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Enterprise Account Executive

United States of America (Remote)





*This post was created on behalf of one of Bravado’s clients.

Our client operates in the wealth management industry in the US, and addresses many long-standing problems within that industry, namely, low technology penetration. 75% of financial advisors do not offer any digital communication beyond emails and 62% of them conduct financial planning manually (for example, in Excel), resulting in a poor client experience and over 70% of a financial advisor’s time spent on non-client facing tasks. Our client is a digital-first platform for financial advisors centered around modernizing human financial advice. Financial advisors who partner with our client leverage the integrated technology platform to help supercharge growth with AI-powered software, sales and marketing automation, and back office workflows. Their proprietary technology empowers financial advisors to help scale revenue faster and spend more time focused on growth.

Location: United States of America (Remote)

About the Role:

The Senior Enterprise Account Executive is a critical role like no other: you will be the second AE on the team responsible for driving revenue growth for our client. As a Series A company, our client has seen dramatic growth over the last six months and the demand from prospective financial advisors has grown exponentially; this role will be responsible for closing the ever-increasing demand and helping them achieve its ambitious revenue growth targets.

You will be directly responsible for driving new revenue. Your role is to bring top producing financial advisors (with an existing book of business) into our client's roster by effectively crafting and selling the value proposition. This will involve a broad range of responsibilities including facilitating the sales process, understanding the nuances of a prospective financial advisor’s business and the value they can drive for them, crafting contracts to achieve business goals for all parties, and influencing the strategic direction of the company by using your insights and data to improve the sales process, provide product feedback, and drive change across the organization. This is not a sourcing role (we have an inbound/outbound SDR team that handles that); the primary focus is on closing.

As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company.


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