RightCapital · 1 day ago
Senior Sales Executive
Shelton, CT
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yrRightCapital is seeking a dynamic and motivated Senior Sales Executive to be an integral part of their sales process. This role involves managing a personal sales pipeline, mentoring a sales pod, and collaborating with various teams to drive revenue growth and achieve sales goals.
Financial ServicesFinTechSaaSSoftware
Responsibilities
Manage a personal pipeline to achieve individual sales goals
Assist mentoring the Sales Pod to achieve and exceed monthly, quarterly and annual revenue goals
Develop and implement effective strategies to demonstrate our solution to qualified prospects
Collaborate with the marketing and SDR team to align messaging, target markets, and pipeline management
Collaborate with cross-functional teams to improve sales processes, data accuracy, and CRM system utilization
Stay up-to-date with industry trends, market dynamics, and competitor offerings to inform the sales pod approach and messaging
Assist in creating documentation of best practices, scripts, objection handling techniques, and other resources to optimize the sales pods success
Qualification
Required
Bachelor's degree in Business, Marketing, Finance, or a related field
Excellent communication skills, both written and verbal, with the ability to effectively convey complex concepts to different audiences
Results-driven mindset with a track record of consistently achieving or exceeding targets
Strong leadership qualities, including the ability to motivate, inspire, and mentor team members
Adaptability and willingness to embrace change in a fast-paced, dynamic environment
Proactive problem-solving skills and a collaborative approach to working with cross-functional teams
Preferred
Advanced degrees or relevant certifications are a plus
Strong understanding of financial services, financial planning, and investment products is highly desirable
Familiarity with CRM systems (e.g., Salesforce) and lead management processes
Understanding of Sales Enablement Tools (e.g., SalesLoft, DiscoveryData, RingCentral, Zoom) and standard Microsoft Suite
Benefits
Salary + Commission
Exciting, welcoming, and challenging work environment
Multiple career path options
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
$1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Flexible vacation (no limit)
Casual dress code
Pet friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
Company
RightCapital
RightCapital develops financial planning software that advisors can use to simplify the financial planning experience for their clients.
Founded in 2015
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$6.3MKey Investors
Camellia Venture Capital
2019-01-28Series A· $3.7M
2017-06-26Seed· $1.6M
2016-08-01Seed· $1M
Leadership Team
Shuang Chen
Co-founder and CEO
D
Dain Runestad
Vice President
Recent News
2025-11-18
Company data provided by crunchbase