WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES:

  • Shared Understanding through Listening and Speaking the Truth. We communicate with radical candor, precision and compassion to create a shared understanding. We challenge, but once a decision is made, commit fully. We listen attentively, speak candidly.
  • Teamwork for Teamwin. We believe in win together, learn together. We fly in formation. We cover each other’s backs. We inspire each other with our energy and attitude. 
  • Make Magic for our Users. We center around the voice of the customer. With deep empathy for our clients, we create technology that transforms investor experiences. 
  • Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. We strive to be the best we can possibly be. No excuses. 
  • Innovate with Creative Solutions. We believe that disruptive innovation begins with curiosity and creativity. We challenge the status quo and problem solve to find new answers. 

WHAT YOU'LL BE DOING:

Part of TIFIN, Clout is an AI-powered Marketing and Personalization Platform for financial services.  Clout powers hyper-personalized and measurable marketing campaigns using the power of insightful content and analytical agility.  

The mission of the Head of Enterprise Sales will be to grow Clout’s customer base with a specific focus on Enterprise wealth firms. Success in this role will mean that you have effectively scaled the business to deliver steadily increasing YoY customer adoption and revenue growth; your outstanding operational and cultural leadership has resulted in a strong and cohesive team focused on delivering results and delivering shareholder value. 

THE ROLE:

  • Own and be accountable for all revenue, drive enterprise relationships and sales
  • Participate in the creation and drive achievement of annual business plans for the company
  • Participate in quarterly plan reviews evaluating/fine tuning specific KPIs
  • Maintain a strong and healthy relationship with the exec team; openly communicating and collaborating on key business initiatives and operational metrics
  • Recruit/develop key staff members
  • Fully understand the business drivers for Clout. Assess customers’ needs and desires while consistently evaluating market trends 
  • Work with the executive team on segmentation, value differentiation, product road maps, revenue streams, resource allocation and KPI alignment 
  • Drive healthy revenue growth and profitability via net new customer acquisition and upsell of new add-on features with existing accounts

WHO YOU ARE: 

  • 10+ years of successful sales leadership experience with a technology and/or financial services company
  • Proven track record as a CRO, COO, GM or Enterprise Sales leadership of a B2B or B2B2C
  • Significant go-to-market leadership experience including prior hands-on selling experience
  • Deep Industry knowledge of the Asset and/or Wealth Manager sector a MUST, Martech/CRM/CX experience is very much preferred but not required
  • Ability to attract and retain high caliber talent by communicating strategic vision of the company
  • Superb leadership skills, including prior experience managing teams of 10+
  • Customer-focused: Loves spending time with customers, and ideally has customer references
  • A local presence in NYC or Boulder/Denver CO is required

COMPENSATION AND BENEFITS PACKAGE:

For Colorado Applicants: The expected starting salary range for this position in Colorado is between $150,000 - $180,000 with an OTE of $200,000 - $250,000. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. The position is also eligible for incentive compensation as well as client acquisition bonus programs.  

TIFIN offers a competitive benefits package that includes:

  • Performance linked variable compensation, including equity
  • Medical, dental, vision, life and disability insurance
  • 401(k) Retirement Plan
  • Flexible Spending & Health Savings Account
  • Open PTO policy and Company-paid holidays
  • Remote work flexibility and other company benefits

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

 

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