We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound prospecting through close. You will work in close partnership with product, implementation, and client success teams to move deals forward and create lasting client relationships.
You'll report to the CEO and operate as an individual contributor with a personal quota, focused on new ARR generation across the bank and wealth management channel.
This position can be 100% remote -or- Hybrid in our beautiful Nashville, TN location and does require up to 30% travel to client meetings & events.
WHAT YOU'LL OWN
Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
Qualify sales leads based on client needs and with a partnership mentality
Build and manage a pipeline by traveling and calling into various levels of an organization — identifying the right opportunities and handling objections
Close enterprise deals and support identification of sales opportunities with existing clients
Nurture and develop relationships with consultants and industry partners
Communicate pipeline status and potential closed business to company leadership
Represent Wealth Access in front of prospects and at market events
WHO YOU ARE
3+ years of full-cycle B2B SaaS sales experience, ideally in FinTech or financial services
Sales quota attainment for enterprise-level deals throughout sales career
Proven outbound motion — not a pure inbound closer
Deep familiarity with the bank and wealth management channel; strong existing relationships are a plus
BA/BS in business, finance, economics, or a related field
Experienced Salesforce user; CRM-disciplined and consistent in pipeline hygiene
Genuine curiosity about banking and financial services; domain expertise is a plus, not a requirement
Coachable, collaborative, and comfortable operating in a high-growth, team-oriented environment
Comfortable with heavy travel as part of the role
COMPENSATION & BENEFITS
Wealth Access offers a competitive total compensation package commensurate with experience, qualifications, and market conditions. This role includes:
- Equity participation
Flexible / unlimited PTO
Company-funded HSA
401(k) with company match
Paid downtown Nashville parking
Comprehensive health, dental, and vision benefits
#LI-Nashville
#LI-remote
Skills Required
- 2-5 years of full-cycle B2B SaaS sales experience
- Experience in FinTech or financial services
- Proven quota attainment for enterprise-level deals
- Demonstrated outbound prospecting motion (not pure inbound)
- Familiarity with the bank and wealth management channel
- BA/BS in business, finance, economics, or related field
- Experienced Salesforce user; CRM-disciplined with consistent pipeline hygiene
- Comfortable with up to 30% travel to client meetings and events
- Coachable, collaborative, and comfortable in a high-growth, team-oriented environment
- Strong relationships with consultants and industry partners
- Genuine curiosity about banking and financial services
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
