Chief Revenue Officer, Sage

WHAT YOU'LL BE DOING:

A division of TIFIN, Sage is a generative AI investment assistant that acts as a personalized CIO (Chief Investment Officer), providing advisors with actionable, personalized investment advice for their clients. Sage offers an AI-powered intelligence engine and natural language assistant that organizes client account data and utilizes advisor inputs to provide actionable answers based on natural language prompts. Financial advisors and wealth enterprises can plug this interface into their existing technology stacks and workstations and receive conversational responses that enable wealth managers to approach client communication, investment questions, and provide actionable insights quickly and with confidence. This product is developed in partnership with a premier private bank as a day-one client.

This CRO position will be the first full-cycle enterprise sales role responsible for shaping go-to-market strategy as well as identifying enterprise prospective customers, driving the process, and closing new business. We are looking for an experienced Enterprise Account Executive who has experience selling to large wealth management firms, including Broker Dealers and RIA Aggregators. This is a high-impact, high-visibility role reporting directly to and closely with the CEO. The ideal candidate will build a strong pipeline of qualified deal opportunities and execute winning sales strategies to 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:

• 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: 

• 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.  
• 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.