Company Description
Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits, and enhance digital banking services, announced an enhanced solution that will propel banks and credit unions to reach rare revenue opportunities through Wealth Management.
We are seeking a proven rainmaker to serve as the primary contact, closer, and all-knowing resource in making enterprise sales.
Qualifications
- BA/BS in business, finance, economics, or a related concentration
- Minimum 5 years of experience in FinTech (SaaS) sales with strong relationships within the bank channel
- Proven history of setting sales goals and objectives and delivering results
- Experience with Salesforce
What You Will Be Doing
- Conduct outbound prospecting and lead generation activities by phone, email, and social media campaigns.
- Qualify sales leads based on the needs of the client and with a partnership mentality.
- Support the identification of sales opportunities with existing clients.
- Work in a team environment and work closely with the product, implementation, and client success team to communicate necessary information regarding sales prospects.
- Prospect and build a pipeline by traveling; proficient at calling into various levels of an organization, identifying the right opportunities and their appropriateness for entering the pipeline, and handling objections.
- Nurture and continue to develop relationships with consultants and industry partners.
- Communicate to company leadership on pipeline and potential closed business.
- Represent Wealth Access in front of prospects and at market events.
- Work with other sales professionals to form a highly effective sales team.
Why Join Us:
- Innovative Environment: Work with cutting-edge technology in the rapidly evolving wealth tech sector.
- Professional Growth: Opportunities for career advancement and professional development.
- Collaborative Culture: Join a dynamic team that values collaboration, innovation, and excellence.
- Competitive Compensation: Attractive salary and benefits package including flexible PTO, a company-funded HSA, 401k with a match, and paid parking at our downtown Nashville location.
Wealth Access is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Top Skills
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
