Remote Enterprise Account Executive, AI Wealth Platform

ANTIGUA VENTA LA ROMERA SL; United States; Remote; USD 280,000 - 330,000; Full time

Benefits offered by this job

Flexible PTO

Parental leave

Medical/Dental/Vision

401K eligibility

Estate planning documents

Learning & development budget

Parking or transit

Job summary

Vanilla Technologies Inc. is seeking an Enterprise Account Executive to expand its footprint with the largest wealth management firms in the U.S. You will own a portfolio of enterprise customers and drive new logos, expansions, and renewals.

These roles require navigating multi-stakeholder evaluations, including home-office executives, advisory teams, and risk reviews. You will collaborate with success, product, and executive sponsors to shape go-to-market strategies and account plans.

Qualifications

• 8+ years of full-cycle B2B sales experience.
• 5+ years in enterprise sales to financial services firms.
• Proven 100%+ quota attainment across multiple years.
• Close deals ranging from mid five figures to seven figures.

Responsibilities

• Own and grow a portfolio of enterprise customers and prospects, winning new logos while expanding and renewing existing relationships.
• Build and execute account plans that map each firm’s structure, decision-makers, and buying process, from home office to field.
• Lead complex evaluations across executive, advisor, technology, compliance, InfoSec, vendor-risk, and AI governance stakeholders.
• Build advocacy with advisors and planning teams early, alongside executive sponsorship, so that field demand supports home-office decisions.
• Win competitive evaluations by clearly articulating Vanilla’s differentiation, particularly for complex high-net-worth and ultra-high-net-worth planning.
• Structure enterprise agreements that fit how each firm wants to buy, including enterprise license agreements and usage-based models.
• Partner with customer success and executive sponsors on business reviews, ROI checkpoints, and renewal strategy.
• Bring customer and market feedback to product, and close the loop with customers on what’s coming.
• Maintain accurate pipeline, forecast, and account activity in Salesforce to drive cross-functional alignment.
• Contribute to Vanilla’s enterprise go-to-market strategy, messaging, and playbooks.

Skills

Enterprise sales

C-suite comms

Negotiation

Stakeholder mgmt

Tools

Salesforce

Job description

Vanilla Technologies Inc. is seeking an Enterprise Account Executive to expand its footprint with the largest wealth management firms in the U.S. You will own a portfolio of enterprise customers and drive new logos, expansions, and renewals.

These roles require navigating multi-stakeholder evaluations, including home-office executives, advisory teams, and risk reviews. You will collaborate with success, product, and executive sponsors to shape go-to-market strategies and account plans.