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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 cycles for embedded technology solutions, with a strong focus on value-based selling and the ability to engage multiple stakeholders effectively. Proven track record in self-generating pipeline and closing subscription-based recurring revenue relationships in a fast-paced environment.
Highest-signal resume keywords
SaaS Solution SellingValue-Based SellingPipeline GenerationFintech/Wealth Management ExperienceStrong Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ProfilingPortfolio Risk ScoringAPI IntegrationsContract StructuringSales Quota Achievement
Soft Skills
Relentless Work EthicResults DrivenProactive AccountabilityStrong Business AptitudeMotivated and Ambitious
Tools & Technologies
SFDC
Industry Keywords
Embedded TechnologyRisk EngineCompliance DocumentationSubscription-Based RevenueTop-of-Funnel Activities
Tech Stack
Tools & technologiesSFDC
About the role
Key responsibilities & impact- Lead enterprise sales cycles for an embedded technology solution
- Engage executive, product, operations, compliance, and technology stakeholders by phone, email, and video
- Guide multi-stakeholder buying committees from first conversation to signed agreement
- Build trusted relationships and demonstrate how Risk Engine supports prospects’ business objectives and client experience goals
- Deliver demos and technical walkthroughs covering risk tolerance assessment, portfolio risk scoring, risk-to-portfolio alignment, and scalable risk conversations
- Partner with Solutions Engineering, Product, and Integration teams
- Scope API and white-label integrations and translate technical capabilities into business value
- Identify and help solve customer challenges involving risk profiling, suitability, compliance documentation, portfolio alignment, technology stacks, and engagement
- Build an enterprise pipeline, with 70% self-generated through outbound prospecting, industry events, partnerships, and referrals
- Qualify opportunities and convert them into subscription-based recurring revenue relationships
- Structure pricing and contractual terms and close new business at or above quota
- Maintain SFDC for accurate pipeline and forecast data
- Meet or exceed departmental sales quota goals
Requirements
What you’ll need- Minimum of 5 years SaaS solution selling experience in a closing role
- Adept at value-based selling
- Experience selling at the $150k+ ARR price point
- History of self-generating pipeline through top-of-funnel activities
- Strong ability to learn new technology and ramp quickly
- Relentless work ethic and strong commitment to exceeding goals/quota
- Strong business aptitude with proven success of net new logo sales in a fast paced environment
- Self-starter, results driven, motivated and ambitious drive with a “can do” attitude
- Strong written, verbal and presentation skills
- Ability to work well in a high-energy, fast paced and constantly changing environment
- Proactive work ethic and accountability
- Fintech/Wealth Management experience preferred
Benefits
Comp & perks- 4% 401(k) Match
- Free Financial Planning Services
- Medical, Dental & Vision insurance plans
- Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA)
- Generous maternity & paternity leave
- Discounted pet insurance
- 3 weeks vacation & 1 week sick time per year
- 11 paid company holidays per year
- Remote & in-person team building activities
- Company wide meetings held by our CEO
- Leadership training, mentorship, and industry resources