Account Executive

About Us

Estate Guru is building category-defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning without complexity. We turn a traditionally intimidating legal process into clear, confident decisions about the people and things that matter most. Our platform combines attorney oversight with a guided client experience, enabling partners to offer more value and build deeper client relationships.

We are powering the transfer of wealth for millions of Americans on a single, aligned platform for families, advisors, and institutions. More than a technology company, Estate Guru is creating a new category in estate planning and wealth transfer, built for modern clients and driven by high standards.

As we grow, we’re looking for sharp, human-centered team members who value merit, execution, and accountability. We lead from the front, challenge the status quo, and take pride in doing meaningful work with people who care deeply about quality, integrity, and impact.

The Entry-Level Account Executive (AE) is a full-cycle seller responsible for generating new revenue by converting both inbound interest and outbound prospects into new customers. This role serves as a consultative partner to financial advisors and attorneys exploring the software, guiding them from first conversation through discovery, demo, proposal, and close. You’ll build and manage a pipeline in the CRM, run high-quality product demonstrations, and collaborate cross-functionally with Marketing, Sales Development, and Customer Success to ensure a strong buyer experience and clean handoff after purchase.

• Inbound Lead Management – Respond quickly to inbound leads and booked meetings from advisors and attorneys, maintaining high follow-up standards. Qualify inbound prospects through discovery to confirm fit, use case, timeline, and decision process. Convert qualified inbound opportunities through demos, proposal review, and close.
• Outbound Prospecting & Pipeline Generation – Build outbound pipeline using call/email/social outreach to targeted advisors and law firms aligned to the ideal customer profile. Research accounts to identify practice type, decision makers, pain points, and potential workflows the software supports. Create consistent weekly activity to hit pipeline coverage and meeting goals.
• Discovery & Product Demonstrations – Run structured discovery conversations focused on prospect workflows, current tools, compliance constraints, and success criteria. Deliver tailored demos that connect product capabilities to outcomes (efficiency, risk reduction, client experience, revenue impact). Manage multi-stakeholder demos and follow-ups, ensuring clear next steps and momentum.
• Deal Management & Closing – Own the opportunity from qualification through close, including objections, pricing conversations, and internal deal support. Maintain accurate CRM data (stage, notes, close dates, next steps, and forecast) and follow the company’s sales process. Coordinate with internal teams as needed (Sales leadership, Product, Legal/Compliance, Customer Success) to remove blockers. Ensure a clean handoff to Customer Success, documenting goals, stakeholders, timeline, and key workflows discussed.
• Feedback Loop & Continuous Improvement – Track and share themes from calls (objections, feature requests, competitor notes) to improve messaging and product direction. Participate in enablement, call coaching, role plays, and ongoing development. Maintain strong product knowledge and industry awareness relevant to advisors and attorneys.

• 2+ years of experience in sales or a customer-facing, performance-based role (inside sales, recruiting, retail, hospitality, call center, client services, etc.).
• Confidence presenting to professionals (phone/video) and ability to lead a structured conversation.
• Strong written communication skills (professional follow-up emails, clear summaries, organized next steps).
• Ability to learn new technology quickly and use tools consistently (CRM, sales engagement, calendar, video conferencing).
• Organized, dependable,…