Strategic Sales Executive - Vanilla Technologies Inc.

About Us

Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.

So that’s what we’re doing at Vanilla. We’re not just rebuilding estate planning—we’re redefining it. We’re taking on a complex, highly regulated space that’s full of big problems to solve. We’re moving fast, building something completely new, and there’s as much work as there is opportunity. We’re looking for people who share our belief that everyone deserves to create a meaningful legacy, as well as our excitement to be the ones to help make it happen. 

Job Description

As a Senior Sales Executive, you are responsible for identifying and developing new opportunities within our Strategic segment, and managing the full sales cycle for Vanilla's prospects from lead management to closing new sales. You will work closely with prospective customers as a trusted advisor who deeply understands the unique challenges and goals of wealth management professionals. Reporting to the Sales Manager, the team will work cross functionally with marketing, customer success and product to ensure Vanilla is well positioned to meet its revenue targets and grow the business. Please note that this is a fully remote position. 

Responsibilities include

• 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 detailed account plans and engagement strategies to build, grow and expand Vanilla’s footprint within large RIAs
• Responsible for meeting quarterly sales quota in Vanilla's Strategic market.
• 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.
• Attend and represent Vanilla at industry events and conferences.

Qualifications

• 7-10 years of sales, business development, or wealth management experience required.
• Experience managing annual quotas with a record of quota over-achievement.
• Proven experience selling to large financial institutions such as Wirehouses, RIAs, Broker-Dealers, Trust Companies and more.
• Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract.
• Experience selling to c-suite customers and managing complex, multi-month sales cycles.
• Excellent written and verbal communication skills.
• Ability to understand complex customer needs and communicate concise, impactful solutions.
• Ability and motivation to operate in a highly ambiguous and fast-paced environment.
• Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills
• Financial Services or Software industry (SaaS) sales experience preferred. Working knowledge of the Wealth Management space is a big plus.
• Knowledge of Salesforce strongly preferred but not required.
• Driven and results oriented.
• Can operate joint mandates and increasing workloads while maintaining a high level customer experience.

Please include your resume AND a brief cover letter of your most recent accomplishments.

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.