Account Executive

Wealth Access - Nashville, TN

Full-time - Mid Level

Nashville, TN

101-250 employees

Motion Picture and Sound Recording Industries

About the position

Wealth Access is changing how financial institutions interact with their customers by delivering data insights that power hyper-personalized digital banking and wealth management experiences. Our enterprise customer data unification platform integrates with existing systems to generate insightful analytics that provide a unified financial picture all in one place, enabling better business decisions and exceptional client experiences. Our data unification SaaS platform is designed for financial institutions, allowing them to help their clients via a customer portal backed by all their financial data all shown in a single place. We are looking for someone who loves helping us make the financial world clearer for everyone. As an Account Executive, your role will be to build new strategic-level client relationships and developing strategies to ensure relationship retention and expansion. You will act as the primary contact, closer, and all-knowing resource in making enterprise sales. This position requires conducting outbound prospecting and lead generation activities by phone, email, and social media campaigns. You will qualify sales leads based on the needs of the client and with a partnership mentality, supporting the identification of sales opportunities with existing clients. You will work in a team environment and closely with the product, implementation, and client success teams to communicate necessary information regarding sales prospects. Your responsibilities will also include prospecting and building a pipeline by traveling, proficiently calling into various levels of an organization, identifying the right opportunities and their appropriateness for entering the pipeline, and handling objections. Nurturing and continuing to develop relationships with consultants and industry partners will be key, as well as communicating to company leadership on pipeline and potential closed business. You will represent Wealth Access in front of prospects and at market events, working with other sales professionals to form a highly effective sales team.

Responsibilities

• Act as the primary contact, closer, and all-knowing resource in making enterprise sales.
• Conduct outbound prospecting and lead generation activities by phone, email, and social media campaigns.
• Qualify sales leads based on the needs of the client and with a partnership mentality.
• Support the identification of sales opportunities with existing clients.
• Work in a team environment and work closely with the product, implementation, and client success team to communicate necessary information regarding sales prospects.
• Prospect and build a pipeline by traveling; proficient at calling into various levels of an organization, identifying the right opportunities and their appropriateness for entering the pipeline, and handling objections.
• Nurture and continue to develop relationships with consultants and industry partners.
• Communicate to company leadership on pipeline and potential closed business.
• Represent Wealth Access in front of prospects and at market events.
• Work with other sales professionals to form a highly effective sales team.

Requirements

• BA/BS in business, finance, economics, or a related concentration
• Minimum 5 years of experience in FinTech (SaaS) sales with strong relationships within the bank channel
• Proven history of setting sales goals and objectives and delivering results
• Experience with Salesforce
• Ability to self-manage to set goals and objectives and deliver results
• Ability to develop relationships with all levels within prospective client companies
• Ability to be client-centric
• Ability to work cross-functionally and exercise influence across various departments
• Ability to communicate verbally and in writing with all levels of employees
• Detail-oriented
• Strong attention to detail
• Excellent presentation skills with the ability to adjust messaging according to the audience
• Strong verbal and written communication skills