Remote Enterprise Wealth Tech Sales Executive

Vanilla Technologies; United States; Remote; USD 140,000 - 330,000; Full time

Benefits offered by this job

Flexible paid time off policy

10 company-wide paid holidays

Parental leave (6 weeks)

Medical, dental, and vision benefits

401K eligibility

Free estate planning documents

Learning & development budget

Home office setup budget

Paid parking or transit for hybrid/in‑

Job summary

Vanilla Technologies Inc. in the U.S. seeks an Enterprise Account Executive to grow Vanilla's footprint with the largest wealth management firms. You will manage a portfolio of enterprise customers and target new logos, driving new business, expansion, and renewals.

These are complex, consultative sales with multiple stakeholders across home-office to field, requiring executive presence and a track record of navigating vendor-risk and ROI-based decisions.

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 buying processes differing.
• 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 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.
• ROI-based business cases that drive executive buy-in.
• Strong executive presence and excellent written and verbal communication, able to tailor messages.
• Self-starter in ambiguous, high-growth environments.

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.
• Build advocacy with advisors and planning teams early, alongside executive sponsorship.
• Win competitive evaluations by articulating Vanilla's differentiation for complex 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

Full-cycle B2B sales

Enterprise sales to financial services

Quota attainment

Deal closing

Long sales cycles

Security/compliance

Competitive wins

ROI business cases

Executive presence

Self-starter

Job description

Vanilla Technologies Inc. in the U.S. seeks an Enterprise Account Executive to grow Vanilla's footprint with the largest wealth management firms. You will manage a portfolio of enterprise customers and target new logos, driving new business, expansion, and renewals.

These are complex, consultative sales with multiple stakeholders across home-office to field, requiring executive presence and a track record of navigating vendor-risk and ROI-based decisions.