Description

You will close new business and expansions across sales assist, sales led, and cross-sell opportunities, running the full sales cycle from consultative discovery to close. You'll help define the repeatable sales motion while partnering with Product and Marketing to refine messaging and turn early wins into proof points.

Requirements

• Quota-carrying B2B SaaS sales experience (full-cycle)
• Proven strength in discovery, deal strategy, and executive communication
• Comfort selling into regulated / trust-sensitive workflows
• Bias for action, high agency, and ability to operate in ambiguity (early-stage motion, evolving product)
• Experience selling AI products or workflow automation (bonus)
• Exposure to wealth management, RIA operations, fintech, or adjacent verticals (bonus)

Responsibilities

• Close new business and expansions across sales assist, sales led and cross sell opportunities
• Run the full sales cycle, from consultative discovery to close
• Maintain high operating rigor through clear stage definitions, playbooks and forecasting discipline
• Partner tightly with Product + Marketing to refine persona messaging and turn early wins into proof points and references