Senior Sales Executive

Come be an integral part in our Sales process!

We are seeking a dynamic and motivated Sr Sales Executive to grow their pipeline and assist mentoring one of our sales pods. The SrSE will play a crucial role in driving the growth of our business by assisting their Sales Pod, increasing revenue, achieving their personal and team sales goals to support the overall sales pipeline. The ideal candidate will have a proven track record in delivering a high-volume sales, exceptional communication skills, and a passion for financial technology.

Responsibilities:

• Manage a personal pipeline to achieve individual sales goals.

• Assist mentoring the Sales Pod to achieve and exceed monthly, quarterly and annual revenue goals.

• Develop and implement effective strategies to demonstrate our solution to qualified prospects.

• Collaborate with the marketing and SDR team to align messaging, target markets, and pipeline management.

• Collaborate with cross-functional teams to improve sales processes, data accuracy, and CRM system utilization.

• Stay up-to-date with industry trends, market dynamics, and competitor offerings to inform the sales pod approach and messaging.

• Assist in creating documentation of best practices, scripts, objection handling techniques, and other resources to optimize the sales pods success.

Qualifications:

• Bachelor's degree in Business, Marketing, Finance, or a related field. Advanced degrees or relevant certifications are a plus.

• Strong understanding of financial services, financial planning, and investment products is highly desirable.

• Excellent communication skills, both written and verbal, with the ability to effectively convey complex concepts to different audiences.

• Results-driven mindset with a track record of consistently achieving or exceeding targets.

• Familiarity with CRM systems (e.g., Salesforce) and lead management processes.

• Understanding of Sales Enablement Tools (e.g., SalesLoft, DiscoveryData, RingCentral,   Zoom) and standard Microsoft Suite.

• Strong leadership qualities, including the ability to motivate, inspire, and mentor team members.

• Adaptability and willingness to embrace change in a fast-paced, dynamic environment.

• Proactive problem-solving skills and a collaborative approach to working with cross-functional teams.

Benefits

• Salary + Commission

• OTE $90,000 - $110,000

• Exciting, welcoming, and challenging work environment

• Multiple career path options

• Group medical health insurance – multiple options with generous subsidies

• Vision and Dental group insurance

• 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%

• $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing

• Free onsite gym membership

• Free weekly team breakfast and lunch

• Flexible vacation (no limit)

• Casual dress code

• Pet friendly office

• Fun and social outings, including happy hours and team building events

• Exciting growth opportunities and did we mention yet that we have a lot of fun!

Location, Schedule & Salary

• Schedule: Monday – Friday, 9 am ET – 6 pm ET

• Location: Hybrid with RightCapital's main office in Shelton, CT