Vanilla · 2 days ago
Business Development Representative
New York, NY
Full-time
Remote
Entry Level
1+ years exp
Maximize your interview chancesArtificial Intelligence (AI)Financial Services
No H1B
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Responsibilities
Learn and implement outbound sales development strategies within targeted segments of Vanilla’s core market.
Responsible for meeting quarterly goals including sales pipeline targets and outbound outreach goals.
Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.
Create account-based marketing campaigns in conjunction with the Marketing team. Track campaign success and adapt new strategies as needed.
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 development process, including presentation decks, factsheets, client case studies and more.
Utilize Salesforce to track pipeline progress and work with other BDRs to properly reflect all important updates to prospect accounts using Reports and Dashboards, which are leveraged by Vanilla’s leadership team.
Qualification
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Required
1+ years of sales or business development experience with a track record of exceeding targets.
Desire to have a long term career in a customer facing role.
Ability to form relationships with colleagues, prospects, and customers through strong interpersonal skills.
Driven and results oriented.
A self-starter who thrives in a startup and fast paced environment.
Preferred
Financial Services or Software industry (SaaS) sales experience.
Working experience of the Wealth Management space.
Knowledge of Salesforce strongly preferred but not required.
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
Company
Vanilla
Vanilla offers an estate planning platform that enhances the experience for wealth management firms and their clients.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$81.4MKey Investors
Insight PartnersVenrock
2024-08-15Series B· $35M
2022-04-28Series B· $30M
2021-08-30Series A· $11.6M
Leadership Team
Amjad Hussain
CTO
Company data provided by crunchbase
