Conduct outbound prospecting and lead generation via phone, email, and social media campaigns
Qualify sales leads based on client needs and with a partnership mentality
Build and manage a pipeline by traveling and calling into various levels of an organization — identifying the right opportunities and handling objections
Close enterprise deals and support identification of sales opportunities with existing clients
Nurture and develop relationships with consultants and industry partners
Communicate pipeline status and potential closed business to company leadership
Represent Wealth Access in front of prospects and at market events

3+ years of full-cycle B2B SaaS sales experience, ideally in FinTech or financial services
Sales quota attainment for enterprise-level deals throughout sales career
Proven outbound motion — not a pure inbound closer
Deep familiarity with the bank and wealth management channel; strong existing relationships are a plus
BA/BS in business, finance, economics, or a related field
Experienced Salesforce user; CRM-disciplined and consistent in pipeline hygiene
Genuine curiosity about banking and financial services; domain expertise is a plus, not a requirement
Coachable, collaborative, and comfortable operating in a high-growth, team-oriented environment
Comfortable with heavy travel as part of the role

Enterprise Account Executive

Key skills