Manager of Sales

Wealth Access is seeking a Manager of Sales to lead revenue growth and build,lead, and scaleour client-facing revenuegroup. Reporting to theCEOthis person willbe responsible for managing a team while establishing structure, accountability, and operational sales discipline. The ideal candidate brings strong B2B SaaS sales experience; FinTech is preferred, and has successfully built, coached, and scaled high‑performing teams in a fast‑moving startup environment.

This position is Hybrid out of our beautiful Nashville, TN office.

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 scalable 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

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