Account Executive - West

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