Remote Sales Director
Job Summary
Owning the complete sales cycle for enterprise and strategic accounts, the full-time Remote Sales Director will build relationships with financial advisors and institutions, lead product demonstrations, and collaborate with executive leadership to establish a scalable enterprise sales function.
Key responsibilities
- Develop and manage the sales pipeline from initial contact to contract closure
- Conduct product demonstrations and negotiate contracts with clients
- Represent the company at industry events and work cross-functionally with marketing, product, and customer success teams
Required qualifications
- Strong track record in financial technology or wealth management technology sales
- 10+ years of software/technology sales experience
- Ability to thrive in environments without a pre-built playbook
- CFP credential or deep financial-planning fluency is a plus
- Prior experience in a wholesale representative or startup sales environment is advantageous
Complete Job Description
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