Enterprise Account Executive

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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.

Required Experience:

  • 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.

Work Details

  • 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)
  • Benefits
  • 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!

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