Account Executive - Northwest

As an Account Executive- Northwest, you’ll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. You will drive growth by engaging new business opportunities and consistently meet or exceed revenue goals within your assigned territory. You will leverage both existing networks and new channels to identify and pursue meaningful sales opportunities. You will partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client experience. You will deliver insightful product demos and meetings that speak directly to a client’s challenges and goals. You will build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions. You will take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting.