Senior Enterprise Account Executive

The Role

Responsibilities

Day to day responsibilities

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  Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition.
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  Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals.
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  Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly. Manage and drive the sales process to ensure that prospects are able to understand Savvy’s holistic value prop and the impact it would have for their business.
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  Prepare for and run sales demos (in partnership with members of the Leadership Team) to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors.
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  Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals.
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  Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity.
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  Proactively identify opportunities utilizing data and tools to improve the sales process, increase conversion rates, decrease sales cycle time, and share feedback to uplevel the entire Growth team.
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  Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters.

Nuances for this role

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  This is a quota carrying role. Our deal size is anywhere from $200k to $1M+ ARR, with an average time to close currently at less than two months.
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  This is a more humanized sale than your average technology sales process as you are dealing directly with decision makers. You can think of every financial advisor as the CEO of their own business — with that comes a heightened degree of empathy needed to be successful in the sale, but also the ability for quick decisions.
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  Think about a top producing financial advisor who’s been with a firm for 10+ years. Their personal and professional identity is often wrapped up in that firm’s brand. Successfully educating a financial advisor and facilitating a move from their prior firm takes outstanding patience, listening, agility, and ultimate focus to get the deal done.
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  The equally demanding need for high IQ and EQ in this role has resulted in an incredibly high performing and driven team of diverse backgrounds.

Qualifications

Must have

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  5+ years of relevant sales experience in quota-carrying roles (2+ years as an Account Executive).
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  2+ years of experience at a high growth tech startup.
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  Experience with deal sizes of $200k to $1M ARR.
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  Experience working with deal cycles ranging between 1-12 months.

Nice to have

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  One of the first 5 account executives at a high growth startup.
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  Proficiency with revenue-related technology solutions, such as CRM (e.g., Salesforce), and sales and marketing tools (e.g., Apollo, Outreach.io, Gong, Orum).
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  Experience recruiting individuals either through a staffing agency or as a corporate recruiter.
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  Experience selling in the Financial Advisory / Wealth Management space (RIA, broker-dealer, bank).

Qualities

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  Problem solving: Strong problem-solving and analytical skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward.
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  Communication: Incredible communications and collaboration skills to work effectively across cross-functional teams. Phenomenal presentation and storytelling skills that can distill a firehose of information into a cohesive and inspirational story.
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  Fast learner: Track record of quickly learning and leveraging various pieces of software, third-party vendors, and other resources to get the job done. You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously.
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  Ownership mindset: Self-starter, low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done.
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  Strategy: Strategic operator that has experience critically thinking about and executing at both the 30,000 foot level and boots on the ground; you are comfortable at and know when to be at both of these levels.
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  Leadership: You want to help shape the culture of the company and help us to build and scale a best-in-class team. You have the ability to hold others accountable and provide direct, constructive feedback, no matter their seniority in the company.

Benefits

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  Competitive salary and equity package — total annual compensation (base salary + quota-based commissions + equity) will be between $201,274 and $301,477 of which base salary will be between $100,637 and $131,287
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  Unlimited PTO + paid company holidays
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  Access to best in class medical, dental, and vision plans
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  Company 401(k), Commuter, and HSA/FSA plans
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  NYC office in the heart of Manhattan
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  Lunch, dinner, and snacks provided in the office
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  Parental leave coverage (8 weeks) and support (Cocoon)
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  Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
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  Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

About Savvy