Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Earning Potential: $1,000,000+ annually Role Overview We are seeking an elite Regional Director / Closer with a proven track record selling intangible financial strategies to high‑net‑worth individuals and business owners. This role requires mastery in high‑ticket negotiation, deep understanding of the U.S. Tax Code, and the ability to guide clients through complex structured transactions. You will serve as both a senior closer and a regional relationship leader, ensuring exceptional client experience and final approval of all client documents. We are looking specifically in the New York New Jersey and Connecticut area. If you do not live within this region please do not apply as your application will be rejected. This is a 1099, commission only position and you will work from your residence/office. Responsibilities - Drive and close high‑ticket tax strategy transactions ($2M+) with HNWI and business owners - Lead the full sales cycle from qualification to close, consistently exceeding revenue targets - Serve as the primary point of contact for clients throughout the transaction process - Review and approve all client documents for accuracy and compliance - Communicate complex federal tax code implications in a clear, compelling manner - Develop and refine policies, procedures, and sales processes to increase close rates - Implement strategies to convert qualified leads into long‑term clients - Collaborate with internal teams to ensure seamless client service and satisfaction - Maintain expert‑level knowledge of industry trends, tax strategies, and competitor offerings - Document all activities, communications, and deal progression in the CRM for accurate reporting

Market & Pricing Strategy @ MergeCo As we evolve into the next chapter of our company, we are sharpening where we play, whom we serve, and how we win. The Director of Market & Pricing Strategy will play a critical role in that effort by grounding decisions in market reality, ensuring our product roadmap decisions are aimed at the right customers, in the right segments, with a differentiated value proposition, and ensuring we have a consistent framework across the organization. This role sits within the Product organization and reports to the Chief Product Officer. The ideal candidate is a market and pricing strategist who operates like a thought and product leader, someone who brings clarity to ambiguous questions and influences decisions without owning the roadmap. You are deeply curious about customers, markets, and value creation, and are motivated by helping teams decide where to play and why, not by defining features or managing delivery. You have experience in roles such as market strategy, pricing strategy, corporate strategy, or management consulting, with hands-on exposure to product-led businesses. Experience in high-growth B2B SaaS, vertical SaaS, marketplaces, or post-acquisition environments is strongly preferred. Day in the Life Market Segmentation & Sizing - Define and maintain company-wide market segmentation, including current and potential market segments and meaningful cohorts (e.g., buyer type, size, etc.) - Size markets (TAM / SAM / SOM) and segments, and work closely with the CPO, Product, and Marketing leaders to evaluate opportunities and support portfolio-level decision-making. - Identify high-level needs and value drivers across customer segments. - Create clear, decision-oriented analyses and artifacts (models, memos, and presentations) that enable leadership to make confident decisions on the portfolio, roadmap, and strategy. - Partner with the CPO to inform theme prioritization and opportunity sizing. - Participate in strategy sessions across the organization to integrate cross-functional perspectives into recommendations. - Collaborate with GTM leaders to define and evolve the Ideal Customer Profile (ICP) to outline where the company has the strongest product-market fit, highest value, and growth potential. - Collaborate closely with product and go-to-market teams to align on a consistent market segmentation. Competitive & Market Intelligence - Own competitive analysis across the portfolio. - Track and analyze current, emerging, and adjacent competitors, focusing on where we win, where we lose, and why. - Track industry trends and provide insights for strategic planning. - Conduct structured competitive and capability analyses, as well as feature comparisons, to identify implications for market position and mergers & acquisitions. - Translate competitive dynamics into clear strategic implications for product planning and positioning. - Provide regular updates to the executive team and cross-functional stakeholders. Pricing and Packaging - Own pricing strategy across products. - Define pricing models, structures, and discounting strategies that optimize our business. - Ensure pricing decisions align with target segments and value delivered. - Evaluate and test pricing, packaging strategies, and new monetization opportunities. - Collaborate with Product to determine packaging that reflects customer needs and drives upsell and cross-sell opportunities. - Communicate pricing, packaging, and self-service strategies for integration into roadmaps. - Partner with Product, Finance, Sales, Marketing, and Customer Success on pricing decisions and tradeoffs. - Collaborate with Customer Success, Payments, and Marketing to execute pricing strategies and tactics. Must Haves - Bachelor’s degree in Business, Economics, Finance, or a related field required. Advanced degree is a plus. - 7–10 years of relevant experience. - Strong judgment in market segmentation, pricing, and opportunity sizing. - Comfort working with imperfect data and making directional recommendations. - The ability to synthesize complex information into clear, executive-ready insights. - Curiosity and experience with research, including setting goals, determining key questions, selecting methodologies, executing, analyzing, and summarizing results. - Strong analytical and quantitative skills and data literacy (statistics, Excel/Sheets required; SQL a plus). - Excellent written and verbal communication skills. - The ability to influence senior stakeholders without formal authority. - A bias toward action, focus, and practical impact over theoretical frameworks. - U.S. Citizen or Permanent Resident status required. Visa Sponsorship is not available at this time. Nice to Haves - eCommerce experience - Branded merchandise knowledge - Vertical SaaS experience - Understanding of marketplaces - Mergers and Acquisitions - Previous work in AI tools A Few of the Perks - Competitive benefits - Unlimited PTO - Remote work available for U.S.-based candidates - 401(k) with employer match - Paid parental leave - In-office benefits for those local to Dallas, TX: - - Catered lunches - Casual office atmosphere & located in the Design District - Fully stocked kitchen