Manager of Sales

Wealth Access is seeking a Manager of Sales to lead revenue growth and build, lead, and scale our client-facing revenue group. Reporting to the CEO this person will be responsible for managing a team while establishing structure, accountability, and operational sales discipline. The ideal candidate brings strong B2B SaaS sales experience; FinTech is preferred, and has successfully built, coached, and scaled high-performing teams in a fast-moving startup environment. 
This position is Hybrid out of our beautiful Nashville, TN office.

KEY RESPONSIBILITIES 

Revenue Generation and Sales Discipline 

• Directly manage and grow sales and client success teams including coaching, pipeline review, deal support, performance management, and professional development 

• Maintain and report on pipeline, retention, and account health to the Executive leadership team. 

• Evaluate and iterate on sales and client success playbooks, processes, and tooling to establish an operating cadence that supports predictable revenue growth 

Client Relationship Management 

• Lead and develop the Client Success team, ensuring team members are trained, coached, and accountable to processes and playbooks 

• Develop and maintain client success playbooks and operating procedures that support consistent onboarding, adoption, retention, renewal, and expansion across the client lifecycle 

• Develop client health reports and tooling to proactively monitor client health to ensure delivery of proactive, high-quality relationships and engagement across the portfolio 

• Proactively identify retention and renewal risks and manage Client Success team to implement strategies that improve client engagement, satisfaction, and long-term value. 
   
• Travel: up to 30% domestically for client meetings & events

People and Process Leadership 

• Lead, coach, and develop the Sales and Client Success team members in their day-to-day work and long-term growth 

• Build a culture of accountability, continuous improvement, and operational excellence across the sales and client success organizations to hold the team accountable to activity metrics, pipeline targets, and client satisfaction goals 

• Support onboarding of new team members and contribute to building team processes and playbooks 

• Conduct regular one-on-ones, performance reviews, and career development planning for all direct reports 

Cross-Functional Collaboration 

• Collaborate with Product and Technology teams to relay client feedback and market insights to inform the product roadmap 

• Partner with Marketing on pipeline generation activities, events, and client-facing content 

• Represent Wealth Access at industry conferences and client events 

QUALIFICATIONS 

• 7–10 years of progressive B2B SaaS revenue leadership with at least 2–3 years in a people leadership or team lead role 

• Demonstrated ability to manage client relationships and support team members in a complex, multi-stakeholder environment 

• Demonstrated success building, documenting, and implementing scales sales and client success processes and playbooks 

• Experience managing or mentoring individual contributors in a sales or client success function 

• Proficiency with CRM platforms (HubSpot preferred) and a structured approach to pipeline management including pipeline reviews, forecasting processes, performance metrics, and operating cadence 

• Strong analytical and executive communication skills, with a passion for relationship-building, organization, and process​

• Bachelor's degree required; MBA or equivalent a plus but not required with strong experience 

 

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