Account Executive
Account Executive drives sales by hosting demos, building client relationships, managing pipelines, and hitting targets for AI-powered wealth management SaaS platform. Requires 5+ years direct sales experience, preferably in FinTech/WealthTech with consumer sales background.
About the job
Responsibilities
- Host demo presentations with potential members
- Build and maintain strong client relationships
- Meet or exceed monthly sales targets
- Manage and maintain a healthy sales pipeline and deal status
- Develop a deep understanding of products and services
- Stay updated on industry trends
Requirements
- 5+ years in direct sales capacity
- Energetic, outgoing, and friendly demeanor
- Excellent verbal and written communication skills; the ability to call, connect and interact with anyone
- Previous experience selling into consumers
- Previous experience selling a SaaS product
- Previous experience in FinTech or WealthTech or Wealth Management Industry
Nice-to-Haves
- SIE, Series 7, Series 65, Series 66, CFP or similar designation
Benefits
- Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
- 401(k): Retirement savings program
- Paid Time Off: time to reset and recharge + most federal holidays
- Parental Leave: Comprehensive leave policy
- Meals: Select meals covered throughout the week
- Fitness: Monthly movement stipend
- Equity & Career Growth: Early exercise eligibility and strong focus on professional development
- Annual Compensation Reviews: Salary and equity refreshes based on performance
- Boomerang Program: After two years, take time away to start your own company (spot held for 6 months, equity vesting paused)
Skills
SaaS Sales, Fintech, Wealth Management, Sales Pipeline Management, Demo Presentations, Client Relationship Management, Sie, Series 7, Series 65, Series 66
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