Director of Sales

About The Firm

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.

Its accolades include Nerdwallet’s 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar’s Fintech Startup of the Year 2019, ThinkAdvisor Luminaries’ 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

Location: NYC (Work 5 days a week in a Midtown office).

Reports to: CEO.

Level: Director of Sales

About The Role

We are hiring a Director of Sales based in our New York City office. In this role, you’ll own revenue growth for the B2B business line. Leading the advisor-facing sales and account management teams that expand adoption of the Zoe Platform.

This role requires a strategic, data-driven sales leader who can balance short-term execution with long-term systems building.

You’re excited about this opportunity because you will...

• Drive impact. Set direction and own execution for all Platform sales initiatives, including pipeline management, and forecasting.
• Scale the flywheel. Architect and scale Zoe’s sales organization—building processes, compensation structures, and enablement programs that drive predictable growth.
• Build and coach teams. Recruit, develop, and lead high-performing business-development, and account-management teams.
• Drive adoption and expansion. Partner closely with the Marketing to ensure pipeline creation and lead quality align with revenue targets.
• Create leverage through systems. Implement data-driven frameworks, CRM discipline, and dashboards that turn insights into measurable results.
• Collaborate cross-functionally. Work closely with the CEO, VP of Finance and Head of Bus Ops to align GTM strategy, pricing, and client experience.
• Model leadership. Set the tone for urgency, ownership, and accountability across the revenue org.

We’re Excited About You Because:

• You are a strong player/coach and culture builder. You elevate standards while retaining urgency and ownership.
• You’re a systems thinker who scales revenue through structure, not heroics.
• You’ve built or scaled sales organizations in high-growth, multi-product environments.
• You thrive at the intersection of strategy and execution, driving clarity across complex GTM motions.

Qualifications:

• 7-12 years of experience selling to RIAs or wealth management firms — ideally from fintech, investment management, custody, or digital asset platforms.
• Proven track record of scaling revenues
• Deep experience managing multiple GTM motions
• Analytical, fluent in sales efficiency, and pipeline velocity

Benefits:

• Estimated OTE Range: $280,000 to $375,000 (Base + Bonus + equity), depending on experience, skills, training, certifications, and education.
• Healthcare, Dental & Vision Coverage.
• Commuting & Gym benefits.
• 401(K).
• Opportunity to shape the culture of a fast-growing company as an early team member.
• 19 days PTO.
• Breakfast provided on Tuesdays, Lunch provided on Fridays.

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