Account Executive – Central

🕒 May 14

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Wealth.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com is a modern, advisor-led estate planning platform that helps financial advisors, attorneys, trust companies, and enterprises create, visualize, and manage estate plans for clients across all wealth levels. The SaaS platform generates attorney-grade legal documents, provides an AI engine (Ester®) to extract and summarize complex plans, and offers tools like scenario modeling, visual reports, secure storage (Vault), and integrations with financial systems to support end-to-end estate planning workflows. Wealth. com is positioned for B2B distribution through wealth managers and institutions and emphasizes security, regulatory alignment, and scalability.

📋 Description

• 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.

🎯 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.

🏖️ Benefits

• Competitive Salary. • 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!