Sales Executive

Vanilla; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

A leading estate advisory platform is seeking a Sales Executive to drive new business opportunities in the private wealth sector. This remote role involves managing the full sales cycle and collaborating with various internal teams to achieve revenue targets. Ideal candidates have significant experience in SaaS sales and wealth management, with a strong ability to communicate effectively with high net-worth clients.

Benefits

Flexible paid time off policy

Parental leave

Medical, dental, and vision benefits

401K eligibility

Budget for learning & development

Qualifications

• 6+ years total working experience with 3+ years in SaaS sales.
• Experience in wealth management and understanding of high net-worth clientele.

Responsibilities

• Identify and develop new opportunities within private wealth / family offices.
• Manage the full sales cycle from lead management to closing new sales.
• Utilize Salesforce for tracking opportunities and forecasts.

Skills

Communication

Creativity

Sales Strategy

Education

Bachelor's Degree

Tools

Salesforce

Job description

About Us

Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Hightower trust Vanilla to model 16,000+ client estates, grow revenue, and expand relationships for generations to come.

Job Summary

As a Sales Executive, you are responsible for identifying and developing new opportunities within our core market with a focus on private wealth / family offices. This includes managing the full sales cycle for Vanilla's prospects from lead management to closing new sales. You will work closely with prospective customers as a trusted advisor who deeply understands the unique challenges and goals of wealth management professionals. Reporting to the Executive Director of Sales, the team will work cross functionally with marketing, customer success and product to ensure Vanilla is well positioned to meet its revenue targets and grow the business.

This role is a remote position, you must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.

Responsibilities

• Identify high-potential prospective customers from inbound leads and outbound prospecting.

• Develop and implement full sales cycle strategies for driving product adoption and expansion within existing Vanilla customers.

• Utilize Salesforce to track the full lifecycle of opportunities to ensure monthly and quarterly forecasts are up-to-date on a weekly basis.

• Craft engagement strategies to build, grow and expand Vanilla’s footprint within RIAs and independent broker / dealers.

• Responsible for meeting quarterly sales quota in Vanilla's Core market.

• Respond to all inbound inquiries in a manner that is consistent with Vanilla’s brand and reputation.

• Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.

• Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations.

• Provide input for new marketing collateral that enables the sales process, including presentation decks, factsheets, client case studies and more.

• Willing to travel up to once per month (approximately twice per quarter) for prospect events and in-person meetings.

Qualifications

• 6+ years total working experience with a combination of 3+ years of experience in full cycle software or SaaS sales combined with 3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate.

• Experience working in or selling to private wealth firms and / or family offices. An understanding of this space and the complexities of high net-worth clientele is key.

• Entrepreneurial spirit and ability to wear multiple hats / operate in a high-pace environment.

• Bring a sense of creativity in finding solutions for prospective clients, including creativity in pricing structure, press release or joint marketing, in-person presentations.

• Experience managing annual quotas with a record of quota over-achievement.

• Experience building strategic and creative territory plans in order to meet targets.

• Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract.

• Strong written and interpersonal communication skills to maintain many relationships throughout the sales process.

• Ability to understand complex customer needs and communicate concise, impactful solutions.

• Can operate joint mandates and increasing workloads while maintaining a high level customer experience.

Preferred Qualifications:

• Experience in full cycle selling of fintech or wealthtech SaaS products.

• Experience in scaling start up environments.

• Exposure and/or high level understanding of estate planning.

• Experience with Salesforce.

You Might Be a Great Fit If:

• You have a strong track record in SaaS, fintech, or wealth tech sales in a start up, successfully managing the entire sales process.

• You have had success in wealth management working as an advisor, planner, or associate and understand why a product like Vanilla would add value to that type of buyer because you have been in their shoes.

You May Not Be a Great Fit If:

• You don’t have experience in full-cycle software sales, if you haven’t worked in SaaS, fintech, or wealthtech sales, this role may be challenging.

• If you don’t have a background as an advisor, planner, or associate, it may be difficult to identify and connect with Vanilla’s target customers.

• You have experience in financial services but not in advisory roles - if you’ve worked in financial services or banking but haven’t been an advisor or similar type role, you may lack the necessary perspective for this role.

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup

• Paid parking or transit for hybrid and in office employees

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.