Remote Enterprise Account Executive – Wealth Tech

Vanilla Technologies; Phoenix (AZ); Remote; USD 280,000 - 330,000; Full time

Benefits offered by this job

Flexible PTO

Paid holidays

Parental leave

Job summary

Vanilla Technologies Inc. seeks an Enterprise Account Executive to expand our footprint with the largest wealth management firms in the U.S.

You will own a portfolio of enterprise customers, drive new logos, renewals, and expansions, and lead complex, multi-stakeholder evaluations. Work with success, product, and executive sponsors to shape enterprise go-to-market strategy; you’ll navigate security and compliance reviews, build ROI-driven business cases, and maintain a healthy pipeline in

Qualifications

• 8+ years of full-cycle B2B sales experience, including 5+ years in enterprise sales to financial services firms with annual quotas exceeding $2M.
• Experience selling into more than one type of wealth management firm with clear buying processes.
• Consistent top performer with 100%+ quota attainment across multiple years.
• Proven ability to close deals ranging from mid five figures to seven figures, including new-logo wins and expansions.
• Experience managing 6–18 month sales cycles with senior and C-suite stakeholders.
• Track record of navigating security, compliance, and vendor-risk reviews at regulated institutions.
• History of winning competitive evaluations and displacing incumbent solutions.
• Strong executive presence and ability to tailor messages for technical and non-technical audiences.

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 mapping 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.
• Win competitive evaluations by articulating Vanilla's differentiation for high-net-worth planning.
• Structure enterprise agreements and usage-based models.
• Partner with customer success and executive sponsors on business reviews and renewal strategy.
• Bring customer and market feedback to product and close the loop on what's coming.
• Maintain pipeline, forecast, and account activity in Salesforce.
• Contribute to Vanilla's enterprise go-to-market strategy, messaging, and playbooks.

Skills

Enterprise sales

B2B sales

Sales quotas >$2M

C-suite engagement

Security/compliance reviews

ROI business cases

Relationship building

Remote/Hybrid adaptability

Salesforce

Tools

Salesforce

Job description

Vanilla Technologies Inc. seeks an Enterprise Account Executive to expand our footprint with the largest wealth management firms in the U.S.

You will own a portfolio of enterprise customers, drive new logos, renewals, and expansions, and lead complex, multi-stakeholder evaluations. Work with success, product, and executive sponsors to shape enterprise go-to-market strategy; you’ll navigate security and compliance reviews, build ROI-driven business cases, and maintain a healthy pipeline in