Strategic Growth Manager – Account Executive

About the role

The Strategic Growth team is responsible for bringing top‑producing financial advisors to Savvy and plays a critical role in the company’s continued growth. In this role you will partner closely with the SDR team, own the sales process, build relationships with advisors, and demonstrate how Savvy’s technology, marketing, operational support, and culture can help them scale their wealth‑management business.

Key responsibilities

• Bring top‑producing financial advisors with an existing book of business to Savvy by effectively selling the Savvy value proposition.
• Partner with the SDR team to engage and qualify prospective advisors, both inbound and outbound.
• Identify key pain points of prospects and tailor the sales process accordingly.
• Run recruiting presentations showcasing Savvy’s technology platform, marketing capabilities, and operational support.
• Customize pricing and compensation contracts based on advisors’ expectations and book‑of‑business transferability.
• Maintain internal tools, provide regular pipeline updates, and deliver forecasts to the Leadership Team.

Required profile

• 5+ years of relevant sales experience in quota‑carrying roles.
• Experience with deal sizes ranging from $150K to $1M ARR and sales cycles of 1–12 months.
• Proven ability to sell to senior executives and business owners.
• Proficiency with revenue‑related technology such as AI tools, CRM platforms, and sales enablement tools.

Required skills

• Claude (AI)
• ChatGPT (AI)
• Salesforce (CRM)
• LinkedIn (sales prospecting)
• Outreach (sales automation)
• Gong (conversation analytics)

What we offer

• Competitive salary and equity package.
• Unlimited PTO plus paid company holidays.
• Comprehensive medical, dental, and vision plans.
• 401(k), commuter, and HSA/FSA options.
• NYC office in the heart of Manhattan with lunch and snacks provided.
• Access to virtual mental‑health care and a full employee assistance program.