Sales Executive
August 27
🏡 Remote – Anywhere in California
Description
• 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. • Attend and represent Vanilla at industry events and conferences.
Requirements
• 3-7 years of sales, business development, or wealth management experience required. • Experience managing annual quotas with a record of quota over-achievement. • Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract. • Sales experience is strongly preferred. • Excellent written and verbal communication skills. • Ability to understand complex customer needs and communicate concise, impactful solutions. • Ability and motivation to operate in a highly ambiguous and fast-paced environment. • Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills. • Financial Services or Software industry (SaaS) sales experience preferred. • Working knowledge of the Wealth Management space is a big plus. • Knowledge of Salesforce strongly preferred but not required. • Driven and results oriented. • Can operate joint mandates and increasing workloads while maintaining a high level customer experience.
Benefits
• Flexible paid time off policy and 12 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 and employer match eligibility after one month of employment • Budget for learning & development, health & wellness, and home office setup • Paid parking or transit for hybrid and in office employees
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