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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Lead GenerationSales Quota AttainmentOutbound Sales MotionPipeline HygieneRelationship Building
Soft Skills
CoachabilityCollaborationCuriosity