Your Money Line

Account Executive

• Identify and contact sales prospects
• Create new opportunities through inbound, events, and outbound efforts
• Handle inbound requests and conduct outbound prospecting to ideal clients
• Run discovery, qualification, demo, and negotiation calls with prospective buyers
• Manage the end-to-end deal cycle with customers
• Exceed quarterly activity, pipeline, and revenue goals
• Work with internal leadership to develop products and processes
• Track opportunity and customer details, including use case, purchase timeframes, next steps, and forecasts, in Salesforce CRM
• Work directly with HR leaders, CFOs, and benefits decision-makers
• Collaborate with sales team members and the marketing team

Marketing

• Own the partner marketing experience after acquisition, from onboarding through activation, referrals, retention, and expansion
• Build trusted relationships with RIAs, benefits brokers, and other financial-services partners
• Learn partners’ businesses, priorities, and definitions of success
• Create and launch multichannel campaigns across email, direct mail, webinars, events, print, and other suitable channels
• Bring joint opportunities to life with current partners and qualified prospects, engaging client audiences and generating referrals
• Collaborate with Sales to deepen relationships, identify opportunities, and convert partner activity into pipeline and shared wins
• Re-engage inactive partners and increase adoption among paid-seat partners
• Expand high-potential relationships across teams, clients, use cases, and seats
• Define healthy partner growth and track activation, engagement, referrals, pipeline, retention, and expansion
• Take programs from idea to launch by shaping plans, coordinating stakeholders, and executing hands-on
• Experiment, learn quickly, and turn successful approaches into a scalable partner-growth playbook
• Report to the Senior Director of Marketing
• Collaborate closely with Sales, Client Success, and Product

Account Executive

Partner Marketing Manager