Account Executive

Location: Anywhere, USA

Wealthbox, a maker of CRM software for financial advisors, is seeking an inside Account Executive (AE).


As a Wealthbox AE, you will conduct online demos of Wealthbox to educate financial advisor prospects on the features and benefits of Wealthbox and close deals with wealth management firms across the country. You will also make follow-up phone calls, send emails, and use other marketing tools to qualify and engage prospects to build and manage a pipeline of new business.


Responsibilities in this sales position include:

  • Manage the full sales cycle, including prospecting and building a pipeline, initial and follow-up demos, pricing conversations, trials, and converting prospects to paying customers
  • Help financial advisors understand how they can run their practice more efficiently and profitably with Wealthbox as their CRM
  • Perform product demos using screen-share tools to prospects and customers
  • Sell the Wealthbox product vision in webinars, events, and channel-specific initiatives
  • Follow up with new prospects that have signed up for free trials
  • Identify and suggest improvements to our products and support systems
  • Exceed weekly/monthly/quarterly quotas for new pipeline generated and meetings scheduled
  • Collaborate with other Account Executives to share knowledge and set standards


Desired Skills & Experience

  • Interest in a career in software-as-a-service sales in the fintech space
  • Experience with SMB and Mid-Market deal sizes
  • Experience in multi-threaded decision making
  • Skills in using CRM technology to track and manage new prospect relationships
  • Strong communication skills, using email, telephone, and video conferencing
  • Excited to work in a high-energy and collaborative environment
  • Positive and energetic, excellent listening skills, strong writing skills
  • Basic knowledge of the latest cloud service offerings, toolsets, operating systems, and browsers
  • Helpful personality and ability to present the features and value of Wealthbox to financial advisors on the other end of the line
  • Responsible, ethical, always in the mood to show-and-tell Wealthbox and help our customers
  • Experience selling SaaS products and Wealth-tech is a big plus


Work Schedule

  • Weekdays, during business hours
  • No travel required



  • Competitive compensation
  • Comprehensive health plan coverage
  • 401k plan
  • Paid time off


Interested? Email us a note with your resume and a link to your Linkedin profile to


Apply Now

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