Manage the full growth sales cycle with existing customers, including pipeline management, discovery, demos, pricing, trials, and closing expansion opportunities.
Conduct online demos and consultations to highlight add-on features, product upgrades, and advanced use cases for Wealthbox.
Build strong stakeholder relationships, uncover business needs, and expand Wealthbox adoption while collaborating with Customer Success and Marketing.
Own the full sales cycle for enterprise prospects, from outreach to close, including demos, POCs, and negotiations.
Build and advance relationships with C-suite and operational buyers such as CTOs, COOs, and VPs.
Lead coordinated team selling with Solutions Engineering, Product, and Relationship Management.
Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. Tens of thousands of advisors and their teams use it daily, and it's a fast-growing team building AI-powered software.
Own a quota-carrying role focused on expanding business within existing accounts.
Conduct discovery calls, demo additional solutions, and manage a pipeline to generate new revenue.
Build strong relationships and drive long-term client success with a hunter and farmer mindset.
Bloomerang provides a powerful giving platform and support to help nonprofits raise more, recruit more, and retain more. The company has a mission-driven culture built on core values of Simplify, Care, and Act, and is home to innovative and skilled individuals.
Manage and grow a portfolio of SMB clients, driving retention, satisfaction, and revenue growth.
Use consultative selling to uncover client challenges and expand relationships through cross-selling and upselling.
Collaborate with cross-functional teams and maintain accurate forecasts in Salesforce to deliver exceptional client experiences.
A fast-growing global technology company that helps businesses scale through specialized talent, innovative digital solutions, and flexible workforce services. It has a collaborative, performance-oriented culture with a globally distributed team.
Guide inbound leads from founders and executives at VC-backed startups through the sales pipeline.
Run discovery conversations to recommend the right mix of Finance, Tax, and HR services.
Build relationships with prospects, clients, and VC partners while keeping CRM data accurate.
Burkland Associates provides fractional finance, tax, and HR services to VC-backed startups. The firm has helped clients raise more than $17.8B and positions itself as an industry thought leader committed to accelerating dreams.
Manage and grow relationships with an assigned portfolio of clients, serving as a trusted day-to-day partner.
Drive platform adoption, client engagement, and strategic account plans to ensure clients maximize value.
Analyze client health and collaborate with internal teams to support retention, growth, and issue resolution.
iCapital is a financial technology company powering the world's alternative investment marketplace. The company fosters a culture of innovation, collaboration, and client success, offering comprehensive benefits and an equal opportunity environment.
Partner with Account Executives to support a high volume of mid-market deals with tailored demos and technical guidance.
Run technical discovery to understand each advisor's workflow and map it to Wealthbox's capabilities.
Field integration and workflow questions and support trials and proofs of concept.
Wealthbox is the #1 CRM software platform for financial advisors, rated #1 by users and in market share. We're a fast-growing team building AI-powered software that tens of thousands of advisors and their teams rely on every day.
Own sales cycles for mid-market and enterprise deals, including complex opportunities valued at $100k-$500k+ ACV.
Build executive relationships and navigate stakeholders across leadership, compliance, and operations.
Develop pricing proposals, including phased rollouts and multi-year terms, and coordinate with solutions teams.
A fintech sales team providing software solutions to US-based wealth management and advisory firms. The company operates fully remotely with a culture centered on sales performance and collaboration.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Drive account expansion by proactively engaging existing customers to uncover and close upgrades.
Own the full sales cycle from initial outreach through demos, negotiations, and closing.
Build consultative relationships with small business owners to solve operational pain points.
Steer offers a suite of software tools for automotive repair shops, combining CRM marketing and scheduling solutions. It is an innovative leader in the industry with a high-ownership culture and growth opportunities.
Develop and execute strategic sales plans to expand existing accounts.
Use consultative selling to identify customer needs and recommend tailored managed security solutions.
Collaborate with customer success and service delivery teams to ensure client satisfaction and manage the full sales cycle.
CyberSheath is a rapidly growing Managed Services Provider focused on cybersecurity for the Defense Industrial Base. They integrate compliance and threat mitigation to improve security. The company is fast-growing and seeks self-motivated, multi-faceted team members.
