Sales EVP

Odyssey Transfer and Trust Company • San Diego, CA

7h

About The Position

At Odyssey Transfer and Trust Company, we’re reimagining the infrastructure that powers modern markets. As a tech-forward transfer agent and trust company, we’re not just supporting how companies grow, we’re helping shape what’s possible. Our platforms, processes, and people are modernizing an industry where accuracy, speed, and expertise truly matter.

We help issuers manage and engage their shareholders with confidence, ensuring their most important relationships and transactions run seamlessly. Whether managing dividend payments for a mature corporation or facilitating corporate events, such as annual meetings, we provide tailored solutions that make business simple, fast, and easy for issuers and their shareholders.

With a reputation built on precision, responsiveness, and a deep commitment to client success, Odyssey is trusted by organizations across North America to deliver service that keeps their business moving.

Requirements

• 8-10 years’ experience, preferably focused in capital markets, law firm, or consulting
• Strong sales experience with proven success
• Robust law firm network
• Strong analytical and organization skills
• Experience executing a go to market strategy, including running a CRM.
• Exceptional problem-solving skills and high attention to detail
• Advanced communication skills (written and oral)
• Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat

Responsibilities

• Own a territory and be responsible for revenue growth through the acquisition of new clients and expansion of existing clients and partner relationships.
• Own your territory by clearly defining significant opportunities and executing your strategy to drive business growth.
• Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms.
• Client outreach and direct sales activity
• Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics.
• Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base.
• Develop and deliver sales presentations and proposals.
• Maintain accurate forecasts for your territory, using data analysis to identify opportunities to improve your sales process and recommend changes to the broader organization.
• Collaborate in creating short-and long-term strategic plans

Benefits

• Competitive base salary plus performance-based commission
• Comprehensive benefits including extended health, dental life insurance, and 401K matching, employee assistance program (EAP), and health care spending account
• Paid time off including competitive vacation time, birthday off, and an additional “bonus” day
• Entrepreneurial, collaborative culture that rewards initiative and impact

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed