Enterprise Account Executive

Role Overview:

• Own the full sales cycle across a named account portfolio, from outreach and qualification to demo, POC, negotiation, and close.
• Build and advance relationships with C-suite and operational buyers, including CTOs, COOs, VPs of Operations, and Advisor Experience leaders.

Key Responsibilities:

• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management.
• Drive POC engagements in collaboration with Solutions Engineering to ensure prospects experience Wealthbox's value in their own environment.
• Develop and execute account strategies that reflect buying dynamics, stakeholder maps, and priorities unique to each named account.

Opportunities:

• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks.
• Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings.
• Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM.

Qualifications:

• 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role.
• Deep, firsthand experience selling into the wealth management industry.
• Proven track record closing complex, multi-stakeholder deals with long sales cycles.