Strategic Growth Manager (Account Executive)

Savvy
New York
Workplace: RemoteFull timeUSD 250,000 - 285,000 annuallyFunction: SalesExperience: 5+ yearsSkills: ["Relationship-building","Consultative selling","Empathy","Listening","Forecasting"]

Own the consultative sales process for bringing top-performing financial advisors to Savvy. Partner with the SDR team to qualify and build relationships, uncover pain points, and guide decision-makers through Savvy’s technology, marketing, operational support, and culture. Run recruiting and deal cycles, tailor pricing and contracts, maintain revenue tooling, and present pipeline, learnings, and forecasts in regular leadership reviews.

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FursaFursa
Savvy
Savvy
2 days ago

Strategic Growth Manager (Account Executive)

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Last checked: 4 hours agoStatus: Live

Job Summary

Own the consultative sales process for bringing top-performing financial advisors to Savvy. Partner with the SDR team to qualify and build relationships, uncover pain points, and guide decision-makers through Savvy’s technology, marketing, operational support, and culture. Run recruiting and deal cycles, tailor pricing and contracts, maintain revenue tooling, and present pipeline, learnings, and forecasts in regular leadership reviews.
Location: New York
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Bring top-producing financial advisors with an existing book of business to Savvy by selling the Savvy value proposition
  • •Partner with the SDR team to engage, qualify, and build relationships with prospective financial advisors
  • •Identify prospective advisor pain points and tailor the sales process accordingly
  • •Prepare for and run recruiting to showcase Savvy’s technology, sales/marketing, and operational support
  • •Manage pricing/compensation expectations and customize contracts; maintain tools and provide pipeline forecasts in leadership reviews

Pay and Benefits

Salary: USD 250,000 - 285,000 annually
Perks:MedicalDentalVision401kPaid LeaveHsa/fsa

Key Requirements

  • •5+ years of relevant sales experience in quota-carrying roles
  • •2+ years of experience at a high-growth tech startup
  • •Experience with deal sizes of $200K to $1M ARR
  • •Experience working with deal cycles ranging from 1–12 months
  • •Proficiency with revenue-related technology (e.g., Claude, ChatGPT, Salesforce, LinkedIn, Outreach, Gong)
Experience:5+ yearsHigh-growth tech startupWealth managementFinancial advisoryRIAB2B SaaS
Skills:Relationship-buildingConsultative sellingEmpathyListeningForecasting
Tech Stack:ClaudeChatGPTSalesforceLinkedInOutreachGong

Company Brief

Savvy
Provides wealth management and financial planning services focused on helping individuals and families grow, preserve, and manage their wealth through personalized investment strategies and advisory support.
Industry: Wealth Management
Website