Vanilla Technologies - Account Executive, Mid-Market
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Requirements
• 5+ years total working experience with a combination of 1+ years of experience in full cycle software or SaaS sales combined with 3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate. • Experience working in or selling to wealth management firms. • Entrepreneurial spirit and ability to wear multiple hats / operate in a high-pace environment. • Bring a sense of creativity in finding solutions for prospective clients, including creativity in pricing structure, press release or joint marketing, in-person presentations. • Experience managing annual quotas with a record of quota over-achievement. • Experience building strategic and creative territory plans in order to meet targets. • Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract. • Strong written and interpersonal communication skills to maintain many relationships throughout the sales process. • Ability to understand complex customer needs and communicate concise, impactful solutions. • Can operate joint mandates and increasing workloads while maintaining a high level customer experience. • Experience in full cycle selling of fintech or wealthtech SaaS products. • Experience in scaling start up environments. • Exposure and/or high level understanding of estate planning. • You Might Be a Great Fit If: • You have a strong track record in SaaS, fintech, or wealth tech sales in a start up, successfully managing the entire sales process. • You have had success in wealth management working as an advisor, planner, or associate and understand why a product like Vanilla would add value to that type of buyer because you have been in their shoes. • You May Not Be a Great Fit If: • You don’t have experience in full-cycle software sales, if you haven’t worked in SaaS, fintech, or wealthtech sales, this role may be challenging. • If you don’t have a background as an advisor, planner, or associate, it may be difficult to identify and connect with Vanilla’s target customers. • You have experience in financial services but not in advisory roles - if you’ve worked in financial services or banking but haven’t been an advisor or similar type role, you may lack the necessary perspective for this role.
Responsibilities
• Identify high-potential prospective customers from inbound leads and outbound prospecting. • Develop and implement full sales cycle strategies for driving product adoption and expansion within existing Vanilla customers. • Utilize Salesforce to track the full lifecycle of opportunities to ensure monthly and quarterly forecasts are up-to-date on a weekly basis. • Craft engagement strategies to build, grow and expand Vanilla’s footprint within RIAs and independent broker / dealers. • Responsible for meeting quarterly sales quota in Vanilla's middle market segment. • Respond to all inbound inquiries in a manner that is consistent with Vanilla’s brand and reputation. • Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market. • Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations. • Provide input for new marketing collateral that enables the sales process, including presentation decks, factsheets, client case studies and more. • Willing to travel up to once per month (approximately twice per quarter) for prospect events and in-person meetings.
Benefits
• On Target Earnings $200K – $240K • Offers Equity • Offers Commission • Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • Willing to relocate • Please list your desired salary or salary range. • Decline to self-identify • Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race. • Hispanic or Latino • White (Not Hispanic or Latino) - A person having origins in any of the original peoples of Europe, the Middle East, or North Africa. • White • Black or African American (Not Hispanic or Latino) - A person having origins in any of the black racial groups of Africa. • Black or African American • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - A person having origins in any of the peoples of Hawaii, Guam, Samoa, or other Pacific Islands. • Native Hawaiian or Other Pacific Islander • Asian (Not Hispanic or Latino) - A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam. • Asian • American Indian or Alaska Native (Not Hispanic or Latino) - A person having origins in any of the original peoples of North and South America (including Central America), and who maintain tribal affiliation or community attachment. • American Indian or Alaska Native • Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five races. • Two or More Races • Hispanic or Latino • White (Not Hispanic or Latino) • Black or African American (Not Hispanic or Latino) • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) • Asian (Not Hispanic or Latino) • American Indian or Alaska Native (Not Hispanic or Latino) • Two or More Races (Not Hispanic or Latino) • I identify as one or more of the classifications of protected veteran listed above • I am not a protected veteran
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