💼 About This Role

You'll drive growth by introducing a cutting-edge digital estate planning platform to financial advisory firms. You'll connect with clients, communicate value, and guide them through a consultative sales process. This role offers fully remote flexibility with a mission-driven team.

🎯 What You'll Do

• Engage new business opportunities and exceed revenue goals
• Deliver insightful product demos to client challenges
• Manage sales pipeline and forecast accurately
• Partner with BDRs to align lead qualification

📋 Requirements

• 3+ years in SaaS sales, ideally fintech or wealthtech
• Bachelor's degree or equivalent experience
• Track record of meeting or exceeding sales targets
• Willingness to travel less than 10%

✨ Nice to Have

• Experience in financial services sector
• Proactive self-starter thrive in entrepreneurial settings

🎁 Benefits & Perks

• 🏖️ Flexible PTO and birthday off
• 🏥 Medical, Dental, Vision insurance
• 💰 Company equity via Carta
• 💼 401k with match and immediate vesting
• 👶 100% Paid Parental Leave

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Demo presentation· 60 min