Account Executive – Central

🕒 il y a 27 jours

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Wealth.com

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2021

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Wealth. com est une plateforme moderne de planification successorale dirigée par des conseillers qui aide les conseillers financiers, les avocats, les sociétés fiduciaires et les entreprises à créer, visualiser et gérer des plans successoraux pour des clients de tous niveaux de richesse. La plateforme SaaS génère des documents juridiques de qualité avocat, fournit un moteur d'IA (Ester®) pour extraire et résumer des plans complexes, et offre des outils tels que la modélisation de scénarios, les rapports visuels, le stockage sécurisé (Vault) et des intégrations avec des systèmes financiers pour soutenir les flux de travail de planification successorale de bout en bout. Wealth. com est positionnée pour une distribution B2B via des gestionnaires de patrimoine et des institutions et met l'accent sur la sécurité, la conformité réglementaire et l'évolutivité.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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!