WealthTech SaaS Sales Leader - Remote

Envestnet; All (MO); Remote; USD 126,000 - 157,000; Full time

Benefits offered by this job

Medical insurance

PTO (paid time off)

401k company match

Paid parental leave

Education reimbursement

Disability coverage & mental health &â

wellness support

Job summary

Envestnet is seeking an experienced enterprise SaaS sales leader to drive Tamarac platform opportunities with RIAs and advisory firms. You’ll own multi-stakeholder cycles, craft strategic plans, and align platform capabilities to client priorities.

Join a fast-growing Wealth Sales team and influence pricing, solutioning, and GTM strategies while managing a robust pipeline and forecasting with Salesforce.

Qualifications

• 10+ years in SaaS/fintech platform or wealth sales.
• Proven enterprise sales cycle ownership with RIAs or advisory firms.
• Ability to engage C-suite and senior stakeholders.

Responsibilities

• Own and drive enterprise Tamarac platform sales with significant revenue responsibility.
• Develop strategic territory and account plans focused on high-value RIA firms.
• Serve as trusted advisor to senior stakeholders aligning Tamarac capabilities with priorities.
• Lead multi-stakeholder negotiations and complex deal structuring through close.

Skills

Enterprise SaaS sales

Strategic account planning

Executive relationship management

Negotiation

Pipeline management

Education

BA/BS in finance or business administration or related field

Tools

Salesforce

Job description

Envestnet is seeking an experienced enterprise SaaS sales leader to drive Tamarac platform opportunities with RIAs and advisory firms. You’ll own multi-stakeholder cycles, craft strategic plans, and align platform capabilities to client priorities.

Join a fast-growing Wealth Sales team and influence pricing, solutioning, and GTM strategies while managing a robust pipeline and forecasting with Salesforce.