Account Executive

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We’re a fast-growing team building the AI-powered software advisors actually want to use, and we’re looking for people who want to help.

Wealthbox is seeking an Account Executive (Growth) to sell into our existing customer base.

As a Growth Account Executive at Wealthbox, you will focus on expanding relationships with our existing customers by identifying opportunities for add-on product sales, upgrades and expanded usage of Wealthbox across their firms. You will educate financial advisors and wealth management teams on how Wealthbox’s suite of features and enhancements can further increase their efficiency, collaboration, and profitability. You’ll serve as a trusted advisor to our customers, ensuring they get maximum value from Wealthbox while driving revenue growth for the company.

• Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing discussions, trials and closing expansion opportunities

• Conduct online demos and consultations to highlight add-on features, product upgrades and advanced use cases for Wealthbox

• Build strong relationships with customer stakeholders, uncovering business needs and identifying opportunities to expand Wealthbox adoption within their organizations

• Collaborate closely with the Customer Success team to ensure a seamless handoff between customer health conversations and upsell opportunities

• Partner with Marketing on campaigns, webinars and events designed to drive customer education and generate expansion opportunities

• Provide customer feedback to Product and Support teams to help improve Wealthbox’s offerings and customer experience

• Consistently exceed monthly, quarterly, and annual quotas for expansion revenue

• Experience with selling to SMB and Mid-Market firms

• Experience in multi-threaded decision making

• Proficiency in using CRM technology to track and manage new prospect relationships

• Strong communication skills, utilizing email, telephone, and video conferencing

• Excited to work in a high-energy and collaborative environment

• Positive and energetic demeanor, excellent listening and writing skills

• Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers

• Helpful personality with ability to present the features and value of Wealthbox to financial advisors

• Responsible, ethical, always ready to show-and-tell Wealthbox and support our customers

• Experience selling SaaS products, particularly in wealth management / Wealth Tech, is a big plus

• Weekdays, during business hours (fully remote)

• Occasional travel to industry conferences

• Competitive compensation (base + commission)

• Comprehensive health plan coverage

• 401k plan

• Paid time off