Nashville, Tennessee, United States · Hybrid
Wealth Access is seeking a Manager of Sales to lead revenue growth and build, lead, and scale our client-facing revenue group. Reporting to the CEO this person will be responsible for managing a team while establishing s…
Skills: B2B SaaS Sales, People Leadership, Pipeline Management, Client Success Management, CRM Proficiency
Nashville, Tennessee, United States · Remote OK
We are seeking a proven sales producer to serve as a primary contact, closer, and knowledgeable resource for enterprise sales. As an Account Executive at Wealth Access, you will own the full sales cycle — from outbound p…
Skills: B2B SaaS Sales, Enterprise Sales, Outbound Prospecting, Lead Generation, Pipeline Management
Nashville, Tennessee, United States · On-site
Director Engineering Nashville, TN | Full-Time | Reports to CTO The Role Wealth Access is hiring a Director of Engineering to lead engineering execution across our application platform, data pipelines, reliability, and A…
Skills: Engineering Leadership, People Management, Software Architecture, AI-assisted Development, CI/CD
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Lead and scale the client-facing revenue group by managing sales and client success teams to drive predictable revenue growth. Establish operational discipline through the development of playbooks, pipeline reporting, and proactive client health monitoring.
Requires 7-10 years of B2B SaaS revenue leadership with at least 2-3 years in a people management role. A bachelor's degree is required, with proficiency in CRM platforms like HubSpot and a proven track record in FinTech preferred.
KEY RESPONSIBILITIES
Revenue Generation and Sales Discipline
Directly manage and grow sales and client success teams including coaching, pipeline review, deal support, performance management, and professional development
Maintain and report on pipeline, retention, and account health to the Executive leadership team.
Evaluate and iterate on sales and client success playbooks, processes, and tooling to establish an operating cadence that supports predictable revenue growth
Client Relationship Management
Lead and develop the Client Success team, ensuring team members are trained, coached, and accountable to processes and playbooks
Develop and maintain client success playbooks and operating procedures that support consistent onboarding, adoption, retention, renewal, and expansion across the client lifecycle
Develop client health reports and tooling to proactively monitor client health to ensure delivery of proactive, high-quality relationships and engagement across the portfolio
People and Process Leadership
Lead, coach, and develop the Sales and Client Success team members in their day-to-day work and long-term growth
Build a culture of accountability, continuous improvement, and operational excellence across the sales and client success organizations to hold the team accountable to activity metrics, pipeline targets, and client satisfaction goals
Support onboarding of new team members and contribute to building team processes and playbooks
Conduct regular one-on-ones, performance reviews, and career development planning for all direct reports
Cross-Functional Collaboration
Collaborate with Product and Technology teams to relay client feedback and market insights to inform the product roadmap
Partner with Marketing on pipeline generation activities, events, and client-facing content
Represent Wealth Access at industry conferences and client events
QUALIFICATIONS
7–10 years of progressive B2B SaaS revenue leadership with at least 2–3 years in a people leadership or team lead role
Demonstrated ability to manage client relationships and support team members in a complex, multi-stakeholder environment
Demonstrated success building, documenting, and implementing scales sales and client success processes and playbooks
Experience managing or mentoring individual contributors in a sales or client success function
Proficiency with CRM platforms (HubSpot preferred) and a structured approach to pipeline management including pipeline reviews, forecasting processes, performance metrics, and operating cadence
Strong analytical and executive communication skills, with a passion for relationship-building, organization, and process
Bachelor's degree required; MBA or equivalent a plus but not required with strong experience
Wealth Access offers a competitive total compensation package commensurate with experience, qualifications, and market conditions. This role includes:
Equity participation
Flexible / unlimited PTO
Company-funded HSA
401(k) with company match
Paid downtown Nashville parking
Comprehensive health, dental, and vision benefits
About Wealth Access
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
We connect data & people, empowering financial institutions to See As One & deliver more connected human experiences.
At Wealth Access, we believe intelligence begins with connection. In today’s financial landscape, most institutions are rich in data but poor in clarity. Valuable client information is often scattered across siloed banking, wealth, and trust systems, leaving teams with a fragmented understanding of the people they serve. This lack of visibility doesn't just create operational friction—it prevents institutions from delivering the human-centered experiences modern clients expect. We exist to help financial institutions See As One. Wealth Access is the leading Connected Intelligence Platform built to unify fragmented data into a single, accurate, and actionable view of every relationship across the enterprise. We do the "heavy lifting" of data unification—aggregating and enriching information from across your firm's four walls—so you can fast-track strategic initiatives. By connecting data, people, and purpose, we empower your teams to: -See the Whole Story: Unify books and records with no conversion required, creating a universal client record that provides newfound visibility across all business lines. -Serve with Clarity: Equip advisors with the insights they need to turn every interaction into a moment that matters, moving from transactional tasks to relationship-led service. Grow with Confidence: Identify cross-sell opportunities, increase deposits, and deliver personalized digital experiences that build lasting trust and loyalty. Our platform is system-agnostic and API-based, designed to integrate seamlessly into your existing infrastructure—whether that’s your bank core, trust accounting system, or CRM. With over a decade of expertise and a philosophy rooted in empathy, Wealth Access helps you turn fragmented information into clarity and clarity into possibility. When everything connects, everyone moves forward.
Offices: 222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US
We connect data & people, empowering financial institutions to See As One & deliver more connected human experiences.
At Wealth Access, we believe intelligence begins with connection. In today’s financial landscape, most institutions are rich in data but poor in clarity. Valuable client information is often scattered across siloed banking, wealth, and trust systems, leaving teams with a fragmented understanding of the people they serve. This lack of visibility doesn't just create operational friction—it prevents institutions from delivering the human-centered experiences modern clients expect. We exist to help financial institutions See As One. Wealth Access is the leading Connected Intelligence Platform built to unify fragmented data into a single, accurate, and actionable view of every relationship across the enterprise. We do the "heavy lifting" of data unification—aggregating and enriching information from across your firm's four walls—so you can fast-track strategic initiatives. By connecting data, people, and purpose, we empower your teams to: -See the Whole Story: Unify books and records with no conversion required, creating a universal client record that provides newfound visibility across all business lines. -Serve with Clarity: Equip advisors with the insights they need to turn every interaction into a moment that matters, moving from transactional tasks to relationship-led service. Grow with Confidence: Identify cross-sell opportunities, increase deposits, and deliver personalized digital experiences that build lasting trust and loyalty. Our platform is system-agnostic and API-based, designed to integrate seamlessly into your existing infrastructure—whether that’s your bank core, trust accounting system, or CRM. With over a decade of expertise and a philosophy rooted in empathy, Wealth Access helps you turn fragmented information into clarity and clarity into possibility. When everything connects, everyone moves forward.
Offices: 222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US
