Cro – Sage

Confirmed live in the last 24 hours



51-200 employees

AI and data-driven wealth enhancement platform

AI & Machine Learning
Data & Analytics
Financial Services


Charlotte, NC, USA + 2 more

Required Skills
Cold Calling
  • 15+ years of successful solution sales experience within the wealth management space
  • Proven ability to orchestrate complex solution sales cycles in Fortune 50 companies
  • Experience 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 annual 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 Salesforce CRM a plus
  • Develop, strategize, negotiate, and close business
  • Capitalize on fintech industry knowledge and existing customer contacts to uncover future business opportunities
  • Uncover needs and develop relationships with multiple stakeholders within the identified target accounts and customer segments
  • Make sales calls – both cold and warm; generate qualified sales meetings with financial services C-level executives
  • Understand customer priorities and position the TIFIN Wealth solutions to meet those needs
  • Build account plans and strategies for each target account
  • 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
  • Incorporate thorough understanding of fintech industry trends and issues into sales presentations
  • Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages
  • Ability to be onsite 4 days a week in Boulder, CO or New York, NY

TIFIN is an AI and innovation platform that leverages data science and technology to enhance wealth outcomes, offering a suite of companies addressing challenges in wealth and asset management, including Magnifi, TIFIN Wealth, TIFIN AMP, TIFIN Give, Paralel, Sage, Helix, TIFIN@Work, and TIFIN India.

Company Stage

Series D

Total Funding



Boulder, Colorado



Growth & Insights

6 month growth


1 year growth


2 year growth



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