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Table of Contents

Sales

The Sales team includes Advisor Sales, Enterprise Account Management, Sales Development, and Sales Operations, all aligned to grow eMoney’s business.

View the Sales team in Pingboard

Advisor Sales Team

eMoney’s Advisor Sales team is responsible for generating new revenue by selling eMoney’s platform to financial professionals. They build relationships, identify opportunities, and close new business.

Roles within the Advisor Sales team include:

  • Account Manager: Responsible for managing and growing relationships with existing customers.
    • Tier 2: Accounts with $50K-$149K ARR
    • Tier 3: Accounts with <$50K ARR
  • Named Accounts: Focuses on a select list of high-potential clients.
  • New Logo: Responsible for new logo business development.
    • Tier 1:  Firms with 150+ Advisors or identified strategic target
    • Tier 2: Covers firms with 50-149 Advisors or identified strategic target.
    • Tier 3 (Previously ISM Geo): Covers firms with less than 50 advisors

Advisor Sales Team Contact Information

Tier 1 Account Managers

This team is focused on driving revenue through upselling, cross-selling, contract renewals, and strategic account planning, while delivering a unified, strategic client experience that drives business outcomes and measurable growth for both eMoney and our top accounts. These are typically accounts with Annual Recurring Revenue (ARR) of $150K and above.

Enterprise Account Management Contact Information

Sales Development Representatives Team

Our Sales Development Representatives (SDRs) focus on inbound lead qualification and outbound prospecting. Their goal isn’t to close deals – they generate and qualify leads, moving them through the pipeline until they’re ready for a sales rep. This two-step process lets our sales reps and account managers concentrate on closing deals, while Sales Development handles finding and qualifying new leads.

Sales Development roles are broken down by the following areas:

  • SDRs Net New – Aligned with the Advisor Sales Internal Sales Manager (ISM) team to focus on net new business.
  • SDRs Client – Aligned with the Advisor Sales Account Management (AM) team to focus on client expansion and growth.
  • SDRs Outbound – Focused on 100% outbound prospecting on unengaged total addressable market (TAM).
  • Enterprise SDR – Primary focus on support of Enterprise prospects.

Sales Development Contact Information

Sales Operations Team

The Sales Operations team supports and enables eMoney’s sales teams to sell more efficiently and effectively by providing strategic direction and reducing friction in the sales process so eMoney’s sales team are more productive and successful. The team is responsible for sales strategy, territory structuring, and alignment to sales process optimization, compensation plans, sales automation, training, and data analytics and reporting. In short, this team handles anything and everything that helps eMoney’s sales teams establish and maintain sustainable growth.

Sales Operations Contact Information

Account Coverage

Account coverage is organized by tier (Tier 1, Tier 2, Tier 3), with tiers defined by total annual recurring revenue (ARR) for existing business and total number of advisors for new logo business. These tiers sit within defined sales territories, helping ensure clear ownership, balanced coverage, and the right level of support for each account.

To view a breakdown of tiers and territories, click here.

Advisor Sales

Enterprise Sales

Account Managers

New Logo

Inside Sales Manager (ISM) Named Territories

Sales Development Representatives (SDRs)

  1. SDR Account Managers
  2. SDR Named Territories
  3. SDR New Logo