Account Executive

📋 Description

• Manage the full sales cycle, including prospecting and building a pipeline, conducting initial and
• Help financial advisors understand how they can run their practice more efficiently and profitably
• Perform product demos using screen-share tools to prospects and customers
• Sell the Wealthbox product vision in webinars, events, and channel-specific initiatives
• Identify and suggest improvements to our products and support systems
• Collaborate with other Account Executives and Sales Development Reps to share knowledge and set

🎯 Requirements

• 3-5+ years of B2B SaaS experience, with at least 2 years in a Mid-Market or Commercial/SMB AE role
• 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

🎁 Benefits

• Competitive compensation (base + commission)
• Comprehensive health plan coverage
• 401k plan
• Paid time off