Job Closed
This listing is no longer active.
Making Estate Planning Simple for Financial Advisors. Built for advisors, loved by clients.
Account Executive, Mid-Market
Location
Arizona + 21 moreAll locations: Arizona | California | Colorado | Connecticut | Florida | Idaho | Illinois | Kentucky | Maine | New Jersey | New York | Ohio | Massachusetts | Minnesota | Pennsylvania | Rhode Island | South Carolina | South Dakota | Texas | Utah | Virginia | Washington
Posted
138 days ago
Salary
$100K - $120K / year
Seniority
Senior
Job Description
Account Executive, Mid-Market
Vanilla
• 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 middle market segment. • 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.
Job Requirements
- 5+ years total working experience with a combination of 1+ 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 wealth management firms.
- 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.
Benefits
- Flexible paid time off policy and 10 company-wide paid holidays
- Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents
- Medical, dental, and vision benefits coverage for employees and their families
- 401K eligibility after one month of employment
- Free estate planning documents
- Budget for learning & development and home office setup
- Paid parking or transit for hybrid and in office employees
Related Guides
Related Job Pages
More Account Executive Jobs
• Run client phone calls, qualifying inbound leads and conducting sales presentations • Consistently meet and exceed sales quotas and KPIs • Own the top of the funnel stage from initial contact to qualification and follow-up • Engage with new and existing clients, maintaining a high conversion rate • Collaborate with internal teams to tailor client solutions • Leverage AI, CRM, dashboards, and automation tools for pipeline management and performance tracking • Take part in team meetings, training sessions, and ongoing skill development
Business Development & Sales Representative
HJ StaffingProviding the highest level of professional personnel solutions and placing top talent to all organizations.
• Identify and pursue new business opportunities in Texas • Build relationships with decision-makers (HR, Procurement, Operations, Department Heads) • Introduce staffing and workforce solutions aligned to client needs • Set meetings, present capabilities, and close new accounts • Collaborate with leadership to align sales strategy with awarded contracts • Maintain accurate activity and pipeline tracking
Sales Executive – Healthcare
SolenisBuilding a safer & healthier world through sustainable innovation.
• Develop a sales plan to retain key end users and profitably grow sales in the assigned territory. • Identify top accounts within assigned territory (including corporate, regional, and local accounts) and outline a clear plan to retain, grow and deliver value to these key customers. • Collaborate with internal resources, customers, and distributors to achieve sales goals by leveraging sales plans and joint capabilities to retain and grow the assigned territory. • Demonstrate understanding of the healthcare sector, customer/stakeholder needs, and Diversey products and programs. • Apply this knowledge to identify and present the appropriate solution(s) to key customers. • Articulate and demonstrate the value of Diversey products, programs, and solutions to end users and distributors. • Utilize both tools to gain commitment to solutions and business reviews to demonstrate the value of solutions delivered. • Complete key administrative tasks including updates to various tools, customer support, pricing, budgeting, travel, and expenses.
Senior Account Executive, Strategic
Docker, IncDocker helps developers bring their ideas to life by conquering the complexity of app development.
• Build and maintain strong, long-lasting customer relationships with strategic clients. Act as the main point of contact and advocate for client needs within the company. • Develop a thorough understanding of key client needs and requirements. Work closely with clients to devise and implement strategic plans that align with their business goals and drive mutual growth. • Achieve and exceed sales quotas within assigned portfolio by identifying and closing business opportunities. • Conduct research and analysis to understand industry trends, competitive landscape, and client feedback to inform strategic planning and identify new business opportunities. • Collaborate with cross-functional teams (including marketing, product development, and customer service) to ensure a cohesive and comprehensive approach to market. • Provide accurate forecasts and track key account metrics. Report on the status of accounts and transactions, and monitor sales performance against goals. • Lead contract negotiations, ensuring favorable terms for both the client and the company.




