[Hiring] Enterprise Account Executive @Vanilla Technologies

Role Description

As an Enterprise Account Executive, you will grow Vanilla's footprint with the largest wealth management firms in the U.S. This includes:

• RIAs and RIA aggregators
• Wirehouses and broker-dealers
• Banks and trust companies

You will own a portfolio of existing enterprise customers and new-logo targets, with responsibility for:

• New business
• Expansion
• Renewals

These are complex, consultative sales involving many stakeholders, including:

• Home-office executives
• Advisor and planner teams
• Technology and architecture groups
• Compliance, security, and vendor-risk reviewers

The ideal candidate has:

• Experience selling to multiple types of wealth firms
• Comfort in C-suite meetings, vendor-risk reviews, and discussions with advisors

You will work closely with:

• Customer success
• Product teams
• A Vanilla executive sponsor on each strategic account

Your role will be key in shaping how we go to market with enterprise firms.

Qualifications

• 8+ years of full-cycle B2B sales experience
• 5+ years in enterprise sales to financial services firms with annual quotas exceeding $2M
• Experience selling into multiple types of wealth management firms
• Consistent top performer with 100%+ quota attainment across multiple years
• Proven ability to close deals ranging from mid five figures to seven figures
• Experience managing 6–18 month sales cycles with senior and C-suite stakeholders
• Track record of navigating security, compliance, and vendor-risk reviews
• History of winning competitive evaluations and displacing incumbent solutions
• Skilled in building ROI-based business cases
• Strong executive presence and excellent written and verbal communication
• Self-starter who thrives in ambiguous, high-growth environments

Requirements

• Experience selling AI-enabled software to regulated financial institutions
• Familiarity with estate planning, trusts and estates, or advanced planning workflows
• Established relationships with executives across wealth management firms
• Experience structuring enterprise license agreements or multi-year enterprise contracts

Benefits

• Flexible paid time off policy and 10 company-wide paid holidays
• Parental leave: 6 weeks for all full-time employees and up to 14 weeks for birthing parents
• Medical, dental, and vision benefits coverage for employees and their families
• 401K eligibility after one month of employment
• Free estate planning documents
• Budget for learning & development and home office setup
• Paid parking or transit for hybrid and in-office employees