Docupace · 4 hours ago
Vice President, Enterprise Business Solutions
United States
Full-time
Remote
Mid, Senior Level
6+ years expDocupace is looking for a Vice President of Enterprise Business Solutions to drive growth through strategic engagement with top-tier financial services firms. This role involves achieving sales objectives, developing a pipeline of opportunities, and coordinating product demonstrations to close enterprise contracts.
Data Center AutomationDocument ManagementFinancial ServicesFinTechSecuritySoftware
Hiring Manager
La Tonya Walker
Responsibilities
Execute on a sales business plan to achieve defined company sales objectives
Provide accurate and timely reports/forecasts. Provide detailed and accurate weekly sales forecasting on the current sales pipeline and expected levels of achievement
Achieve/exceed annual sales quotas consistently
Proactively identify and strategize ways to capture new critical accounts
Develop and maintain a pipeline to support quota attainment in the company CRM (Salesforce) system
Qualify opportunities and position the value of Docupace’s products and services
Facilitate ongoing product demonstrations (2-3 per week)
Perform all sales-related activities: (ALIGN TO KPI’s – Activity-based selling: meet and exceed requirements of phone calls, meetings, demos, professional services goals, to assure the best case of sales quota
Leverage business from new & established relationships
Manage each stage of a complex sale – discovery, solution, negotiation, and close
Develop strong internal working relationships with all functional areas within Docupace
Maintain a thorough understanding of the wealth management industry, including industry trends, industry business processes, and primary competitors in the industry
Manage the customer’s experience throughout the sales process
Contribute to high levels of customer satisfaction
Document pertinent data related to customer and prospect interactions
Participate in networking events and strategically network through other customers and prospects
Qualification
Required
A minimum of 6 years of FinTech Enterprise Sales experience with a documented track record of sales success is required
A minimum of 6 years of SaaS/On-Demand solutions selling requires
Documented success in selling an emerging market enterprise technology solution
Bachelor's Degree or equivalent work experience
Experience with Inbound/Outbound Sales
Salesforce CRM experience for Sales Reporting/Forecasting
Impeccable industry reputation
Experience with complex sales cycles in a FinTech marketplace is a must
An ability to understand and solve complex business problems, position, and articulate a vision with a corresponding solution to improve customers' business processes and performance
A proactive, driven, can-do sales professional. Will get it done and close mentality
A hands-on sales professional with a documented and proven ability to leverage sales training, scripting, and messaging to communicate a compelling brand message to prospective customers
Have the ability to facilitate and present solutions virtually and in person
Demonstrate ability as an independent thinker, team player, and a person willing to drive for results to effectively and quickly close enterprise-level sales
Get excited about influencing the culture of your assigned target firm
Approach tasks and problems with a desire and need to succeed
Are able to adapt to a fast-evolving, dynamic organization
Expect and only accept work of the highest caliber
Are open and honest
Have confidence in your ability
Required to have direct and open communication
Ability to take complex concepts and communicate them in a clear, concise, and understandable manner
Proven track record of effective communication and interaction with C-level executives of leading financial services firms, including CEO, CTO, CSO, COO, and CCO
Required to follow the established company Sales Procedure
Ability to travel as required for onsite sales presentations, industry & clients
An estimated 50% of the time required to travel (Post Pandemic)
Company
Docupace
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$19MKey Investors
FTV CapitalPalisades Growth,TVC Capital
2024-07-23Acquired
2020-04-28Private Equity
2018-01-09Undisclosed· $2.5M
Leadership Team
David Knoch
Chief Executive Officer
Leon Weiss
Chief Financial Officer
Recent News
2026-01-16
2025-11-04
2025-10-14
Company data provided by crunchbase