Teams at Wealth

Drive net-new revenue across an assigned western territory by prospecting, qualifying, and closing financial advisory firms. Manage pipeline, deliver presentations and demos, cultivate named accounts, coordinate with BDRs and cross-functional teams, attend events, and forecast to meet sales targets while providing consultative client education.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Manage and grow relationships with SMB clients to drive adoption, engagement, expansion, and retention of the Wealth.com SaaS platform. Lead onboarding, perform business reviews, coordinate escalations, track account activity in CRM, and collaborate cross-functionally to meet renewal and expansion targets.