Account Executive (Growth)

The Role:

• Focus on expanding relationships with existing customers by identifying add-on product sales, upgrades, and expanded Wealthbox usage.
• Serve as a trusted advisor to financial advisors and wealth management teams.

What You'll Do:

• Manage pipeline, discovery, demos, pricing discussions, trials, and closing expansion opportunities.
• Collaborate with Customer Success, Marketing, Product, and Support teams to drive growth and customer education.
• Consistently exceed monthly, quarterly, and annual expansion revenue quotas.

What You Bring:

• Experience selling to SMB and Mid-Market firms, with multi-threaded decision making.
• Strong communication skills using email, telephone, and video conferencing.
• Proficiency in CRM technology and basic knowledge of cloud services and browsers.

Work Schedule & Benefits:

• Weekdays during business hours, fully remote, with occasional travel to conferences.
• Competitive compensation with base and commission, comprehensive health coverage, 401k plan, and paid time off.