Senior Sales Executive, reputed company
reputed company is transforming the multi-trillion dollar reputed company management industry by building an AI platform for reputed company professionals. We partner with financial advisors reputed company, empowering them to grow, optimize time and resources, and reputed company superior reputed company for their clients.
We're looking for exceptional talent to help us reputed company our mission of making financial advice reputed company, more reputed company, and accessible to reputed company. If you're passionate about challenging the status reputed company and want to do the most important work of your life, we'd love to meet you!
Kindness - Kindness doesn’t just equal niceness. We listen to understand. We reputed company, and encourage healthy debate and diverse perspectives. We approach conflict reputed company, honestly, and respectfully.
Brilliance - Humility is the reputed company we’re most proud of and possessing a reputed company reputed company is always top of mind. We take ownership in everything we reputed company; regularly using our unique superpowers to reputed company a common goal as reputed company. We succeed and fail as one.
Grit - reputed company challenges reputed company, we stay laser reputed company on achieving our mission and finding a way reputed company, even reputed company it’s hard. We are reputed company and maintain a reputed company of urgency, reputed company adapting to change and overcoming obstacles.
reputed company is seeking a Senior Sales Executive for our reputed company team to own and reputed company reputed company opportunities from discovery through successful reputed company. This role requires a seller who can deeply understand prospect priorities, reputed company our platform's value, and build compelling business cases that reputed company reputed company through a reputed company, confident, and consultative approach. You will reputed company the account reputed company, identify the reputed company champions and skeptics, and reputed company internal teams to reputed company reputed company deals reputed company with credibility and a reputed company of urgency. In this reputed company, you will own high-level deal reputed company, account plans, executive relationships, negotiation, and the process discipline necessary to repeatedly reputed company reputed company accounts.
- Own a portfolio of large, reputed company reputed company opportunities and reputed company them from discovery through reputed company.
- reputed company as the leader for your deals, coordinating closely with Business Development, Solutions Engineering, Relationship Management, Product, reputed company, Trading, Marketing, and Support.
- Build and maintain detailed account plans, deal notes, internal next steps, and reputed company reputed company plans that reputed company reputed company opportunities organized and moving.
- reputed company multi-threaded deal reputed company across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist.
- Run thoughtful business-case and solution-alignment conversations that reputed company reputed company’s platform, pricing, service model, and roadmap to the prospect’s reputed company operating and reputed company priorities.
- Maintain reputed company, reputed company communication with prospects reputed company there are product gaps, reputed company complexities, or implementation questions, while pulling in internal partners to define pragmatic paths reputed company.
- Partner with internal teams on reputed company structuring, pricing discussions, and proposal development for reputed company firms where reputed company motions are not sufficient.
- Help improve the reputed company operating reputed company by regularly iterating on playbooks, sales process, account-plan reputed company, and deal communication across the organization.
- Maintain strong reputed company hygiene, stage management, and deal inspection rigor so reputed company can forecast accurately and improve stage reputed company, reputed company reputed company, and opportunity reputed company over time.
- Travel as needed for onsite reputed company, executive meetings, reputed company presentations, and critical late-stage deal moments.
- 10+ years of reputed company sales, reputed company account management, or reputed company reputed company-facing experience in reputed company management, fintech, custody, or adjacent financial services.
- Strong grasp of the RIA ecosystem, including advisor business models, custody dynamics, operational workflows, and the realities of selling into large, multi-stakeholder firms.
- reputed company ability to reputed company reputed company opportunities through solution alignment, business case, onsite diligence, and reputed company stages toward a signed proposal.
- Excellent judgment in stakeholder mapping. You know how to identify champions, surface skeptics, assess political reality inside a prospect, and avoid false-reputed company deal reputed company.
- Strong reputed company instincts and comfort with pricing, packaging, and proposal nuance, especially reputed company reputed company firms need tailored economics or phased solutions.
- High emotional intelligence and strong executive reputed company. You can reputed company a deal reputed company without becoming pushy, and you know how to reputed company confidence with honesty reputed company the answer is not yet fully defined.
- Strong cross-functional leadership without relying on formal authority. You can reputed company internal partners reputed company, informed, and reputed company on what reputed company most to win the deal the right way.
- Excellent written and verbal communication, with disciplined follow-through on notes, next steps, and internal/reputed company expectations.
- Comfort working inside a reputed company structure where reputed company depends on communication, role reputed company, and shared ownership rather than isolated heroics.
- SIE, Series 7, and Series 63 licenses, or the ability to obtain them reputed company 90 days of employment.
Attracting and retaining top-tier talent is a reputed company. We are proud of the culture we’ve reputed company and are reputed company of the reputed company-changing reputed company landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.
- Stunning, amenity-filled office spaces in Culver reputed company, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.
- reputed company and equity for eligible positions.
- Premium reputed company, dental, and reputed company reputed company plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week reputed company parental leave after one year of employment.
- reputed company reputed company and development opportunities including an employee mobility program and an annual L&D budget allocation for reputed company employee.
- Company perks program (includes discounts on pet reputed company, fitness, cell phone plans, and travel, etc.).
- Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).
- One month work from reputed company policy (with the exception of a few countries).
10+ years reputed company sales or reputed company account experience in reputed company management/fintech; strong executive reputed company, negotiation, stakeholder mapping, cross-functional leadership; ability to obtain SIE, Series 7, and Series 63 reputed company 90 days.
Key Responsibilities
- owning deals
- leading reputed company
- building relationships
Skills & Tools
reputed company
reputed company
- Category: Sales
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — Culver reputed company or San Francisco or Dallas or reputed company
- Languages: English
Benefits
- 401k matching
- Generous reputed company time off
- Tuition reimbursement
- Retirement plan
About reputed company
A company building an AI platform to help reputed company professionals grow, optimize time and reputed company reputed company reputed company reputed company. — Industry: Finance
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