Vise is an investment management platform built for financial advisors. Founded in 2016, Vise gives advisors the tools and technology they need to grow their business and help clients achieve their goals. By empowering advisors, Vise advances its mission of creating financial freedom for everyone. Vise is backed by Sequoia Capital, Founders Fund, Bond Capital and Ribbit Capital, and recently completed a Series C funding round.  Come join us!

Vise is looking for a Head of Sales Operations to partner with our Chief Sales Officer on Go-To-Market as we enter scale mode.  As the team’s first Sales Operations leader, you’ll be the central point of strategy and organization for a growing sales team in a fast-paced business. Reporting directly to our Chief Sales Officer, you’ll collaborate closely with leadership across the organization to help define the team’s trajectory and orientation, with ownership of all aspects of sales operations, including data analysis and reporting, as well as process improvement and efficiency.

Our office is located in One World Trade in NYC. Our office is open at limited capacity with strict contact tracing and protocols for anyone who chooses to go in. We will continue to be remote-optional until September 30, 2021. We will monitor Covid-19 trends to ensure the safety of our employees.

What you will own

  • Drive continuous improvement to our Go-to-Market through targeted projects
  • Partner with Sales Leadership to define & quantify quarterly team objectives & performance metrics
  • Provide strategic advice to senior leadership on go-to-market planning, competitive analysis, deal flow bottlenecks, organizational structure, etc 
  • Lead execution of large-scale cross-functional projects that directly impact new business, retention, and customer satisfaction
  • Manage the sales forecast: build processes to collect inputs, analyze and improve accuracy, and identify areas for improvement 
  • Manage the incentive compensation process including plan preparation, goal settings, regular updates on sales performance KPIs, payouts and reporting
  • Develop processes, policies and best-in-class systems for scalable growth
  • Own dashboard reporting for use at the leadership and board meetings
  • Improve efficiency for the sales organization by establishing processes and procedures to ensure effective and scalable sales processes
  • Partner with the Sales, Marketing, Client Service and Finance teams to identify new sales strategies and other opportunities to continuously improve the sales organization’s impact and effectiveness

What you will bring on Day 1

  • Minimum 5-7 years of experience in sales operations, with at least 1-3 years of experience building and scaling teams
  • You are excited about rolling up your sleeves and getting stuff done in an unstructured environment of a hyper-growth technology startup 
  • Experienced with customer acquisition, growth strategies, and sales operations
  • Entrepreneurial and a “growth hacker” mentality
  • Highly Innovative problem solver: possessing strong interpersonal, multi-tasking, organizational, and project planning skills, and demonstrating ability to meet ambitious deadlines
  • Naturally curious and proactive in learning
  • Background in management consulting or banking AND in technology startups (ideally working closely with the Sales, Customer Success, or Marketing teams) 
  • BA/BS with a major in Finance, Economics, Business or other quantitative focus

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

Apply for this Job

* Required
  
  


U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Vise are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.


Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.