Sales Executive

Overview

Sales Executive responsible for developing new opportunities in private wealth and family offices.

Ideal candidate has 6+ years of experience in SaaS sales and wealth management with a strong track record in sales.

You must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.

Locations

• United States, Indiana
• United States, Maine
• United States, Oklahoma
• United States, South Carolina
• United States, Utah
• United States, Washington
• United States, Colorado
• United States, Massachusetts
• United States, New York
• United States, Rhode Island
• United States, Kentucky
• United States, South Dakota
• United States, Minnesota
• United States, California
• United States, Delaware
• United States, Florida
• United States, New Jersey
• United States, Pennsylvania
• United States, Illinois
• United States, Texas
• United States, Connecticut
• United States, New Hampshire
• United States, Ohio
• United States, Georgia
• United States, Maryland
• United States, Virginia
• United States, Idaho

Requirements

• 6+ years total experience
• 3+ years in software or SaaS sales
• 3+ years in wealth management
• Experience with private wealth firms
• Strong communication skills
• Ability to manage sales cycle
• Experience with Salesforce

Responsibilities

• Identify prospective customers
• Develop sales strategies
• Utilize Salesforce for tracking
• Craft engagement strategies
• Meet quarterly sales quota
• Respond to inbound inquiries
• Deliver presentations
• Collaborate with internal teams

Benefits

• Flexible paid time off
• Parental leave
• Medical, dental, and vision benefits
• 401K eligibility
• Free estate planning documents
• Budget for learning & development
• Paid parking or transit