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.
Salary not listed
On-site5+ YOEAccount Executive
About the role
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)
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