Wealthbox CRM, owned and operated by Starburst Labs, is seeking an Enterprise Account Executive to present Wealthbox CRM solutions to large RIAs, advisor networks, and broker-dealers.
- Prospect and develop new enterprise customers for Wealthbox CRM solutions.
- Develop and execute on account growth plans.
- Create forecasts. (Make sure they’re accurate!)
- Sell the Wealthbox brand to prospects and industry participants through product demonstrations, events, and other target-specific initiatives.
- Negotiate contractual agreements with large enterprise customers.
- Collaborate with product management, customer success, and support teams.
- 5+ years of SaaS sales experience. Wealth-tech and RIA market experience a big plus, as is CRM familiarity.
- Experience with modern software and communication tools to operate day to day.
- Strong presentation and writing skills.
- History of over-achievement.
- Appreciation of great design.
- Team player.
- Moderate travel required to customer sites, industry conferences, and our NYC and PVD offices (we try and use web-meetings and video conferencing as much as possible)
- Competitive salary and stock option plan
- Excellent health plan coverage
- Paid time off
Interested? Email us a note and include a link to your LinkedIn profile. Thanks!Apply Now