Run in-depth discovery calls to uncover real business pain points and map them to concrete outcomes.
Deliver value-based product demos tailored to each prospect's specific situation.
Manage the sales process from qualified lead to closed deal, consistently meeting or exceeding quota.
Sales Rabbit is a software company built for roofing and field sales, providing an AI-native platform that manages the entire workflow from lead to cash. As a distributed team, they focus on speed and agility, with a goal to help contractors grow efficiently.
Assess client needs and educate them on available options through virtual consultations.
Maintain detailed notes, appointments, and CRM records as part of daily admin tasks.
Work with a qualified-interest pipeline, no cold calling, with full training and advancement opportunities.
We are a consulting firm that helps clients identify their needs and explore options through a virtual, relationship-based approach. Our team is driven, trainable, and competitive, operating remotely with a focus on performance and growth.
Own a dedicated territory and run complex multi-stakeholder sales cycles with senior communications, PR, and crisis leaders.
Generate your own pipeline through outbound efforts and turn industry events and conferences into qualified opportunities.
Carry a defined share of 2027 revenue and maintain accurate pipeline and forecast discipline in the CRM.
PeakMetrics is a narrative intelligence platform that protects enterprises and government agencies from social media manipulation and emerging narrative threats using machine learning. As a remote-first startup, we offer a vibrant, inclusive culture and opportunities to build new functions from the ground up.
Proactively call and follow up with existing customers to uncover upsell opportunities.
Manage the full sales cycle from discovery to close for CRM and phone upgrades.
Learn shop operations, demonstrate product value, and build a healthy pipeline.
Steer provides a suite of software tools for automotive repair shops, including CRM, marketing automation, and scheduling. The company is a leader in the automotive repair industry, known for its innovative and collaborative culture, and recently acquired AutoOps to expand its offerings.
Own a portfolio of high-value SMB accounts as a trusted advisor, driving retention and growth.
Proactively expand accounts across Toptal's full portfolio, including specialized talent, HireGlobal, and AI-driven services.
Manage the full client lifecycle, from discovery to closing expansion, while keeping accurate Salesforce data.
Toptal is a global network of top talent in business, design, and technology that enables companies to scale teams on-demand. It is the world's largest fully remote workforce, with $200+ million in annual revenue and a culture encouraging innovation, social interaction, and fun.
Identify, prospect, and onboard individual clients through networking and targeted outreach.
Conduct deep-dive assessments of clients' financial situations and recommend tailored insurance and investment strategies.
Manage client relationships and adjust financial plans to adapt to life changes and evolving goals.
The Mathews Agency is a financial services firm that helps individuals and families secure their futures through comprehensive financial planning and insurance solutions. The company fosters an entrepreneurial culture and provides best-in-class coaching and training.
Act as the first point of contact for new prospects, handling inbound demos and defining next steps.
Own pipeline hygiene by logging all contacts, leads, opportunities, and activities in the CRM.
Progress leads through the funnel via active follow-ups and persuasive outreach to schedule virtual demos.
Wing Assistant provides virtual assistant services to help businesses scale operations. The company is a collaborative, family-style team that values ingenuity, hustle, and continuous professional growth.
Own and grow a portfolio of 15-20 mid-market banks and credit unions as a true hunter across the full sales cycle.
Develop executive relationships and strategic account plans to close new Marketing Solutions opportunities.
Partner with internal teams and maintain a healthy pipeline to consistently exceed annual bookings targets.
Vericast is a financial institution performance partner that helps banks and credit unions drive growth through data, technology, and integrated solutions. With thousands of FI clients and 150 years of financial services expertise, the company fosters a culture of collaboration, innovation, and workplace flexibility.
Own the full sales cycle from prospecting to closing for financial services clients.
Develop strategic relationships with investment banks, private equity, law, and accounting firms.
Collaborate cross-functionally to deliver tailored solutions and achieve revenue targets.
The company delivers innovative software and service solutions for financial transactions and capital markets. While company size is not disclosed, the culture is described as collaborative, values-driven, and focused on employee well-being.