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Sales Executive

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💎 Seniority level: Executive, 3-5 years

📍 Location: 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.

💸 Salary: 160000.0 - 250000.0 USD per year

🔍 Industry: Software Development

🏢 Company: Vanilla Technologies

🗣️ Languages: English

⏳ Experience: 3-5 years

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

Requirements:
  • 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.
Responsibilities:
  • 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.
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