3 дня назад
Internal Sales Director (Fintech)
70 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Internal Sales Director (Fintech): Driving full-cycle plan sales and advisor partnerships for a savings technology platform with an accent on consultative selling, regional pipeline development, and retirement plan solutions. Focus on converting complex opportunities through MEDDPICC, advising financial advisors on plan design and fiduciary considerations, and achieving quota and conversion targets across a defined territory.
Location: Hybrid role based in either the New York City or Austin office, United States
Base salary: $70,000–$80,000 per year, plus eligibility for the company bonus pool and new-hire equity.
Company
is a financial technology company providing savings infrastructure for retirement, education, and healthcare needs through a platform serving businesses, financial advisers, institutions, payroll providers, government agencies, and individual savers.
What you will do
- Convert organic and sourced leads into plan sales within an assigned region.
- Advise financial advisors on plan design, fiduciary considerations, platform capabilities, and suitable plan structures.
- Conduct needs assessments and strategic discussions aligned with client and advisor objectives.
- Build repeatable regional relationships and long-term partnerships with financial advisor prospects.
- Manage, prioritize, forecast, and report on a pipeline of advisor opportunities using a scalable sales process and MEDDPICC methodology.
- Partner with Regional Vice Presidents, Marketing, Product, Operations, and Partner Success on territory initiatives and advisor growth.
Requirements
- 3+ years of client-facing, consultative experience in financial services, FinTech, payroll, or a similar industry.
- Experience managing complex relationships and providing strategic guidance through multi-step business processes.
- Ability to manage a plan sale from prospecting through conversion and a demonstrated record of achieving sales goals.
- Proven experience forecasting, executing new sales, and managing a repeatable, scalable pipeline.
- Good knowledge of Salesforce and comfort with other sales technologies.
- Excellent written and verbal communication, attention to detail, prioritization, adaptability, and collaborative working skills.
Nice to have
- Experience in a startup or high-growth company.
- Understanding of the defined contribution or workplace retirement plan ecosystem.
Culture & Benefits
- Hybrid work model with access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale.
- Comprehensive health benefits and generous time off.
- Dedicated Employee Wellbeing Committee and focus on employee wellbeing.
- Competitive 401(k) plan.
- Bonus pool eligibility and potential new-hire equity.
Hiring process
- One or two introductory conversations covering background, interests, and role expectations.
- Skills- or experience-based assessment followed by a virtual or in-person interview panel.
- Reference checks with a current or former manager and a peer before an offer.
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