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Enterprise Account Executive
Wealth Access, Inc.Enterprise Account Executive managing the full sales cycle for Wealth Access, a leading fintech platform. Engaging with clients to develop lasting relationships and drive enterprise sales.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B SaaS sales with a focus on enterprise-level deals, leveraging strong relationships within the banking and wealth management sectors. Proven ability to conduct outbound prospecting, manage sales pipelines, and effectively communicate with leadership.
Highest-signal resume keywords
B2B SaaS Sales ExperienceSalesforce ProficiencyEnterprise Deal ClosingPipeline ManagementBanking and Wealth Management Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationSales Quota AttainmentOutbound Sales MotionPipeline HygieneRelationship Building
Soft Skills
CoachabilityCollaborationCuriosity
Tools & Technologies
SalesforceCRM Systems
Industry Keywords
FinTechFinancial ServicesEnterprise SalesConsultant Relationships
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Equity participation
- Flexible / unlimited PTO
- Company-funded HSA
- 401(k) with company match
- Paid downtown Nashville parking
- Comprehensive health, dental, and vision benefits