Nick Castello

Account Executive @ Betterment

About

Senior account executive with 10+ years of full-cycle B2B sales experience across FinTech and SaaS, selling regulated platforms into CFO / COO-led buying committees and advisor partner channels. One of two early hires at a leading WealthTech SaaS platform leading the effort into the advisor / RIA partner channel sales motion. My edge is in process discipline: structured multi-threaded discovery, early stakeholder mapping, and MEDDIC-style rigor around economic buyer alignment and decision criteria while generating ~ 65% of pipeline through self-sourced outbound.

Country

United States

City

San Diego Metropolitan Area

Industry

Computer Software

Skill

Forecasting, LinkedIn Sales Navigator, HubSpot, Clari, Outreach.io, Customer Relationship Management (CRM), Salesforce.com, Go-to-Market Strategy, Software as a Service (SaaS), Solution Selling, Objection Handling (Sales), SPIN Sales Training, SPIN Selling, MEDDIC Sales Methodology, Opportunity Qualification, Stakeholder Mapping, Multithreading, Territory Planning, Territory Management, Sales Pipeline Management

Experience

Account Executive

Betterment

2021-12 - Present · 4 yrs 10 mos

→ Led full-cycle sales processes with C-level stakeholders at a high velocity and 33% average close ratio → Drove growth in lead generation by developing and executing territory-based sales strategies in partnership with BDR/SDR → Leveraged SPIN selling methodologies to identify pain points and deliver ROI-focused solutions → Fostered multi-stakeholder alignment by leading cross-functional efforts to align customer needs with product roadmap → Led internal AI platform adoption initiatives, demonstrating ability to master and evangelize new technology solutions → Collaborated with product and engineering teams to align platform capabilities with client requirements → Implemented advanced CRM systems to optimize client interaction tracking and sales pipeline management → Led successful contract negotiations, securing agreements that met both company objectives and client needs. → Provided strategic market insights and recommendations that informed senior management's sales strategies and business planning. → Skills: Outreach.io | Salesforce | Hubspot | Gong.io | Groove | Asana | Slack | Google Slides

Account Manager

Western Asset Management

2018-1 - 2021-12 · 4 yrs

Greater Los Angeles Area

→ Managed enterprise relationships of institutional clients with $1-5B in AUM → Exceeded revenue targets through strategic engagement and identifying cross-sell opportunities → Implemented data-driven strategies to optimize customer acquisition and retention efforts → Facilitated interdepartmental efforts to identify growth opportunities and address customer needs → Managed new business opportunities from initial engagement through to account funding, ensuring a smooth onboarding process. → Conducted in-depth financial statement analysis to inform investment decisions, enhancing portfolio performance.

Sales Development Representative

Lincoln Financial Network

2014-6 - 2017-12 · 3 yrs 7 mos

San Diego, CA

→ Generated highest new business volume amongst peer group → Executed strategic outbound prospecting campaigns to decision makers → Collaborated with senior associates to deliver tailored wealth management solutions, achieving a 30% increase in client acquisition. → Proactively identified and cultivated new business opportunities through strategic cold calling and prospecting efforts. → Allocated client portfolios in line with tactical asset allocation guidelines and investment policy statements, optimizing returns.