Jobs at Wealth

Own strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth. Build account plans, cultivate executive relationships, lead business reviews, negotiate commercial agreements, manage forecasts and pipeline, identify risks and opportunities, and coordinate internal teams to deliver client value. Serve as a strategic advisor and advocate for major clients while sharing account-management best practices and supporting team development.

Drive enterprise sales growth across new and existing RIA customers by building pipeline, managing complex multithreaded deal cycles, exceeding quota, and expanding customer relationships. Deliver consultative demonstrations, align stakeholders, negotiate contracts, and partner with business development, account management, product, and leadership teams. Represent the company at industry events and travel extensively to engage clients and generate enterprise opportunities.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.