Growth Account Executive
Wealthbox
Growth 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 (Growth) to sell into our existing customer base.
As a Growth Account Executive at Wealthbox, you will focus on expanding relationships with our existing customers by identifying opportunities for add-on product sales, upgrades and expanded usage of Wealthbox across their firms. You will educate financial advisors and wealth management teams on how Wealthbox’s suite of features and enhancements can further increase their efficiency, collaboration, and profitability. You’ll serve as a trusted advisor to our customers, ensuring they get maximum value from Wealthbox while driving revenue growth for the company.
Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing discussions, trials and closing expansion opportunities
Conduct online demos and consultations to highlight add-on features, product upgrades and advanced use cases for Wealthbox
Build strong relationships with customer stakeholders, uncovering business needs and identifying opportunities to expand Wealthbox adoption within their organizations
Collaborate closely with the Customer Success team to ensure a seamless handoff between customer health conversations and upsell opportunities
Partner with Marketing on campaigns, webinars and events designed to drive customer education and generate expansion opportunities
Provide customer feedback to Product and Support teams to help improve Wealthbox’s offerings and customer experience
Consistently exceed monthly, quarterly, and annual quotas for expansion revenue
Experience with selling to SMB and Mid-Market firms
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