As an Account Executive- Central , you'll play a pivotal role in driving growth by introducing our cutting-edge digital estate planning platform to financial advisory firms. You'll connect with prospective clients, communicate our value clearly, and guide them through a consultative sales process. We're looking for driven, collaborative individuals who are excited to make an impact in a fast-paced, mission-driven environment.
What You'll Do- Drive Growth: Engage new business opportunities and consistently meet or exceed revenue goals within your assigned territory.
- Strategic Selling: Leverage both existing networks and new channels to identify and pursue meaningful sales opportunities.
- Collaborate Cross-Functionally: Partner with internal teams-including Sales, Marketing, and Customer Success-to ensure alignment and deliver a cohesive client
- Lead with Insight: Deliver insightful product demos and meetings that speak directly to a client's challenges and goals.
- Educate and Empower: Clearly articulate the value of our platform, educating clients on how it supports their success and streamlines their work.
- Consultative Approach: Build authentic relationships with prospective clients by listening, understanding their needs, and offering tailored solutions.
- Manage Pipeline: Take ownership of your sales pipeline, forecast accurately, and help drive team alignment through transparent reporting.
- Enhance Customer Experience: Champion our commitment to creating a positive, inclusive, and results-driven client journey.
- Partner with BDRs: Work closely with Business Development Representatives to align on lead qualification and outbound strategies.
What We're Looking For- A self-starter with a collaborative mindset and a passion for solving customer challenges.
- Strong communication skills with the ability to build trust and rapport across diverse audiences.
- Experience in SaaS sales, especially within the fintech or financial services sector, is a plus.
- A commitment to continuous learning and openness to feedback in a fast-moving environment.
- Comfort navigating ambiguity and a willingness to roll up your sleeves when needed.
What You Bring:- Bachelor's degree or equivalent experience-what matters most is your ability to deliver results and grow in the role.
- 3+ years of experience in a sales role, ideally in fintech, wealthtech, or a related SaaS environment.
- Willingness to travel occasionally (less than 10%) to support client and team engagement.
You're a Great Fit If You:- Have a strong track record of meeting or exceeding sales targets.
- Are a proactive self-starter who thrives in fast-moving, entrepreneurial settings.
- Bring strong communication, relationship-building, and negotiation skills to every interaction.
- Enjoy collaborating across teams and value working in an environment built on trust, purpose, and shared success.
- Excel at staying organized, thinking analytically, and adapting to evolving priorities.
Benefits & Perks- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Excellent Medical, Dental, and Vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
- 100% Company Paid Basic Life Insurance, Short Term and Long Term Disability
- 100% Paid Parental Leave upon eligibility
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Take time off for holidays-and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
- Free estate planning for life!
