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Nevis · 1 month ago

SMB Account Executive

New York, NY

Full-time

Onsite

Mid Level

Nevis is building the world’s first AI wealth management platform, aiming to transform the workflows of financial advisors. As an SMB Account Executive, you'll be responsible for building and scaling the sales approach for smaller advisory firms, managing the full sales cycle, and driving the adoption of AI solutions.

Artificial Intelligence (AI)Business IntelligenceSoftwareWealth Management

Responsibilities

Own a book of business across warm inbound leads and a targeted SMB account list

Run a high velocity sales motion while maintaining a consultative, solution oriented approach

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

Work cross functionally with product and engineering to communicate customer needs, product gaps, and market insights

Create repeatable tactics, messaging, and collateral that improve the performance of the SMB sales team

Maintain accurate pipeline management, forecasting, and CRM hygiene

Meet and exceed revenue targets and activity expectations with consistency

Qualification

SaaS sales experienceFull sales cycle managementCommunication skillsPipeline managementROI narrative developmentProcess improvementTechnical concept articulationTeam collaboration

Required

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

A disciplined operator who can manage pipeline, forecast accurately, and stay organised

Excited by the mission of using AI to transform how work gets done in wealth management

A team player who collaborates effectively across sales, product, and leadership

Energised by building new processes, improving playbooks, and contributing to team culture

Benefits

Work directly with a high calibre founding team backed by Sequoia, ICONIQ and Ribbit.

Build the SMB motion of one of the most ambitious AI companies in the world.

Operate in a fast moving environment where you have real ownership and responsibility.

Sell a product that is reshaping an industry with trillions in assets and massive inefficiencies.

The opportunity to define the future of AI in wealth management and grow your career at the same time.

Company

Nevis

Nevis is the world's first AI-powered platform designed specifically for wealth management.

Founded in 2024

London, England, GBR

11-50 employees

https://www.neviswealth.com/

Funding

Current Stage

Early Stage

Total Funding

$40M

Key Investors

Sequoia Capital

2025-12-01Series A· $35M

2024-12-01Seed· $5M

Leadership Team

Mark Swan

CEO & Co-Founder

Ivan Chalov

COO & Co-Founder

Company data provided by crunchbase