Account Executive • Mid-Level

Who you are

You have a proven track record in sales, particularly within the private wealth or family office sectors — your experience has equipped you with the skills to identify and develop new business opportunities effectively. You thrive in a startup environment where speed and autonomy are valued, and you are excited about the prospect of shaping a growing company.

Your ability to manage the full sales cycle from lead generation to closing deals is exceptional — you understand the nuances of the sales process and can navigate complex client relationships with ease. You are a strong communicator, capable of articulating the value of innovative technology solutions to potential clients.

What you'll do

As an Account Executive at Vanilla Technologies, you will be responsible for identifying and developing new opportunities within our core market, focusing on private wealth and family offices. You will manage the entire sales cycle, from lead management to closing new sales, ensuring a seamless experience for prospects. Your role will involve collaborating closely with the marketing and product teams to align sales strategies with company goals.

You will leverage your expertise in the wealth management sector to engage with potential clients, demonstrating how Vanilla's AI-powered estate advisory platform can transform their estate planning processes. Your success will be measured by your ability to meet and exceed sales targets while contributing to the overall growth of the company.

What we offer

At Vanilla Technologies, we embrace flexibility and offer a fully remote work environment. You will join a team of curious builders and problem-solvers who are passionate about making a significant impact in the estate planning industry. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.

We provide competitive compensation and the opportunity to be part of a startup that is redefining how wealth is transferred across generations. Join us in our mission to modernize estate planning and make it more accessible for everyone.