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!
As a key member of the sales team, our Account Executives focus on the most critical parts of our business - our potential and current clients, independent financial advisors. As an account executive, you will be a trusted consultant and advisor by understanding their current business pains and opportunities and showing them how Vise can help their firm to acquire new clients, retain existing clients, and make their business more efficient. Once a customer, you’ll partner with our relationship managers and customer support team, driving upsells and expansion into their book of business.
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 December 31,2021. We will monitor Covid-19 trends to ensure the safety of our employees.
What you will own
Establish strategy for identifying and closing net new sales opportunities
Full-cycle sale from qualification through close & onboarding
Leverage solution selling, value framework, and sales methodologies like MEDDPICC to execute on deal strategies
Work with marketing to implement territory plans
Manage sales activities and forecasting through Salesforce
Build prospecting and nurture strategies for your territory
Working cross functionally internally and externally to execute on evaluation requirements, contract negotiations, and launch requirements
What you will bring on Day 1
4+ years of consistent sales experience in a SaaS environment
2+ years of selling complex deals with multiple decision makers and involving the C-suite, deal sizes north of $500k and cycle times of 3-6 months
Experience with solution selling, MEDDPICC, and process driven sales environments
Strong prospecting and pipeline generation experience
Outstanding communication, problem solving, time management and organizational skills
Strong work ethic with a direct, self-assured and company-first mentality
Experience in fast paced scrappy startup environments
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.