As an Account Executive, you'll drive growth by introducing Wealth.com’s digital estate planning platform to financial advisory firms, managing sales pipelines, and collaborating cross-functionally with internal teams.
Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
As an Account Executive, 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. We’re looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment.
What You'll Do
- Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.
- Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.
- Collaborate Cross-Functionally: Partner with internal teams—including Sales, Marketing, and Customer Success—to ensure alignment and deliver a cohesive client
- Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client’s challenges and goals.
- Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work.
- Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions.
- Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting.
- Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey.
- Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.
What We’re Looking For
- A self-starter with a collaborative mindset and a passion for solving customer challenges.
- Strong communication skills with the ability to build trust and rapport across diverse audiences.
- Experience in SaaS sales, especially within the fintech or financial services sector, is a plus.
- A commitment to continuous learning and openness to feedback in a fast-moving environment.
- Comfort navigating ambiguity and a willingness to roll up your sleeves when needed.
What You Bring:
- Bachelor’s degree or equivalent experience—what matters most is your ability to deliver results and grow in the role.
- 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment.
- Willingness to travel occasionally (less than 10%) to support client and team engagement.
You’re a Great Fit If You:
- Have a strong track record of meeting or exceeding sales targets.
- Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings.
- Bring strong communication, relationship-building, and negotiation skills to every interaction.
- Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success.
- Excel at staying organized, thinking analytically, and adapting to evolving priorities.
Benefits:
- Competitive Medical Plan Options for employees, spouse, family and domestic partners
- Dental and Vision Plan
- 100% company paid STD/LTD and Basic Life Insurance
- 401k with employer match and 100% vesting upon hire
- Stock Options
- Holidays and the day off for your birthday!
- Unlimited PTO
- Remote work
- Paid Parental Leave Policy
- Lifetime access to wealth.com platform
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
SaaS
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