Enterprise Account Exec – WealthTech & AI Estate Advisory

Vanilla; United States; Hybrid; USD 150.000 - 250.000; Vollzeit

Zusammenfassung

Vanilla, the first AI-powered estate advisory platform, seeks a senior enterprise sales leader in the United States to own a portfolio of enterprise customers and pursue new-logo targets in wealth management.

You will work with home-office executives, compliance teams, and cross-functional partners to win complex deals, while building strategic account plans and maintaining accurate pipeline data in Salesforce.

Qualifikationen

• 8+ years of full-cycle B2B sales experience.
• 5+ years in enterprise sales to financial services firms.
• Consistent top performer with 100%+ quota attainment.
• Experience closing deals from mid five to seven figures.
• Strong executive presence and ability to navigate security, compliance, and vendor-risk reviews.

Aufgaben

• Own a portfolio of enterprise customers and new-logo targets in wealth management.
• Lead complex, consultative sales with multiple stakeholders, including home-office executives and compliance teams.
• Work closely with customer success, product, and executive sponsors on each strategic account.
• Build and execute account plans that map each firm's structure and buying process.
• Win competitive evaluations by articulating Vanilla's differentiation for complex planning.
• Maintain accurate pipeline, forecast, and account activity in Salesforce.

Kenntnisse

Full-cycle B2B sales experience

Enterprise sales

Quota attainment

Executive presence

Security/compliance navigation

Jobbeschreibung

Vanilla, the first AI-powered estate advisory platform, seeks a senior enterprise sales leader in the United States to own a portfolio of enterprise customers and pursue new-logo targets in wealth management.

You will work with home-office executives, compliance teams, and cross-functional partners to win complex deals, while building strategic account plans and maintaining accurate pipeline data in Salesforce.