Vanilla Technologies

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đź“Ť CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, WA D.C.

🧭 Full-Time

đź’¸ 160000.0 - 250000.0 USD per year

🔍 Software Development

  • 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.
  • Financial Services or Software industry (SaaS) sales experience preferred. Working knowledge of the Wealth Management space is a big plus.
  • Knowledge of Salesforce strongly preferred but not required.
  • Driven and results oriented.
  • 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.
  • Attend and represent Vanilla at industry events and conferences.

Business DevelopmentSalesforceCommunication SkillsRESTful APIsPresentation skillsAccount ManagementNegotiation skillsClient relationship managementSales experienceMarket ResearchLead GenerationCRMFinancial analysisCustomer SuccessSaaS

Posted 1 day ago
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đź“Ť CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, WA D.C.

🧭 Full-Time

đź’¸ 90000.0 - 110000.0 USD per year

🔍 Estate Planning

  • 5+ years of total experience in roles such as Customer Support, Customer Experience, or Account Management.
  • 3+ years experience in financial services or wealth management.
  • Proven success in customer retention & expansion, with a track record of increasing engagement and driving revenue growth.
  • Strong problem-solving skills with the ability to manage escalations effectively and turn challenges into positive experiences.
  • Experience with process improvement—you thrive on optimizing tools and workflows for scalability.
  • Exceptional communication & interpersonal skills—you can build strong relationships with customers and internal teams.
  • Analytical mindset—you use data to track success metrics, measure customer health, and identify areas for improvement.
  • High emotional intelligence & empathy—you understand customer needs and advocate for them effectively.
  • Tech-savvy & adaptable—you quickly learn new software tools and can train others effectively.
  • Ability to thrive in a fast-paced, high-growth environment—you’re proactive, self-motivated, and eager to make an impact.
  • Guide customers from onboarding through long-term adoption, ensuring they achieve their business goals with Vanilla’s solutions.
  • Create and manage Customer Success Plans (for simple accounts) and Strategic Customer Account Plans (for complex accounts) that outline customer goals, key metrics, and opportunities for growth.
  • Own the renewal process, identifying expansion opportunities and mitigating potential churn.
  • Act as the voice of the customer, gathering insights and collaborating with Product, Sales, and Support teams to improve customer experiences.
  • Implement and refine tools and processes that enhance customer engagement, track client health scores, and improve overall satisfaction.
  • Work closely with Sales, Product, and Leadership to align customer needs with company strategies.
  • Contribute to a company-wide mindset that prioritizes customer obsession and long-term relationships.

SalesforceFinancial ManagementCommunication SkillsAnalytical SkillsCustomer serviceRESTful APIsProblem-solving skillsAccount ManagementClient relationship managementData visualizationProcess improvementCRMFinancial analysisData analyticsCustomer supportCustomer SuccessSaaS

Posted 3 days ago
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