SMB Account Executive

About the role

Own a book of business across warm inbound leads and a targeted SMB account list. Run a high velocity sales motion while maintaining a consultative, solution oriented approach. Manage the full sales cycle from prospecting and qualification to evaluation and contracting. Build clear and compelling ROI narratives grounded in advisor workflows and operational pain points. Deliver tailored demos and product presentations that help prospects understand value quickly. Develop strong relationships with firm owners, operations leads, and senior advisors. Work cross functionally with product and engineering to communicate customer needs, product gaps, and market insights. Create repeatable tactics, messaging, and collateral that improve the performance of the SMB sales team. Maintain accurate pipeline management, forecasting, and CRM hygiene. Meet and exceed revenue targets and activity expectations with consistency.

Responsibilities

• Own a book of business across warm inbound leads and a targeted SMB account list.
• Run a high velocity sales motion while maintaining a consultative, solution oriented approach.
• Manage the full sales cycle from prospecting and qualification to evaluation and contracting.
• Build clear and compelling ROI narratives grounded in advisor workflows and operational pain points.
• Deliver tailored demos and product presentations that help prospects understand value quickly.
• Develop strong relationships with firm owners, operations leads, and senior advisors.
• Work cross functionally with product and engineering to communicate customer needs, product gaps, and market insights.
• Create repeatable tactics, messaging, and collateral that improve the performance of the SMB sales team.
• Maintain accurate pipeline management, forecasting, and CRM hygiene.
• Meet and exceed revenue targets and activity expectations with consistency.

Requirements

• Proven experience selling software or SaaS with success in high velocity or SMB motions.
• Ability to run a full sales cycle independently from first touch to close.
• Strong communication skills and the ability to articulate technical concepts to non-technical audiences.
• A disciplined operator who can manage pipeline, forecast accurately, and stay organized.

Qualifications

• Excited by the mission of using AI to transform how work gets done in wealth management.
• A team player who collaborates effectively across sales, product, and leadership.
• Energized by building new processes, improving playbooks, and contributing to team culture.

Skills

• Exceptional communication and presentation skills.
• Ability to understand and explain complex technical concepts to non-technical stakeholders.
• Strong organizational and project management skills.
• Experience working in a fast-paced, high-growth environment.
• Ability to build and maintain strong relationships with clients and partners.

Benefits

• Opportunity to work directly with a high-caliber founding team backed by Sequoia, ICONIQ, and Ribbit.
• Challenging and rewarding work in a rapidly growing company.
• Opportunity to contribute to the development of a transformative technology in the wealth management industry.
• Competitive salary and benefits package.
• Flexible work schedule and remote work options.

Pay

TBD

Schedule

TBD