Addition Wealth logo
Addition Wealth

Helping employees make smart financial decisions.

Enterprise Account Executive

Account ExecutiveSalesOtherRemoteLeadTeam 11-50Since 2021H1B No SponsorCompany SiteLinkedIn

Location

New York

Posted

95 days ago

Salary

$200K - $300K / year

Seniority

Lead

Bachelor Degree10 yrs expEnglish

Job Description

Enterprise Account Executive

Addition Wealth

• Drive new business growth by sourcing, developing, and closing enterprise opportunities across financial institutions, including wealth firms, banks, payroll providers, and benefits brokers. • Build and manage a strong pipeline by identifying high-potential prospects, qualifying opportunities, and advancing deals through complex enterprise sales cycles. • Represent Addition Wealth in the market through a strong presence at conferences, industry events, and meetings with senior stakeholders to generate opportunities and deepen relationships. • Develop trusted relationships with key decision-makers and navigate multi-stakeholder buying processes to drive long-term partnership value. • Partner closely with leadership to refine messaging, identify market opportunities, and support go-to-market efforts across priority segments. • Maintain market intelligence by tracking buyer needs, competitor activity, and industry trends to help shape outreach and sales strategy. • Collaborate cross-functionally with marketing, product, and customer success to ensure a strong prospect experience and alignment throughout the sales process.

Job Requirements

  • 10+ years of enterprise sales experience, ideally in fintech or financial services, with a proven track record of selling complex solutions to large enterprise clients in the financial institution or benefits ecosystem
  • Demonstrated success managing complex sales cycles while balancing deal progression and conversion with top-of-funnel activity to maintain consistent pipeline growth
  • Strong understanding of the financial services landscape, including market dynamics, buyer needs, and competitive pressures
  • Established network of industry relationships with clients and stakeholders you have successfully engaged and worked with previously
  • Willingness to travel up to 50% for conferences, industry events, and client meetings
  • Experience building relationships with C-level executives and senior stakeholders across large organizations
  • Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence decision-makers
  • Strong operational discipline, including maintaining CRM hygiene, managing pipeline reporting, and independently creating high-quality decks and presentations to support sales conversations and internal updates.

Benefits

  • Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
  • 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
  • Work from anywhere: We're remote first with a home base in NY.
  • Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
  • Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
  • Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
  • Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
  • Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
  • Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.

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