VP of Enterprise Sales - Bank Channel, TIFIN AG

Posted:
10/22/2024, 10:27:03 AM

Location(s):
North Carolina, United States ⋅ Charlotte, North Carolina, United States ⋅ New York, New York, United States ⋅ New York, United States

Experience Level(s):
Expert or higher

Field(s):
Sales & Account Management

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

  • Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
  • Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
  • I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

ABOUT TIFIN AG:

TIFIN AG is a predictive AI platform that helps wealth management enterprises answer specific data questions to drive net new assets. TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops. It helps firms combine data through integrations with leading CRM and WealthTech providers, organize and enrich firm data against 3rd party data providers, and then engage clients and prospects using modern marketing distribution capabilities. As a result, TIFIN AG delivers better intelligence to help advisors with more precise client acquisition, retention, and expansion.

WHAT YOU'LL BE DOING:

We are looking for an experienced VP of Enterprise Sales to join TIFIN AG as an emerging leader in how wealth management enterprises are using predictive AI to unlock new acquisition, expansion, and retention opportunities to accelerate organic growth.

As an Enterprise Sales Executive, you will report to TIFIN AG’s Chief Revenue Officer and be an integral part of the team owning our Bank channel to bring this exciting new technology to the wealth management industry. 

The ideal candidate will build a strong pipeline of qualified deal opportunities and drive winning sales strategies through close. 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:

  • Lead the entire sales process from identifying prospects, progressing through the pipeline and closing deals to generate net new annual recurring revenue (ARR)
  • Capitalize on fintech industry knowledge and existing banking channel customer contacts to uncover future business opportunities
  • Uncover needs and develop relationships with multiple stakeholders across identified target bank wealth management prospects 
  • Understand customer priorities and position the TIFIN AG solutions to meet those needs
  • Develop, strategize, negotiate and close business. Instill customer confidence and trust in the company, leading to long term business relationships
  • 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
  • Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages. Build account plans and strategies for each target account

WHO YOU ARE: 

  • 5-10+ years of successful sales experience focused in bank channels, preferably in enterprise software environment 
  • Experience or comfort 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 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 HubSpot CRM is a plus
  • Hybrid 3-days in office in New York, NY or Charlotte, NC

The position requires approximately 25 – 30% travel.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $100,000 - $125,000. 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.

TIFIN offers a competitive benefits package that includes:

  • 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
  • Company sponsored events like Qi Gong, mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
  • The ability to make a real impact in an incredibly fast-growing organization

A note on location. While we have team centers in New York City, San Francisco, Charlotte, Mumbai, Bangalore and Madrid, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area. 

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.