7 дней назад
Sales Executive, Northern CA (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Executive, Northern CA (Fintech): Driving consultative B2B sales of an AI wealth management platform to financial advisors with an accent on quota attainment, product positioning, and advisor education. Focus on acquiring, retaining, and expanding business, capturing advisor feedback, and improving scalable sales operations.
Location: Remote, Northern California and Nevada only
Target compensation: $265,000–$285,000 OTE, including base salary and variable compensation.
Company
is building an AI platform for wealth professionals and partnering with financial advisors to make financial advice more efficient, affordable, and accessible.
What you will do
- Achieve individual quarterly and annual sales quotas while supporting broader sales team performance.
- Develop deep knowledge of the platform and position its features, including the rebalancer and Model Marketplace.
- Use consultative selling to build trust with financial advisors, educate them, and guide them through the buying process.
- Acquire, retain, and expand advisor business.
- Capture advisor feedback to inform product priorities and marketing campaigns.
- Improve sales processes, meet service-level agreements, and maintain accurate records in Salesforce.
Requirements
- At least 5 years of sales experience in B2B financial services, fintech, or SaaS.
- Demonstrated success meeting or exceeding quotas in a fast-paced environment.
- Strong consultative sales skills and the ability to explain complex product features and customer value.
- Series 7 and Series 63 securities licenses.
- Technical aptitude, including the ability to learn modern technology stacks, AI, and agentic workflows.
- Strong communication, ownership, resilience, judgment, coachability, and creative problem-solving skills.
Nice to have
- B.A. or B.S. degree in Business, Marketing, Economics, or a related field.
Culture & Benefits
- Premium healthcare, dental, and vision insurance plans.
- 401(k) savings plan with a 4% match and immediate vesting.
- Sixteen weeks of paid parental leave after one year of employment.
- Professional development opportunities, employee mobility programs, and an annual learning and development budget.
- One month of work-from-anywhere flexibility, with limited country exceptions.
- Access to office spaces in Culver City, San Francisco, and Dallas, plus company and financial guidance programs.
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