Account Executive, Mid-market

Vanilla

Remote, US
Base: 50% of ote; variable: 50% of ote; total ote:...
Remote
5+ years total experience
1+ year full cycle saas sales
3+ years wealth management background
Vanilla is seeking an Account Executive for their remote team, focusing on the mid-market segment within the wealth management sector. The ideal candidate will have a strong background in SaaS sales and wealth management, with responsibilities that include managing the sales cycle and collaborating with internal teams to drive product adoption

Job Summary

  • Vanilla is a startup building the first AI-powered estate advisory platform to modernize how wealth is transferred across generations.
  • The Account Executive will manage the full sales cycle for private wealth and family office prospects while acting as a trusted advisor.
  • Employees receive a competitive compensation package with a 50/50 base-to-variable split, equity opportunities, and flexible paid time off.

Matching Summary

Match Score: 85

Vanilla is seeking an Account Executive for their remote team, focusing on the mid-market segment within the wealth management sector. The ideal candidate will have a strong background in SaaS sales and wealth management, with responsibilities that include managing the sales cycle and collaborating with internal teams to drive product adoption.

Salary

Base: 50% of OTE; Variable: 50% of OTE; Total OTE: $200,000-$240,000; Equity: Included

Skills & Requirements

Must-have

  • 5+ years total experience
  • 1+ year full cycle SaaS sales
  • 3+ years wealth management background
  • Experience selling to RIAs or broker dealers
  • Salesforce CRM proficiency

Nice-to-have

  • Entrepreneurial spirit in high pace environment
  • Experience scaling startup environments
  • Understanding of estate planning domain
  • Creativity in pricing and joint marketing
  • Track record of quota over-achievement

Key Requirements

  • 5+ years total working experience
  • 1+ years full cycle software sales
  • 3+ years wealth management role
  • Must be based in approved US states
  • Proven track record meeting sales quotas

Work Rights

Not specified

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