Business Development Representative

About Us

Estate planning is vital for anyone who wants to ensure their loved ones are cared for when they’re gone. But traditional estate planning is broken. It’s confusing, expensive, and tedious, and it’s often done without regard to a person’s financial plan. Vanilla is here to change all that. We are reinventing estate planning for financial advisors, attorneys, and their clients. We’re transforming it into an ongoing conversation, where dense legal documents are brought to life through easy-to-understand visualizations, and considered  in concert with clients’ financial plans and evolving life milestones and goals.

Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.

Job Summary

Vanilla is looking for a Business Development Representative to help us exceed our sales goals. This position will play a fundamental role in achieving our ambitious customer acquisition and revenue growth objectives. BDRs will partner with our full-cycle sales professionals in the generation of new business.

The ideal candidate for the Business Development Representative position at Vanilla will be a highly motivated, results driven, self-starter with an interest in the Fintech industry.

Reporting into the Director of Business Development, you will work closely with marketing and sales to ensure Vanilla is well positioned to meet its pipeline targets.

Please note, this a remote position with the possibility of adjusting to a hybrid position, employee must be based in the New York City metropolitan area. 

Responsibilities 

• Learn and implement outbound sales development strategies within targeted segments of Vanilla’s core market. 

• Responsible for meeting quarterly goals including sales pipeline targets and outbound outreach goals.

• Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.

• Create account-based marketing campaigns in conjunction with the Marketing team. Track campaign success and adapt new strategies as needed.

• Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations.

• Provide input for new marketing collateral that enables the sales development process, including presentation decks, factsheets, client case studies and more.

• Utilize Salesforce to track pipeline progress and work with other BDRs to properly reflect all important updates to prospect accounts using Reports and Dashboards, which are leveraged by Vanilla’s leadership team.

Qualifications

• 2+ years of sales or business development experience with a track record of exceeding targets.

• Desire to have a long term career in a customer facing role. 

• Ability to form relationships with colleagues, prospects, and customers through strong interpersonal skills.

• Financial Services or Software industry (SaaS) sales experience preferred.

• Working experience of the Wealth Management space is preferred.

• Knowledge of Salesforce strongly preferred but not required.

• Driven and results oriented. 

• A self-starter who thrives in a startup and fast paced environment.

Benefits

• Flexible paid time off policy and 12 company-wide paid holidays 

• Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

• Medical, dental, and vision benefits coverage for employees and their families 

• 401K and employer match eligibility after one month of employment

• Budget for learning & development, health & wellness, and home office setup 

• Paid parking or transit for hybrid and in office employees 

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.