Enterprise Sales Executive

About Us

Vanilla is the leading estate advisory platform that makes it easy to deliver holistic wealth planning for every client. With Vanilla, you get powerful software for client engagement, estate planning, analysis, and document creation–all supercharged with AI and 180+ years of T&E expertise. Leading advisors from firms like Vanguard, Mariner, and Hightower trust Vanilla to model 16,000+ client estates, grow revenue, and expand relationships for generations to come.

Job Summary

As an Enterprise Sales Executive, you will be responsible for acquiring new customers and expanding business with existing customers within the wealth management vertical. You will engage with C-level and senior executives at large wealth management firms to present and sell the Vanilla platform.

This role requires managing complex, long-duration sales cycles from initial outreach through contract close, while actively building and maintaining a strong pipeline to meet or exceed quarterly sales targets. The ideal candidate has a track record of success in enterprise sales, particularly in navigating executive-level relationships and delivering results in high-value, consultative sales environments.

You will play a key role in driving the continued growth of our organization by effectively communicating value, building customer confidence, and closing strategic deals.

This role is a remote position, you must be based out of one of the following states: CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, MA, MD, ME, MN, NH, NJ, NY, OH, OK, PA, RI, SC, SD, TX, UT, VA, WA, and WA D.C.

Responsibilities: 

• Craft enterprise engagement strategies to build, grow and expand Vanilla’s footprint with large financial institutions in the U.S

• Manage large and complex sales processes with multiple internal and external stakeholders

• Take a consultative approach to achieving sales outcomes by exemplifying our values around client centricity

• Deliver polished presentations and product demonstrations that show deep understanding of the client's business needs and Vanilla’s value proposition

• Collaborate with colleagues across the organization including product, engineering, customer success, and marketing

• Timely and accurate pipeline and forecast management to help drive cross functional alignment and expectations

• Engage C-Suite at client organizations and within Vanilla to achieve goals

• Develop required client relationships and executive engagement to support long-term success

• Develop and execute on account-based sales strategies and plans for enterprise customers and prospects

Required Qualifications:

• 10+ years of full-cycle sales experience, including 5+ years in enterprise sales with annual quotas exceeding $2M

• Deep expertise in the wealth management industry, with established relationships across Wirehouses, RIAs, Trust Companies, and Investment Firms

• Consistent top-performer with 100–150%+ quota attainment across multiple years

• Proven ability to close complex deals, ranging from low six-figure to seven figure deals, with large financial institutions

• Experience managing 9–18+ month sales cycles with C-suite and senior stakeholders

• Skilled in building ROI-based business cases that drive executive buy-in and accelerate deal velocity

• Strong executive presence with a history of delivering persuasive presentations to senior leadership

• Excellent written and verbal communicator; adept at tailoring messaging to technical and non-technical audiences

• Self-starter who thrives in ambiguous, high-growth environments and contributes to go-to-market strategy and feedback loops

Benefits:

• Flexible paid time off policy and 10 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K eligibility after one month of employment

• Free estate planning documents

• Budget for learning & development and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.