Account Executive, Mid-Market Job at Vanilla Technologies

Job Description

As an Account 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 Vice President 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.

Job Responsibility

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 middle market segment
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

Requirements

5+ years total working experience
1+ years of experience in full cycle software or SaaS sales
3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate
Experience working in or selling to wealth management firms
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
Experience managing annual quotas with a record of quota over-achievement
Experience building strategic and creative territory plans
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
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

Nice to have

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

What we offer

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
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Account Executive, Mid-Market

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