Account Executive, Mid-Market
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Job Description
Account Executive responsible for driving sales at Vanilla, an AI-powered estate planning platform. Managing prospects and collaborating across teams to achieve sales targets.
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 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 with a combination of 1+ 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 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, 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.
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
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