Remote Otter LogoRemoteOtter

Senior Account Executive - Wealth Management - Remote

Posted 12 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 a pioneering company in the tax software industry, leveraging cutting-edge technology and innovative strategies to transform tax management into a proactive, year-round process. Supported by prominent investors such as Treasury, QED, Nyca Partners, Team8, Euclidean Capital, and Atento Capital, April collaborates with financial service companies, fintechs, and payroll providers to integrate mobile-friendly tax solutions into their platforms. The company's mission is to dismantle traditional barriers in the tax industry through advanced AI technology, providing intelligent, white-labeled solutions that enhance financial decision-making.

Share This Job!

Save This Job!

Similar Jobs:

Addepar logo

Account Executive - Wealth Management - Remote

Addepar

11 weeks ago

Join Addepar as an Account Executive to drive sales in the Swiss wealth management market.

Switzerland
Full-time
Sales / Business

Pontera

Account Executive - Wealth Management - Remote

Pontera

24 weeks ago

Pontera is seeking an Account Executive to manage the full sales cycle with wealth management firms.

USA
Full-time
Sales / Business
$70,000 - $98,000/year
GitLab logo

Senior Major Account Executive - Remote

GitLab

10 weeks ago

The Senior Major Account Executive will manage major accounts and lead the sales process at GitLab.

Worldwide
Full-time
Sales / Business
$108,800 - $192,000 USD
Zscaler logo

Account Executive - Risk Management - Remote

Zscaler

7 weeks ago

Join Zscaler as a Product Account Executive to drive data protection sales for enterprise customers.

USA
Full-time
Sales / Business
$1 - $1 USD
Serefin logo

Account Executive/Senior Account Executive - Remote

Serefin

6 weeks ago

Join our team as an Account Executive/Senior Account Executive to drive business growth and manage client relationships in the healthcare sector.

Worldwide
Full-time
Sales / Business