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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in enterprise sales, particularly in managing complex SaaS deals and building relationships with senior leadership in wealth management. Proven ability to deliver on ARR targets while navigating procurement, compliance, and legal processes.
Highest-signal resume keywords
5+ Years Selling Complex SaaS DealsTrack Record of Closing $500K to $1M ARR DealsStrong Command of Enterprise Sales FrameworksPipeline Generation and Deal ManagementExperience Selling into Wealth Management Firms
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Enterprise SalesSaaS SalesDeal ManagementROI ArticulationBusiness Case DevelopmentCompliance NavigationProcurement ProcessesSales Quota AchievementAI Concepts SimplificationMulti-Year Enterprise Agreements
Soft Skills
Excellent CommunicationCross-Functional CollaborationAdaptabilityAutonomyComfort with Ambiguity
Industry Keywords
RIAsWealth ManagementFinancial ServicesData PrivacyEnterprise Information SecuritySeed Stage StartupsSeries A Stage StartupsHigh Growth EnvironmentsGTM StrategiesCustomer Onboarding
About the role
Key responsibilities & impact- Own a new logo and expansion quota across top RIAs and private wealth management firms
- Build senior leadership and C-suite relationships, map complex organizations, and develop multi threaded deal strategies
- Conduct deep discovery, articulate clear ROI, and run pilots tied to measurable outcomes
- Build executive ready business cases and guide firms through procurement, due diligence, security, compliance, and legal review
- Manage deals end to end from prospecting and qualification through multi year enterprise agreements
- Collaborate with Post Sales to drive successful customer onboarding, renewals, and upsells
- Provide structured feedback to product and GTM teams to influence roadmap and positioning
- Consistently deliver ARR targets while maintaining a high quality, well managed pipeline
- Partner directly with the CEO and founding team, and work closely with product
- Help shape Nevis' go to market motion and become the default AI platform for wealth management
Requirements
What you’ll need- 5+ years selling and closing complex SaaS deals, ideally in enterprise or regulated industries
- Track record of closing $500k to $1M ARR deals and hitting quota in high growth environments
- Strong command of enterprise sales frameworks such as MEDDPICC or Command of the Message
- Ability to simplify advanced AI concepts and communicate clear ROI to executives
- Strong pipeline generation and disciplined deal management
- Startup mindset: autonomous, adaptable, fast moving, and hungry to win
- Excellent communication and ability to work cross functionally with product and engineering
- Comfortable with ambiguity and excited to build the early sales foundation of a company
- Experience selling into RIAs, wealth management firms, custodians, or broader financial services is nice to have
- Familiarity with AI or ML, data privacy, or enterprise information security is nice to have
- Prior experience in Seed or Series A stage startups is nice to have
- Ability to work in the United States
- Right to work in the location applied for
Benefits
Comp & perks- Work directly with a high calibre founding team backed by Sequoia, ICONIQ and Ribbit
- Real ownership and responsibility
- Opportunity to define the future of wealth management and your own career trajectory