Account Executive
Core
Full-cycle sales role helping families and partners adopt an automated estate settlement product.
Role type
Account Executive (B2B/B2C sales)
Builds
Automated estate settlement platform for wealth transfer
Domain
Fintech / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
full-cycle sales, prospecting, closing, pipeline management, data-driven performance optimization, empathetic communication
Preferred skills
fintech sales experience, financial advisory background, banking experience
Responsibilities
Own full-cycle sales from prospecting to close, educate and guide customers through complex emotional processes, build and manage high-quality pipeline, partner with product and operations to improve customer journey, use data to optimize performance and conversion
