Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.
A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
Wealth.com is seeking a Vice President of Sales Operations who will be responsible for overseeing all aspects of our sales operations to ensure efficiency, effectiveness, and alignment with company goals. You will play a critical role in driving revenue growth, optimizing sales processes, and enhancing the overall performance of our sales team.
Requirements:
- Annual Sales Planning: Collaborate with senior leadership to develop and implement territory plans, booking targets, and sales plans that align with company objectives and drive revenue growth.
- Sales Forecasting and Reporting: Develop and maintain accurate sales forecasts, provide insightful analysis, and generate regular reports to track performance against targets. Lead planning and facilitation of various GTM meetings, including annual Sales Kickoff, Quarterly Business Reviews, regular Pipeline Reviews, and Sales’ preparations for the annual Customer Conference.
- Sales Performance Management: Establish and monitor key performance indicators (KPIs) for the sales team, providing coaching and support to drive continuous improvement.
- Commission Plan Management: Design, implement, and manage commission plans to incentivize sales team performance and drive results. Ensure alignment with company objectives and fairness across the sales organization.
- Cross-Functional Collaboration: Foster collaboration and alignment between Sales, Marketing, Finance, and other departments to ensure a seamless customer experience and maximize revenue opportunities.
- Leadership of Sales Forums: Lead planning and facilitation of various GTM meetings, including annual Sales Kickoff, Quarterly Business Reviews, regular Pipeline Reviews, and Sales’ preparations for the annual Customer Conference.
- Technology Enablement: Administer sales technology tools and related procedures to support sales operations and enhance productivity. Manage Salesforce CRM data and functional enhancements to inform and track customer engagement, sales pipelines, and sales performance data.
- Talent Development: Recruit, train and develop high-performing sales operations function, providing leadership, guidance, and mentorship.
- Budget management: Set and meet budgetary targets; oversee annual planning.
- Support head of sales with ad hoc projects according to company needs.
Qualifications:
- Bachelor's degree in Business Administration, Sales, Marketing, or a related field; MBA or equivalent preferred.
- 8-10 years of experience in sales operations in a similar Enterprise Software company, wealth/tech experience preferred, with a proven track record of success in driving revenue growth and operational excellence.
- Strong leadership skills with the ability to inspire and motivate a team, fostering a culture of collaboration, accountability, and continuous improvement.
- Excellent analytical and problem-solving abilities, with a data-driven approach to decision-making and a focus on results.
- Demonstrated proficiency in sales process optimization, sales forecasting, and performance management.
- Experience with Salesforce and other sales technology tools.
- Strategic mindset with the ability to think creatively, anticipate future trends, and develop innovative solutions.
- Excellent communication and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels of the organization.
- Proven ability to thrive in a fast-paced, dynamic and highly matrixed environment, managing multiple priorities and driving initiatives to successful completion.
Why you'll love working for wealth.com
- Competitive Salary.
- Fully remote, flexible work environment. We do however meet together in person several times a year.
- Full medical and dental benefits.
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
- Paid Parental Leave.
- Company equity managed through Carta.
- 401k with Match and 100% vesting upon hire.
- Free estate planning!
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
