Note: The job is a remote job and is open to candidates in USA. Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. They are seeking a proven sales producer to serve as a primary contact and closer for enterprise sales, owning the full sales cycle and creating lasting client relationships.
Responsibilities
- 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
Skills
- 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
- 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
- Strong existing relationships in the bank and wealth management channel
Benefits
- Equity participation
- Flexible / unlimited PTO
- Company-funded HSA
- 401(k) with company match
- Paid downtown Nashville parking
- Comprehensive health, dental, and vision benefits
Company Overview