Smartleaf

Senior Account Executive

Smartleaf

full-time

Posted on:

Location Type: Remote

Location: Massachusetts • United States

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Job Level

Senior

About the role

  • Managing all phases of the sales process from prospecting to continued relationship management
  • Building strategic relationships at the executive level and down to individual advisors
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  • Understanding wealth advisors’ pain points and demonstrating solution functionality and benefits
  • Creating sales plans, generating proposals, assisting with advisor training and onboarding
  • Transitioning new clients to the client services team and supporting asset onboarding and upsell opportunities

Requirements

  • 10 years+ of B2B sales
  • Excellent written and verbal communication skills
  • Proficiency in CRM (HubSpot or other), Google Drive, MS Excel, MS PowerPoint, and MS Word
  • Current Series 7 or Series 65 certifications (Nice to Haves)
  • Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases (Nice to Haves)
Benefits
  • Health insurance with $0 deductible
  • Market holidays + 20 days PTO
  • SIMPLE IRA with 4% company match
  • Flexibility: Option for remote work
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B salessales planningproposal generationadvisor trainingclient onboardingupselling
Soft Skills
relationship managementcommunication skills
Certifications
Series 7Series 65