Senior Account Executive

We’re on a mission to help every family leave their legacy with a fast, easy, and secure way to create, manage, and distribute their estate plan online. Since 2017, we’ve helped hundreds of thousands of families plan for their future with a streamlined and intuitive approach that makes estate planning simple, affordable, and accessible. We’re backed by leading names in venture capital including Jackson Square Ventures, Link Ventures, Revolution’s Rise of the Rest, Halogen Ventures, and more.

If you would like to join us, we are looking for a Senior Account Executive that will help us continue to scale our financial advisor offering to some of the largest advisory firms nationwide.

About You:

You are a seasoned SaaS sales professional with a proven track record of driving ARR growth through multi-seat sales, outbound prospecting, and strategic deal execution. As a Senior Account Executive, you are both a closer and a leader, capable of operating in a high-growth, evolving sales environment while mentoring and elevating those around you.

You thrive on building net-new relationships with mid-market financial advisory firms, using a consultative approach to educate and sell to C-suite executives and key stakeholders. You are proactive and strategic—able to navigate complex sales cycles, manage multiple stakeholders, and drive high-value expansion opportunities.

With your leadership and expertise, you will play a key role in accelerating our go-to-market strategy, helping refine our outbound sales motion, sales processes, and revenue-driving initiatives. You take ownership of your pipeline, are comfortable with longer sales cycles, and have experience successfully landing and expanding enterprise or mid-market accounts.

You have an entrepreneurial mindset, eager to shape strategy and make a lasting impact. You love to prospect, nurture high-value leads, and win new business, all while mentoring and setting the standard for junior AEs. You’re energized by the opportunity to be part of a fast-paced, high-growth team, working closely with leadership to define and execute scalable sales strategies that drive meaningful business results.

In this role, you’ll focus on identifying and developing new mid-market opportunities within the RIA and Broker-Dealer space, helping us increase market share and land some of the largest potential new partners. Reporting directly to the Head of Advisor Sales, you’ll have a direct impact on sales strategy, execution, and revenue growth, setting the foundation for long-term success.

About the Role:

• Identify and engage top mid-market firms with the highest revenue potential.
• Research and strategically approach key contacts, leading outbound efforts to generate high-value opportunities.
• Own the full sales cycle—from initial outreach and discovery to contract negotiation and rollout.
• Execute a land-and-expand strategy, maximizing ARR growth through multi-seat adoption, expansion, and upsells.
• Meet and exceed quarterly and annual revenue targets, leveraging a consultative sales approach.
• Deliver high-impact demos and build consensus among multiple stakeholders to drive deal success.
• Act as a sales leader and mentor, helping to elevate junior AEs by sharing best practices, coaching on deal strategy, and fostering a team-first culture.
• Lead by example in prospecting, negotiation, and closing, serving as a model for excellence in sales execution.
• Operate with an ownership mindset, proactively shaping and refining sales processes rather than just following a playbook.
• Comfortable with ambiguity—able to thrive in an early-stage or high-growth SaaS environment where strategies and systems are continuously evolving.
• Accurately forecast pipeline and revenue, ensuring strong predictability in deal execution.
• Collaborate cross-functionally with Leadership, Marketing, Product, and Member Success to drive alignment and accelerate deal cycles.
• Represent the company and brand at industry events, conferences, and through personal brand-building efforts.
• Present the company's value proposition to prospective clients, both virtually and in-person, including at industry events with up to 10% travel required.

Qualifications

• 5-10 years of SaaS sales experience, with a strong track record of dri