Remote Senior Account Executive

Summary

The job is for an Account Executive in a B2B SaaS Loyalty Platform selling into Wealth/Financial Management Firms. The role involves finding and connecting with potential clients, arranging sales meetings, presenting the platform to boost client retention and grow AUM, using provided materials, and focusing on acquiring new business only. The candidate should have demonstrated success in selling software, marketing, or consulting services to financial firms with a focus on the US market and valuable existing connections in financial institutions.

Requirements

• Demonstrated success in selling software, marketing, or consulting services to financial firms, with a focus on the US market
• Valuable existing connections and relationships with key figures in financial institutions

Responsibilities

• Find and connect with potential clients in finance and wealth management
• Arrange sales meetings with top executives
• Present their platform to boost client retention and grow AUM
• Use provided materials for presentations and support
• Focus on acquiring new business only