October 31
• Identifying and developing new opportunities within core market. • Managing the full sales cycle for prospects from lead management to closing sales. • Working as a trusted advisor to understand challenges and goals of wealth management professionals. • Collaborating cross-functionally with teams to meet revenue targets. • Responding to inbound inquiries in a manner consistent with Vanilla’s brand. • Delivering polished presentations and product demonstrations to target market.
• 3-5 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.
• 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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