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Full-Time

Head of Sales

Posted on 6/27/2024

Origin

Origin

51-200 employees

Comprehensive financial management platform for individuals

Data & Analytics
Fintech
Financial Services

Expert

Remote in USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Agile
Sales
Communications
Marketing
Requirements
  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Minimum of 10 years of Sales experience in the B2B SaaS space, with at least 5 years in a leadership role.
  • Proven track record of achieving and exceeding sales targets, ideally within fintech or benefits solutions selling into HR/CHRO.
  • Exceptional negotiation, strategic planning, and relationship management skills.
  • Strong analytical skills, with the ability to translate complex data into actionable strategies.
  • Exceptional leadership qualities, capable of motivating and guiding a sales team towards achieving ambitious goals.
  • Excellent communication and interpersonal skills, with a knack for building relationships with a diverse range of stakeholders.
  • Deep understanding of sales processes and dynamics. A focus on fintech and benefits markets a plus.
  • Agile and adaptable, with a proven ability to thrive in a fast-paced and evolving business environment.
  • Proven ability to work cross-functionally, leading and influencing teams without formal authority.
Responsibilities
  • Develop and implement a sales strategy to drive growth and market expansion.
  • Work closely with partners to execute our voluntary benefits playbook, potentially including its development, to leverage the B2B2C partnerships channel, a significant revenue source.
  • Build and lead a high-performing sales team to exceed sales targets.
  • Optimize sales operations for efficiency and scalability.
  • Identify and penetrate new markets or segments to increase revenue.
  • Enhance customer acquisition and retention strategies.
  • Facilitate cross-functional collaboration to ensure cohesive go-to-market strategies.
  • Increase sales efficiency from Sales Development Representatives.
  • Train AEs and SDRs to perform outbound sales activities.
  • Deliver monthly forecast reports with 100% accuracy.
  • Design and roll out sales training to all client-facing employees.

Origin is a financial management platform that helps individuals manage their personal finances through a subscription service. It offers features like net worth tracking, budgeting recommendations, and real-time guidance from an AI-powered planner and Certified Financial Planners. Origin differentiates itself by providing a comprehensive suite of financial tools in one place, including automated investing with no advisory fees. The company's goal is to simplify personal finance and make financial management accessible and affordable for everyone.

Company Stage

Series B

Total Funding

$122.3M

Headquarters

San Francisco, California

Founded

2018

Growth & Insights
Headcount

6 month growth

1%

1 year growth

-7%

2 year growth

14%
Simplify Jobs

Simplify's Take

What believers are saying

  • Origin's partnerships with companies like The Hartford and Sequoia enhance its credibility and expand its user base.
  • The recent $56M Series B funding round, valuing the company at $400M, indicates strong investor confidence and financial stability.
  • The integration of MyAdvocate and Finny into Origin's platform broadens its service offerings, making it more attractive to users seeking comprehensive financial management.

What critics are saying

  • The crowded fintech market makes it challenging for Origin to stand out and attract new users.
  • The integration of acquired companies like MyAdvocate and Finny could face operational challenges, potentially affecting service quality.

What makes Origin unique

  • Origin offers a comprehensive financial management platform that combines AI-powered tools with human expertise, unlike many competitors who focus on one or the other.
  • The acquisition of MyAdvocate and Finny allows Origin to provide estate planning and financial education, making it a one-stop-shop for financial wellness.
  • Origin's subscription-based model at $12.99 per month is competitively priced, offering a wide range of services that would otherwise require multiple platforms.
INACTIVE