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 

• Proactively identify retention and renewal risks and manage Client Success team to implement strategies that improve client engagement, satisfaction, and long-term value. 
   
• Travel: up to 30% domestically for client meetings & events

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 

BENEFITS 

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.