Wealthbox - Enterprise Account Executive
Requirements
• 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role • Deep, firsthand experience selling into the wealth management industry – you know the buyers, the ecosystem, the language, and the competitive landscape • Proven track record closing complex, multi-stakeholder deals with long sales cycles and multiple decision makers • Experience navigating enterprise procurement processes including legal, compliance, and technical review • Strong executive presence – you’re credible and composed in front of a COO or CTO and know how to build champions below them • A collaborative, team-first approach to selling – you’ve worked in coordinated, team-based sales motions and know how to leverage internal partners without losing ownership • Experience working within or alongside RIA aggregators, OSJs, or broker-dealer networks is a strong differentiator • Deep proficiency in CRM and sales engagement tools to manage a named account portfolio, maintain accurate forecasts, and document activity rigorously • Self-directed, accountable, and comfortable performing in a remote, high-growth environment • Work Schedule • Work Schedule • Weekdays, during business hours (fully remote) • Regular travel to industry conferences and strategic prospect meetings
Responsibilities
• Own the full sales cycle across a named account portfolio – from initial outreach and qualification through demo, POC, negotiation, and close • Build and advance relationships with C-suite and operational buyers, including CTOs, COOs, VPs of Operations, and Advisor Experience leaders • Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management to deliver a seamless buying experience • Drive POC engagements in collaboration with Solutions Engineering, ensuring prospects experience Wealthbox’s value in the context of their own environment • Develop and execute account strategies that reflect the buying dynamics, stakeholder maps, and priorities unique to each named account • Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks, navigating the relationship dynamics those channels require • Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings • Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM • Surface market intelligence and customer feedback to inform product and go-to-market decisions • Exceed quarterly and annual new business targets
Benefits
• Comprehensive health plan
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