Enterprise Sales, Tifin Give

WHAT YOU'LL BE DOING:

Part of TIFIN, TIFIN Give is a tech-first philanthropy partner to wealth enterprises and builds philanthropy platforms of the future. Our primary offering is a community-based giving experience using a Donor Advised Fund (DAF). Our unique approach to philanthropy engages family members across generations to collaborate in their charitable giving, and empowers Financial Advisors to grow their practices by making philanthropy a core strategic offering, not a commodity service. TIFIN Give enables a differentiated approach to philanthropy through its ability to align the investment portfolios with a family's giving activity, utilize AI to curate charitable search and discovery and offer a delightful and engaging user experience.

This Enterprise Sales position is a full cycle sales role responsible for identifying prospective customers, driving the process, and closing new business. These include top financial institutions, wealth enterprises, broker-dealers, and asset managers in North America, as well as Registered Investment Advisors (RIAs) and multi-family offices (MFOs). The ideal candidate has deep expertise in the wealth space and will build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close. This individual will work closely with the executive sales team, which includes the CEO and Head of Enterprise Partnerships. This is a true greenfield opportunity; the clients want and need our proven solution.  We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives.  

THE ROLE:

• Develop, strategize, negotiate, and close business. Instill customer confidence and trust in the company, leading to long-term business relationships.
• Capitalize on fintech industry knowledge and existing customer contacts to uncover future business opportunities.
• Uncover needs and develop relationships with multiple stakeholders within the identified target accounts and customer segments.  
• Make sales calls – both cold and warm; generate qualified sales meetings with financial services C-level executives. 
• Understand customer priorities and position the TIFIN Wealth solutions to meet those needs.
• Build account plans and strategies for each target account.
• Effectively advise and influence customers through consultative selling and value selling techniques.
• Apply presentation, consultative selling, and storytelling skills to deliver sales presentations at senior/executive levels.
• Incorporate thorough understanding of fintech industry trends and issues into sales presentations.
• Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages.
• Ability to be onsite 4 days a week in Boulder, CO or New York, NY

WHO YOU ARE: 

• 10+ years of successful solution sales experience within the wealth management space
• Proven ability to orchestrate complex solution sales cycles in Fortune 50 companies
• Experience working in a start-up and/or small, fast-paced environments with little structure
• Demonstrated ability to understand sales barriers and overcome objections to close business. 
• Demonstrated success in being a “hunter,” with the ability to open doors and deliver on annual quota.  
• Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting
• Bachelor’s degree or commensurate experience required. 
• Financial services, fintech and/or technical industry experience strongly preferred. 
• Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal/external stakeholders. 
• Expert written and verbal communication skills 
• Experience with Salesforce CRM a plus.

The position requires approximately 30 – 40% travel.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $150,000 - $200,000. The position is also eligible for incentive compensation, OTE is 100%+. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.