Account Executive, Wealth.com

• We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment
• A self-starter with a collaborative mindset and a passion for solving customer challenges
• Strong communication skills with the ability to build trust and rapport across diverse audiences
• Experience in SaaS sales, especially within the fintech or financial services sector, is a plus
• A commitment to continuous learning and openness to feedback in a fast-moving environment
• Comfort navigating ambiguity and a willingness to roll up your sleeves when needed
• Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role
• 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment
• Willingness to travel occasionally (less than 10%) to support client and team engagement

Desirable

• As an Account Executive, you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms
• You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process
• Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory
• Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities
• Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client
• Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals
• Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work
• Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions
• Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting
• Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey
• Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies