обновлено 8 дней назад
Sales Executive (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales Executive (Fintech): Driving consultative B2B sales of an AI wealth management platform for financial advisors with an accent on quota attainment, advisor education, and positioning complex platform features. Focus on building predictable sales growth, capturing customer feedback for product priorities, and improving sales execution through Salesforce and scalable processes.
Location: Remote within Michigan, Minnesota, Wisconsin, or Iowa only
Target compensation: $265,000–$285,000 OTE, including base and variable compensation.
Company
is building an AI platform for wealth professionals and partnering with financial advisors to make financial advice more accessible and affordable.
What you will do
- Position the platform and features such as the rebalancer and Model Marketplace for financial advisors.
- Use consultative selling to build trust, educate advisors, and guide them through the buying process.
- Achieve individual quarterly and annual quotas while supporting broader sales-team performance.
- Capture advisor feedback to inform product-roadmap priorities and marketing campaigns.
- Improve sales-team processes, meet sales service-level agreements, and maintain accurate Salesforce records.
- Apply feedback from sales leadership to improve effectiveness and efficiency.
Requirements
- At least five years of experience as an independent financial advisor, B2B financial-services, fintech, or SaaS sales professional, or financial-services consultant at a top-tier management consulting firm.
- Proven record of meeting or exceeding quotas in a fast-paced environment and strong consultative sales skills.
- Ability to understand complex product features quickly and explain their customer value.
- Series 7 and Series 63 securities licenses required.
- Technological aptitude, including familiarity with AI and agentic workflows.
- Strong communication, resilience, ownership, 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
- Values include kindness, brilliance, and grit, with an emphasis on respectful debate, ownership, growth, and resilience.
- 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, an employee mobility program, and an annual learning-and-development budget.
- One month of work-from-anywhere leave, with exceptions for some countries.
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