Enterprise Account Executive
New
W
WealthboxWealth management CRM
Location: United States
Workplace: RemoteFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role
- Required Skills
- CRM
Requirements
- Have 7+ years of B2B SaaS sales experience, including at least 3 years in an enterprise AE role.
- Bring firsthand experience selling into the wealth management industry.
- Demonstrate a track record of closing complex, multi-stakeholder deals with long sales cycles and multiple decision makers.
- Have experience navigating enterprise procurement, including legal, compliance, and technical review.
- Build credibility with executive buyers and develop champions within organizations.
- Bring experience with coordinated, team-based sales motions and collaboration with internal partners.
- Have deep proficiency in CRM and sales engagement tools for account management, forecasting, and activity documentation.
- Be self-directed and accountable in a remote, high-growth environment.
- Work weekdays during business hours.
- Travel regularly to industry conferences and strategic prospect meetings.
Responsibilities
- Own the full sales cycle across a named account portfolio, from outreach and qualification through demos, POCs, negotiation, and close.
- Build relationships with C-suite and operational buyers, including CTOs, COOs, VPs of Operations, and Advisor Experience leaders.
- Coordinate team selling with Solutions Engineering, Product, and Relationship Management.
- Drive POC engagements with Solutions Engineering in prospects’ environments.
- Develop account strategies based on each account’s buying dynamics, stakeholder map, and priorities.
- Work with partner-sourced deal flows, including RIA aggregators and OSJ networks.
- Represent Wealthbox at industry conferences, custodian events, and strategic prospect meetings.
- Maintain accurate pipeline forecasts 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.
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