wealth-com - Account Executive - Central
Requirements
• 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. • You’re a Great Fit If You: • Have a strong track record of meeting or exceeding sales targets. • Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings. • Bring strong communication, relationship-building, and negotiation skills to every interaction. • Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success. • Excel at staying organized, thinking analytically, and adapting to evolving priorities.
Responsibilities
• 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.
Benefits
• Fully remote, flexible work environment. We do however meet together in person several times a year. • Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees. • 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability • 100% Paid Parental Leave upon eligibility • Company equity managed through Carta. • 401k with Match and 100% vesting upon hire. • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged. • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice. • Free estate planning for life!
Apply in one click
Upload My Resume
Drop here or click to browse · Tap to choose · PDF, DOCX, DOC, RTF, TXT