The Enterprise Deployment Account Executive identifies and engages with enterprise clients to close software licensing opportunities, managing the full sales cycle and collaborating with teams to enhance client experience.
Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
About the Role
The Enterprise Deployment Account Executive is responsible for identifying, engaging,
and closing licensing opportunities with satellite offices, regional branches, and affiliated
entities of our existing enterprise clients. This role focuses on growing incremental
revenue by expanding adoption across decentralized or multi-location organizations
with pre-existing enterprise agreements.
Key Responsibilities:
- Own a portfolio of accounts affiliated with existing enterprise-level clients.
- Prospect and engage with decision-makers at satellite offices, regional branches, or subsidiaries aligned with enterprise clients.
- Educate and position the value of our solution tailored to regional needs, leveraging enterprise relationship credibility.
- Manage the full sales cycle, from lead generation strategy (with marketing & BDR support) through negotiation to close.
- Collaborate with Customer Success and Sales Teams to ensure aligned messaging and client experience.
- Track pipeline and forecasting in CRM, ensuring accurate and up-to-date records.
- Meet or exceed monthly and quarterly penetration targets for license deployment.
What You’ll Bring:
- 3+ years of B2B SaaS or enterprise software inside sales experience, preferably in fintech or wealth management.
- Proven ability to sell into multi-location organizations or manage regional/affiliate sales motions.
- Strong understanding of enterprise buying processes, with experience navigating complex account hierarchies.
- Excellent communication, negotiation, and consultative selling skills.
- Experience working cross-functionally with account teams and customer success.
- Highly organized with a data-driven mindset and CRM proficiency.
- Salesforce experience preferred.
Why you'll love working for wealth.com:
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
B2B Saas
CRM
Salesforce
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