's value in their own environment.
• Develop and execute account strategies that reflect buying dynamics, stakeholder maps, and priorities unique to each named account.
• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks.
• Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings.
• Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM.

Skills

B2B SaaS sales

Enterprise AE

Wealth management sales

Tools

Wealthbox CRM

Job description

Wealthbox is seeking an experienced Enterprise Account Executive to own the full sales cycle for a portfolio of named wealth management accounts. You will lead outreach, qualification, demos, POCs, negotiations, and closure, building trusted relationships with CTOs, COOs, and advisors.

You will drive multi-stakeholder pursuits, coordinate with Solutions Engineering, Product, and Relationship Management, and forecast accurately in Wealthbox CRM while representing the company at industry events.