VP – Workplace Solution Sales
Updated on 9/20/2023

201-500 employees

Digital 401(k) recordkeeping platform
Remote in USA
Experience Level
Desired Skills
Human Resources Information System (HRIS)
Sales & Account Management
  • Excellent communication skills across internal stakeholders and demanding external partner groups
  • B2B sales experience in the SMB, middle-market, and enterprise segments
  • Enterprise or channel partnership experience, preferably in FinServ, FinTech, or HRtech
  • Strong experience leading complex deals and a multi-channel sales pipeline
  • Prefer (but not require) experience overseeing B2B account executives
  • A deep network in wellness, wealth management, retirement, and payroll/benefits
  • Exceptional written and verbal communication skills
  • Familiarity and overall comfort using various software platforms (i.e MS Office and CRM databases)
  • Hyper-effective organizational skills with the ability to handle multiple projects simultaneously
  • Strong customer and commercial-focused philosophy
  • Ability to work within a team to achieve common goals
  • Ability to work with a sense of urgency
  • A highly motivated, self-starter who thrives on going fast and who can iterate rapidly
  • Articulate, concise, eloquent communication skills to be the voice outwardly and inwardly
  • Ability to work effectively and professionally with a wide range of personalities, roles, and teams
  • Strong work ethic with the ability to work both independently and on a team
  • Drive sales and go-to-market efforts for workplace savings programs related to student loan repayment, college savings programs, emergency savings, and other auxiliary benefits
  • Partner with enterprises across a variety of channels: financial institutions, advisory firms (broker/dealers, RIAs), HRIS/payroll, benefits, among others
  • Develop a sales pipeline and sell deals into workplaces, ranging from SMB segment to Fortune 1000 segment
  • Train existing sales and relationship teams to cross-sell workplace solutions to existing partners/clients
  • Responsible for achieving sales goals for the workplace solution product set
  • Grow and oversee a high-performing team of account executives
  • Partner cross-functionally to develop a winning go-to-market