Enterprise Sales Manager
About The Position
The Enterprise Sales Manager will drive significant growth opportunities in the enterprise RIA market, owning both new business and expansion. This field-first role is for an experienced enterprise seller who manages complex, multithreaded sales cycles end to end and builds a durable pipeline through disciplined prospecting and relationship development. The role partners with Business Development to source and advance new opportunities and with Enterprise Account Management to drive adoption and expansion across a named group of customers. Partner conversations and industry events are opportunities to grow enterprise business.
Requirements
- At least 5 years of experience selling complex, high-value solutions to enterprise buyers, with a documented record of achieving and exceeding quota across long-cycle deals.
- Deep experience selling technology into enterprise organizations and an active network of relationships in the SaaS or software industry.
- Proven ability to manage multiple stakeholders across complex organizations, from first meeting through procurement and close.
- Ability to operate independently, take accountability for pipeline and results, and execute complex field and territory plans rigorously.
- Strong negotiation and organizational skills to manage enterprise contracts and institutional procurement processes.
- Bachelor's degree or equivalent relevant work experience.
- Willingness to travel more than 50% of the time for in-person client engagement and industry events.
Nice To Haves
- Fintech or wealth management exposure.
Responsibilities
- Build and sustain a healthy pipeline through disciplined prospecting, relationship development, and close partnership with Business Development; own sales targets and the activity that drives them.
- Own the full sales lifecycle for enterprise RIA prospects and drive net-new revenue through a consultative sales approach.
- Partner with Enterprise Account Management to drive adoption and lead expansion strategy within a named group of customers.
- Navigate complex organizations to identify and align economic buyers, champions, and influencers, building long-term partnerships.
- Use partner meetings and national industry events to build brand authority, deepen relationships, and generate enterprise pipeline.
- Deliver demonstrations and presentations tailored to enterprise clients' operational needs, emphasizing the company's AI and integrated estate planning technology.
- Partner with internal leadership, Business Development, and product teams to align go-to-market strategy with market demand and emerging industry trends.
Benefits
- Medical, dental, and vision insurance options with low-cost premiums.
- Company-paid basic life insurance.
- Company-paid short-term and long-term disability insurance.
- Paid parental leave upon eligibility.
- Company equity managed through Carta.
- 401(k) with matching and 100% vesting upon hire.
- Flexible PTO.
- Paid holidays, including a birthday holiday.
- Free estate planning for life.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
