Senior Account Executive
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Job Description
Senior Account Executive at Smartleaf managing sales processes for a portfolio management SaaS. Focusing on relationship management and insights within the wealth management sector.
Responsibilities:
- Managing all phases of the sales process from prospecting to continued relationship management
- Building strategic relationships at the executive level and down to individual advisors
- d• Understanding wealth advisors’ pain points and demonstrating solution functionality and benefits
- Creating sales plans, generating proposals, assisting with advisor training and onboarding
- Transitioning new clients to the client services team and supporting asset onboarding and upsell opportunities
Requirements:
- 10 years+ of B2B sales
- Excellent written and verbal communication skills
- Proficiency in CRM (HubSpot or other), Google Drive, MS Excel, MS PowerPoint, and MS Word
- Current Series 7 or Series 65 certifications (Nice to Haves)
- Experience with Seamless Ai, LinkedIn Sales Nav or similar prospecting databases (Nice to Haves)
Benefits:
- Health insurance with $0 deductible
- Market holidays + 20 days PTO
- SIMPLE IRA with 4% company match
- Flexibility: Option for remote work
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