• Win new logos and expand strategic accounts across top banks and wealth managers ($250B+ AUM).
• Lead multi-stakeholder pursuits end-to-end from origination through close - targeting seven-figure opportunities.
• Engage executives such as Head of Wealth Management, EVP/VP Product, Head of Advisor Solutions, Head/Chief of Philanthropy, SVP Digital/Grant Payment Solutions.
• Team-sell with subject-matter experts to craft solutions spanning DAF technology, planned giving, payments, and managed administration.
• Operate with enterprise discipline: pipeline quality, accurate forecasting, clear deal reviews, and repeatable playbooks.
Requirements
• Extensive enterprise-sales experience in financial services, fintech, or wealth-tech; fluent with institutional economics and risk.
• Demonstrated ability to navigate long sales cycles and complex buying groups; history of $1M+ wins.
• Purpose-driven mindset and authentic connection to philanthropy, impact investing, or charitable giving.
• Experience in PE-backed, high-growth settings with reporting rigor and scaling pressures.
• Bachelor’s in business, finance, economics, or related field (or equivalent experience).
Additional Instructions
• Win new logos and expand strategic accounts across top banks and wealth managers ($250B+ AUM).
• Lead multi-stakeholder pursuits end-to-end from origination through close - targeting seven-figure opportunities.
• Engage executives such as Head of Wealth Management, EVP/VP Product, Head of Advisor Solutions, Head/Chief of Philanthropy, SVP Digital/Grant Payment Solutions.
• Team-sell with subject-matter experts to craft solutions spanning DAF technology, planned giving, payments, and managed administration.
• Operate with enterprise discipline: pipeline quality, accurate forecasting, clear deal reviews, and repeatable playbooks.
Perks and Benefits
• Compensation: Base $120–150K | OTE $250K+ | Flex PTO | President’s Club eligibility.
