Remote Enterprise Account Executive, WealthTech AI

vanilla

United States

Remote

USD 280,000 - 330,000

Full time

14 days+
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Benefits offered by this job

Flexible PTO
Parental leave
Medical/Dental/Vision benefits
401K eligibility
Estate planning documents
Learning & development budget
Transit or parking support

Job summary

Vanilla Technologies Inc. (dba "Vanilla") is seeking an Enterprise Account Executive to grow our footprint with the largest U.S. wealth management firms, including RIAs, bank trust groups, and wirehouses.

You will own a portfolio of enterprise customers, close new logos, and expand renewals in a highly consultative, multi-stakeholder environment. You'll partner with customer success and product, shaping our enterprise go-to-market, while navigating executive reviews, risk assessments, and

Qualifications

  • 8+ years of full-cycle B2B sales experience, including 5+ years in enterprise sales to financial services with quotas > $2M.
  • Experience selling into multiple wealth management firms with distinct buying processes.
  • Proven top performer with 100%+ quota attainment across years.
  • Ability to close deals ranging from mid five figures to seven figures and manage 6–18 month cycles.
  • Track record navigating security, compliance, and vendor-risk reviews at regulated institutions.
  • Strong written and verbal communication, with executive-level impact.

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 firm structure, decision-makers, and buying processes.
  • Lead complex evaluations across senior, technology, compliance, and vendor-risk stakeholders.
  • Drive ROI-based business cases and secure executive sponsorship for home-office decisions.
  • Maintain accurate pipeline and forecast in Salesforce to align cross-functional teams.
  • Contribute to go-to-market strategy, messaging, and playbooks.

Skills

Full-cycle B2B sales
Enterprise sales
C-suite engagement
New-logo + expansion
Sales forecasting
ROI business cases

Job description

Vanilla Technologies Inc. (dba "Vanilla") is seeking an Enterprise Account Executive to grow our footprint with the largest U.S. wealth management firms, including RIAs, bank trust groups, and wirehouses.

You will own a portfolio of enterprise customers, close new logos, and expand renewals in a highly consultative, multi-stakeholder environment. You'll partner with customer success and product, shaping our enterprise go-to-market, while navigating executive reviews, risk assessments, and

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