Enterprise Account Executive (Fully Remote)

Vanilla; United States; Hybrid; USD 150,000 - 250,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Full-cycle B2B sales experience

Enterprise sales

Quota attainment

Executive presence

Security/compliance navigation

Job description

• You will own a portfolio of enterprise customers and new-logo targets in wealth management.
• You will lead complex, consultative sales with multiple stakeholders, including home-office executives and compliance teams.
• You'll work closely with customer success, product, and executive sponsors on each strategic account.

Responsibilities:

• 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.

Qualifications:

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

Vanilla is the first AI-powered estate advisory platform that unifies scenario modeling, client visualization, and document creation for wealth transfer. The company is a distributed startup with a mix of fully remote and hybrid roles, built by a team of curious builders and problem-solvers who thrive on speed, autonomy, and impact.