200+ applicants

Company

Vanilla · 3 hours ago

Sales Executive

United States

Full-time

Remote

Mid Level

$200K/yr - $260K/yr

3+ years exp

Maximize your interview chances

Artificial Intelligence (AI)Financial Services

No H1B

Hiring Manager

Lauren Postlewait

Insider Connection @Vanilla

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales experienceWealth management experienceSalesforce knowledgeBusiness developmentFull-cycle sales engagementSaaS sales experienceOperate in ambiguity

Required

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.

Driven and results oriented.

Can operate joint mandates and increasing workloads while maintaining a high level customer experience.