Account Executive
Wealthbox
Account Executive
Wealthbox
CRM platform for financial advisors
Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.
Wealthbox is seeking an Account Executive (AE) to drive sales growth, build strong client relationships, and expand our presence in the wealth management industry.
As a Wealthbox AE, you will conduct online demos of Wealthbox to educate financial advisor prospects on the features and benefits of Wealthbox and close deals with wealth management firms across the country. You will also make follow-up phone calls, send emails, and use other marketing tools to qualify and engage prospects to build and manage a pipeline of new business.
Manage the full sales cycle, including prospecting and building a pipeline, conducting initial and follow-up demos, discussing pricing, overseeing trials, and converting prospects to paying customers
Help financial advisors understand how they can run their practice more efficiently and profitably with Wealthbox as their CRM
Perform product demos using screen-share tools to prospects and customers
Sell the Wealthbox product vision in webinars, events, and channel-specific initiatives
Identify and suggest improvements to our products and support systems
Collaborate with other Account Executives and Sales Development Reps to share knowledge and set standards
Exceed monthly/quarterly/annual quotas for new sales
3-5+ years of B2B SaaS experience, with at least 2 years in a Mid-Market or Commercial/SMB AE role
Experience in multi-threaded decision making
Proficiency in using CRM technology to track and manage new prospect relationships
Strong communication skills, utilizing email, telephone, and video conferencing
Excited to work in a high-energy and collaborative environment
Positive and energetic demeanor, excellent listening and writing skills
Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
Helpful personality with ability to present the features and value of Wealthbox to financial advisors
Responsible, ethical, always ready to show-and-tell Wealthbox and support our customers
Experience selling SaaS products, particularly in wealth management / WealthTech, is a big plus
Weekdays, during business hours (fully remote)
Occasional travel to industry conferences
Competitive compensation (base + commission)
Comprehensive health plan coverage
401k plan
Paid time off
Wealthbox is a customer relationship management (CRM) platform tailored for financial advisors. It helps advisors manage client information, tasks, calendars, and workflows in one place, and it connects with other financial software. Users access the platform via a subscription and pay recurring fees for access to features such as task management, calendar integration, workflow automation, and reporting, all while prioritizing data security. The platform supports firms of all sizes and focuses on improving collaboration and productivity among advisory teams. Wealthbox differentiates itself by its specialization for financial services, built-in social collaboration tools, and tight integrations with financial software, aiming to streamline client relationship management and advisory workflows. The goal is to make it easier for financial advisors to manage client relationships, tasks, and workflows efficiently, securely, and collaboratively.
Explore more opportunities at Wealthbox