Account Executive
Benefits
Unlimited PTO
2w maternity
1w paternity
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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.
Qualifications:
- 5+ years working experience with 1+ years in software sales and 3+ years in wealth management.
- Experience working in or selling to wealth management firms.
- Experience managing annual quotas with over-achievement record.
Benefits:
- Flexible paid time off policy and 10 company-wide paid holidays.
- Medical, dental, and vision benefits coverage for employees and families.
- Budget for learning & development and home office setup.
Vanilla
Vanilla is an AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. We are a startup bringing together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups with a mix of fully remote and hybrid roles.