Client Executive - Coaching & Wellness Sales

JOB TITLE: Client Executive - Coaching & Wellness Sales 
LOCATION: NYC Metro area location required (Hybrid) 
ABOUT AROOTAH: Arootah is a high-growth advisory and coaching firm serving the alternative investment industry. Founded by Rich Bello, co-founder and former COO of Blue Ridge Capital, we help hedge funds, family offices, and investment firms achieve peak performance. Our services span: Operational advisory across best practices, due diligence, compliance,  marketing, business development, and fractional expertise Executive, leadership, health, and performance coaching  Talent acquisition and leadership development  Technology and SaaS solutions for enterprise and consumer use We are a mission-driven team dedicated to transforming professional performance and wellbeing across the financial landscape. 
What We Need: We are seeking a Client Executive - Coaching & Wellness Sales to drive growth for our coaching, health, and wellness services. This is a highly visible, hands-on role focused on outbound prospecting, qualification, and closing new business. Reporting directly to the Managing Director – Revenue Strategy & Growth, this individual contributor will work cross-functionally with marketing, product, and leadership to generate pipeline and deliver results. The ideal candidate brings strong B2B sales acumen, understands how to position premium services to senior decision-makers, and is excited by the opportunity to grow a critical vertical within a dynamic firm. 

KEY RESPONSIBILITIES:

• Own and manage the full sales cycle: outbound prospecting, discovery, qualification, proposal development, and closing 
• Develop and execute targeted sales campaigns to drive awareness and interest in Arootah’s coaching and wellness offerings 
• Partner with marketing on lead generation and demand creation initiatives 
• Build and maintain a robust pipeline using CRM tools (HubSpot), ensuring visibility into funnel health and sales forecasting 
• Represent the firm with credibility and professionalism to financial services executives and high-performance individuals 
• Maintain clear reporting on activity, outreach efforts, KPIs, and conversion metrics 
• Conduct market research to refine personas and identify whitespace opportunities in target sectors 
• Provide feedback to leadership and product teams on market needs, objections, and emerging trends 

QUALIFICATIONS:

• 5–8 years of B2B sales experience, preferably in coaching, wellness, professional services, or financial services verticals 
• Demonstrated success prospecting and closing complex deals with senior executives 
• Exceptional written and verbal communication skills 
• Experience working in a fast-paced, entrepreneurial environment with accountability for pipeline generation and revenue goals 
• Familiarity with CRM systems such as HubSpot 
• Deep interest in personal development, performance, or wellness strongly preferred 

Join us at a pivotal moment in Arootah's growth! 
To learn more, visit arootah.com.