Nevis Wealth

SMB Account Executive

New York · Senior

Sponsorship not specifiedDetected 236 days ago

CRMSalesAccount ManagementPipeline ManagementForecastingCommunicationPublic Speaking

About the role

You will focus on smaller, fast growing RIAs and independent advisory firms who are ready to adopt AI into their workflow.

Own a book of business across warm inbound leads and a targeted SMB account list.
Manage the full sales cycle from prospecting and qualification to evaluation and contracting.
Build clear and compelling ROI narratives grounded in advisor workflows and operational pain points.
Deliver tailored demos and product presentations that help prospects understand value quickly.
Develop strong relationships with firm owners, operations leads, and senior advisors.
Create repeatable tactics, messaging, and collateral that improve the performance of the SMB sales team.
Maintain accurate pipeline management, forecasting, and CRM hygiene.
A disciplined operator who can manage pipeline, forecast accurately, and stay organised.

Proven experience selling software or SaaS with success in high velocity or SMB motions.
Ability to run a full sales cycle independently from first touch to close.
Strong communication skills and the ability to articulate technical concepts to non technical audiences.
Operate in a fast moving environment where you have real ownership and responsibility.

Nevis is building the world's first AI wealth management platform.
We are building the system financial advisors will run on for the next decade.
Our AI completes work, automates workflows end to end, and frees advisors to spend more time with clients.
In the future, every wealth management firm will run on Nevis.
Nevis was founded by an exceptional team of ex-Revolut executives and has raised a total of $40 million from world leading investors including Sequoia Capital, ICONIQ and Ribbit.

This listing is sourced directly from Nevis Wealth's careers page and normalized into a canonical job model.