smartleaf - Senior Account Executive

United States$270k++ Equity2w ago

Remote Senior NA Wealth Management Software Account Executive Excel B2B CRM Management Prospecting

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Requirements

• 10 years+ of B2B sales (Bonus if this is in investment solutions sales or enterprise SaaS experience selling to wealth management firms and financial advisors) • Consistent above-target track record • Excellent written and verbal communication skills • Proficiency in CRM (HubSpot or other), Google Drive, MS Excel, MS PowerPoint, and MS Word • Current Series 7 or Series 65 certifications • Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases

Benefits

• Compensation: Competitive salary + stock options • Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO, SIMPLE IRA with 4% company match • Flexibility: Option for remote work

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