Chief Revenue Officer, Sage

14 hours ago


Charlotte, North Carolina, United States TIFIN Wealth Full time
About the Role

TIFIN Wealth is seeking an experienced Enterprise Account Executive to join our team as a Chief Revenue Officer, Sage. This is a high-impact, high-visibility role that will be responsible for shaping our go-to-market strategy and identifying enterprise prospective customers.

The ideal candidate will have 15+ years of successful solution sales experience within the wealth management space, with a proven ability to orchestrate complex solution sales cycles in Fortune 50 companies. They will also have experience working in a start-up and/or small, fast-paced environments with little structure.

The Chief Revenue Officer, Sage will be responsible for developing, strategizing, negotiating, and closing business, as well as instilling customer confidence and trust in the company. They will also be responsible for capitalizing on fintech industry knowledge and existing customer contacts to uncover future business opportunities.

Key Responsibilities

  • Develop and execute a go-to-market strategy to identify and pursue new business opportunities
  • Build and maintain relationships with key stakeholders, including financial services C-level executives
  • Develop and deliver sales presentations to senior/executive levels
  • Track the sales process through weekly forecast submissions and sales operations updates
  • Ability to be onsite 4 days a week in Boulder, CO or New York, NY

Requirements

  • 15+ 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

What We Offer

  • Competitive salary range of $150,000 - $200,000
  • Performance linked variable compensation, including equity
  • Medical, dental, vision, life and disability insurance
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • 401(k) Retirement Plan
  • Flexible PTO policy and Company-paid holidays
  • Parental Leave: 12 week paid maternity, 6 week paid paternity leave
  • Corporate Social Responsibility and volunteering opportunities
  • Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching


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