Business Development Representative

About Us
Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.
So that’s what we’re doing at Vanilla. We’re not just rebuilding estate planning—we’re redefining it. We’re taking on a complex, highly regulated space that’s full of big problems to solve. We’re moving fast, building something completely new, and there’s as much work as there is opportunity. We’re looking for people who share our belief that everyone deserves to create a meaningful legacy, as well as our excitement to be the ones to help make it happen.
Job Description
Responsible for building out top of the funnel growth of Vanilla’s business. This includes executing on the pipeline generation process in place - including campaign creation, inbound lead handling, and outbound sales development work. This will be an individual contributor role that has the ability to grow into a bigger Business Development or Sales role. Reporting to the Director of Business Development, the team will work in conjunction with marketing and sales to ensure Vanilla is well positioned to meet its revenue targets and grow the business.
Note that this is a remote position, based out of the NYC metro region.
Responsibilities Include

• Learn and implement outbound sales development strategies within targeted segments of Vanilla’s core market.
• Responsible for meeting quarterly goals including sales pipeline targets and outbound outreach goals.
• Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.
• Create account-based marketing campaigns in conjunction with the Marketing team. Track campaign success and adapt new strategies as needed.
• Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations.
• Provide input for new marketing collateral that enables the sales development process, including presentation decks, factsheets, client case studies and more.
• Utilize Salesforce to track pipeline progress and work with other BDRs to properly reflect all important updates to prospect accounts using Reports and Dashboards, which are leveraged by Vanilla’s leadership team.

Qualifications

• 3+ years of sales, Business Development, or wealth management experience required.
• Excellent written and verbal communication skills.
• Ability to form relationships with colleagues, prospects, and customers through strong interpersonal skills.
• Financial Services or Software industry (SaaS) sales experience preferred. Working knowledge of the Wealth Management space is a big plus.
• Knowledge of Salesforce strongly preferred but not required.
• Driven and results oriented.
• A self-starter who thrives in a startup and fast paced environment.

The compensation range for this role is an 80/20 split between base salary and variable compensation, for a total OTE (On-Target-Earnings) of $60,000-$90,000. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. This position is eligible for variable pay via a sales compensation plan. These plans pay according to achievement level against sales targets and/or business objectives.
Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

YN1Zxr08GI