Sales Executive

Candidates must be legally authorized to work in the United States without the need for sponsorship now or in the future. Vanilla is unable to provide visa sponsorship at this time.
6+ years total working experience with a combination of 3+ years of experience in full cycle software or SaaS sales combined with 3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate.
Experience working in or selling to private wealth firms and / or family offices. An understanding of this space and the complexities of high net-worth clientele is key.
Entrepreneurial spirit and ability to wear multiple hats / operate in a high-pace environment.
Bring a sense of creativity in finding solutions for prospective clients, including creativity in pricing structure, press release or joint marketing, in-person presentations.
Experience managing annual quotas with a record of quota over-achievement.
Experience building strategic and creative territory plans in order to meet targets.
Ability to lead a full-cycle sales engagement from initial outreach/discovery all the way through to execution and close of contract.
Strong written and interpersonal communication skills to maintain many relationships throughout the sales process.
Ability to understand complex customer needs and communicate concise, impactful solutions.
Can operate joint mandates and increasing workloads while maintaining a high level customer experience.

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.
Willing to travel up to once per month (approximately twice per quarter) for prospect events and in-person meetings.