CRO, Sage

WHO WE ARE:

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES: Go with your GUT

Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.

Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.

I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

WHAT YOU'LL BE DOING:

A division of TIFIN, Sage is a generative AI investment assistant that acts as a personalized CIO (Chief Investment Officer), providing advisors with actionable, personalized investment advice for their clients. Sage offers an AI-powered intelligence engine and natural language assistant that organizes client account data and utilizes advisor inputs to provide actionable answers based on natural language prompts. Financial advisors and wealth enterprises can plug this interface into their existing technology stacks and workstations and receive conversational responses that enable wealth managers to approach client communication, investment questions, and provide actionable insights quickly and with confidence. This product is developed in partnership with a premier private bank as a day-one client.

This CRO position will be the first full-cycle enterprise sales role responsible for shaping go-to-market strategy as well as identifying enterprise prospective customers, driving the process, and closing new business. We are looking for an experienced Enterprise Account Executive who has experience selling to large wealth management firms, including Broker Dealers and RIA Aggregators. This is a high-impact, high-visibility role reporting directly to and closely with the CEO. The ideal candidate will build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close. This is a true greenfield opportunity; the clients want and need our proven solution. We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives.

THE ROLE:

Develop, strategize, negotiate, and close business. Instill customer confidence and trust in the company, leading to long-term business relationships.

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

WHO YOU ARE:

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.

The position requires approximately 30 – 40% travel.

COMPENSATION AND BENEFITS PACKAGE:

The expected starting salary range for this position is between $150,000 - $200,000. The position is also eligible for incentive compensation, OTE is 100%+. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.

TIFIN offers a competitive benefits package that includes:

Performance linked variable compensation, including equity

Medical, dental, vision, life and disability insurance

Flexible Spending Account (FSA) and Health Savings Account (HSA)

401(k) Retirement Plan

Flexible PTO policy and Company-paid holidays

Parental Leave: 12 week paid maternity, 4 week paid paternity leave

Corporate Social Responsibility and volunteering opportunities

Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars

Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!

The ability to make a real impact in an incredibly fast-growing organization

A note on location. While we have team centers in New York City, San Francisco, Charlotte, and Mumbai, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.