Enterprise Account Executive

About the role

Richbox is the #1 rated CRM software for financial advisors and the fastest-growing platform in the market. We serve thousands of financial advisors with modern, AI-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use. The Role

What You’ll Do

• Own the full sales cycle across a named account portfolio – from initial outreach and qualification through demo, POC, negotiation, and close
• Build and advance relationships with C-suite and operational buyers, including CTOs, COOs, VPs of Operations, and Advisor Experience leaders
• Lead highly coordinated team selling efforts, partnering closely with Solutions Engineering, Product, and Relationship Management to deliver a seamless buying experience
• Drive POC engagements in collaboration with Solutions Engineering, ensuring prospects experience Wealthbox’s value in the context of their own environment
• Develop and execute account strategies that reflect the buying dynamics, stakeholder maps, and priorities unique to each named account
• Work effectively within partner-sourced deal flows, including RIA aggregators and OSJ networks, navigating the relationship dynamics those channels require
• Represent Wealthbox at key industry conferences, custodian events, and strategic prospect meetings
• Provide consistent, accurate pipeline forecasting and account documentation in Wealthbox CRM
• Surface market intelligence and customer feedback to inform product and go-to-market decisions
• Exceed quarterly and annual new business targets

What You Bring

• 7+ years of B2B SaaS sales experience, with at least 3 years in an enterprise AE role
• Deep, firsthand experience selling into the wealth management industry – you know the buyers, the ecosystem, the language, and the competitive landscape
• Proven track record closing complex, multi-stakeholder deals with long sales cycles and multiple decision makers
• Experience navigating enterprise procurement processes including legal, compliance, and technical review
• Strong executive presence – you’re credible and composed in front of a COO or CTO and know how to build champions below them
• A collaborative, team-first approach to selling – you’ve worked in coordinated, team-based sales motions and know how to leverage internal partners without losing ownership
• Experience working within or alongside RIA aggregators, OSJs, or broker-dealer networks is a strong differentiator
• Deep proficiency in CRM and sales engagement tools to manage a named account portfolio, maintain accurate forecasts, and document activity rigorously
• Self-directed, accountable, and comfortable performing in a remote, high-growth environment

Work Schedule

Weekdays, during business hours (fully remote)

Benefits

• Competitive salary
• Comprehensive health plan
• 401k plan
• Paid time off