Simplify Logo

Full-Time

VP of Enterprise Sales

Bank Channel, Tifin AG

Posted on 10/22/2024

TIFIN

TIFIN

51-200 employees

AI-driven personalized wealth management solutions

Fintech
AI & Machine Learning
Financial Services

Compensation Overview

$100k - $125kAnnually

+ Incentive Compensation + Equity

Senior

Charlotte, NC, USA + 1 more

More locations: New York, NY, USA

Hybrid position requiring 3 days in office in New York, NY or Charlotte, NC.

Category
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Cold Calling
Requirements
  • 5-10+ years of successful sales experience focused in bank channels, preferably in enterprise software environment
  • Experience or comfort working in a start-up and/or small, fast-paced environments with little structure
  • Demonstrated ability to understand sales barriers and overcome objections to close business
  • Demonstrated success in being a “hunter,” with the ability to open doors and deliver on quota
  • Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting
  • Bachelor’s degree or commensurate experience required
  • Financial services, fintech and/or technical industry experience strongly preferred
  • Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal/external stakeholders.
  • Expert written and verbal communication skills
  • Experience with HubSpot CRM is a plus
Responsibilities
  • Lead the entire sales process from identifying prospects, progressing through the pipeline and closing deals to generate net new annual recurring revenue (ARR)
  • Capitalize on fintech industry knowledge and existing banking channel customer contacts to uncover future business opportunities
  • Uncover needs and develop relationships with multiple stakeholders across identified target bank wealth management prospects
  • Understand customer priorities and position the TIFIN AG solutions to meet those needs
  • Develop, strategize, negotiate and close business. Instill customer confidence and trust in the company, leading to long term business relationships
  • Effectively advise and influence customers through consultative selling and value selling techniques
  • Apply presentation, consultative selling, and storytelling skills to deliver sales presentations at senior/executive levels
  • Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages. Build account plans and strategies for each target account

TIFIN enhances wealth management by using artificial intelligence to provide personalized solutions for various clients, including individual investors, financial advisors, and asset managers. Its platforms are designed to improve wealth outcomes by eliminating frictions and creating engaging user experiences. TIFIN stands out from competitors by focusing on personalization and intelligent management of wealth, which is increasingly important in the evolving financial services sector. The company's goal is to create a seamless ecosystem of AI-driven wealth management solutions that cater to the needs of its clients, ensuring they receive tailored advice and effective product distribution.

Company Stage

Series D

Total Funding

$223.3M

Headquarters

Boulder, Colorado

Founded

2018

Growth & Insights
Headcount

6 month growth

8%

1 year growth

-3%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • TIFIN's international expansion, particularly into the underpenetrated Indian market, offers significant growth potential.
  • The addition of experienced executives from industry leaders like LPL Financial and BlackRock strengthens TIFIN's leadership team and strategic direction.
  • Strategic investments, such as the $10 million from SEI, provide financial stability and resources for further innovation and expansion.

What critics are saying

  • The competitive landscape in AI-driven wealth management is intense, requiring continuous innovation to maintain a competitive edge.
  • Rapid international expansion, like the launch of TIFIN India, may strain resources and operational capabilities.

What makes TIFIN unique

  • TIFIN leverages AI to offer personalized wealth management solutions, setting it apart from traditional financial services firms.
  • The company's dual focus on direct-to-consumer and business-to-business AI applications allows it to serve a broad range of clients, from individual investors to large asset managers.
  • TIFIN's ecosystem of capabilities and strategic partnerships, such as with the DSP Group in India, enhances its ability to deliver comprehensive and innovative financial solutions.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Performance linked variable compensation, including equity

Medical, dental, vision, insurance

Open PTO and Company-paid holidays

Remote work flexibility

Corporate Social Responsibilty opportunities

Fully stocked office kitchens

Company sponsored events