Account Executive, Mid-Market

Vanilla is a startup that aims to make estate planning modern, visual, and intelligent. The company is looking for an Account Executive to join their team and identify new opportunities within their core market. The role requires managing the full sales cycle, working closely with prospective customers, and collaborating with internal teams.

Requirements

• 5+ years of total working experience
• 1+ year of experience in full cycle software or SaaS sales
• 3+ years of experience in wealth management as a wealth manager, financial advisor, portfolio manager or analyst/associate
• Experience working in or selling to wealth management firms
• Entrepreneurial spirit and ability to wear multiple hats / operate in a high-pace environment

Benefits

• Flexible paid time off policy and 10 company-wide paid holidays
• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents
• Medical, dental, and vision benefits coverage for employees and their families
• 401K eligibility after one month of employment
• Free estate planning documents
• Budget for learning & development and home office setup
• Paid parking or transit for hybrid and in office employees