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 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.
Own qualified opportunities from discovery to signed contract for B2B SaaS deals.
Build executive relationships and navigate multi-stakeholder buying groups.
Maintain accurate HubSpot pipeline and generate pipeline via relationships and events.
A fintech sales team providing B2B SaaS solutions to US wealth management and advisory firms. The culture is remote-first, focused on closing complex enterprise deals and maintaining high performance standards.