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Senior Account Executive - Wealth Management - Remote

Posted 25 weeks ago
Sales / Business
Full Time
Worldwide
$145,000 - $165,000/year

Overview

april is looking for a Senior Account Executive - Wealth Management to join our sales team. Reporting to april’s President and Chief Operating Officer, you will have a unique opportunity to play a pivotal role in our business growth. You will be responsible for closing large deals and building win-win relationships with large fintech, banking, and wealth management clients.

In Short

  • Source new sales opportunities through targeted outbound calls and emails.
  • Develop and manage your own book of business.
  • Become an april product expert to assist buyers through the purchasing process.
  • Leverage account-based sales strategies to open new prospects.
  • Build strong relationships with partners to drive commitment.
  • Update CRM system to document all activities on opportunities.

Requirements

  • Minimum 5+ years of full-cycle, solution-selling B2B SaaS experience.
  • Strong business acumen and understanding of client business contexts.
  • Ability to identify client pain points and develop unique value propositions.
  • Experience in negotiating and closing SaaS deals with $100K-$500K contract sizes.
  • Exceptional executive presence and ability to engage C-Suite audiences.
  • Experience using and advancing CRM systems.
  • Cross-functional collaboration experience with product, marketing, and customer success.
  • A drive to innovate and think creatively.

Benefits

  • Opportunity to play a pivotal role in business growth.
  • Support from marketing and demand-generation efforts.
  • Competitive compensation based on success in driving growth.

April

April

april is an innovative tax technology company that offers the only embedded, year-round tax platform designed to enhance financial decision-making. Their white-labeled tools provide real-time tax intelligence, enabling users to understand the implications of their financial activities and manage tax payments effectively throughout the year. With a focus on handling complex tax situations, april's AI-powered tax engine integrates seamlessly with partner applications to deliver accurate results quickly. Their API-first infrastructure allows for smooth data integrations, helping partners add value and strengthen client relationships by transforming tax management into a strategic advantage.

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