Senior Account Executive
S
SmartleafWealth Management SaaS
Remote, USAFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10 years+
- Required Skills
- Microsoft ExcelPowerPointHubSpot
Requirements
- 10+ years of B2B sales experience
- Consistent above-target track record
- Excellent written and verbal communication skills
- Proficiency in CRM (HubSpot or other)
- Proficiency in Google Drive
- Proficiency in MS Excel
- Proficiency in MS PowerPoint
- Proficiency in MS Word
- Deep understanding of the entire investment process (asset allocation, portfolio construction, personalization, tax management, trade execution)
- Track record of developing and maintaining professional relationships
- Exceptional eye for detail
- Comfortable working closely with senior management
- Ability to communicate professionally, both in writing and in conversation
- Interest and capability in learning and explaining new portfolio management solutions built on advanced technology
- Bonus: Investment solutions sales experience
- Bonus: Enterprise SaaS experience selling to wealth management firms and financial advisors
- Nice to Have: Current Series 7 or Series 65 certifications
- Nice to Have: Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases
Responsibilities
- Manage all phases of the sales process from prospecting, qualification, pipeline development, contract close, onboarding and continued relationship management.
- Build strategic relationships at the executive level down to individual advisors and portfolio managers.
- Understand wealth advisors’ pain points.
- Demonstrate solution functionality and benefits to organic and partner-driven leads.
- Create sales plans.
- Generate and negotiate proposals.
- Assist with advisor training and onboarding.
- Transition new clients to the client services team.
- Stay in communication with the client supporting asset onboarding and potential upsell opportunities.
- Focus on breaking into organizations with support from the sales team and company.
- Report to the Director of Sales and work closely with the company President and senior management.
- Coordinate with the marketing team to track prospect communications and sales metrics in company databases.
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