Vanilla

Account Executive

• Grow Vanilla's footprint with the largest wealth management firms in the U.S.
• Own a portfolio of existing enterprise customers and new-logo targets, with responsibility for new business, expansion, and renewals
• Build and execute account plans mapping each firm's structure, decision-makers, and buying process
• Lead complex evaluations across executive, advisor, technology, compliance, InfoSec, vendor-risk, and AI governance stakeholders
• Build advocacy with advisors and planning teams alongside executive sponsorship
• Win competitive evaluations by articulating Vanilla's differentiation for complex high-net-worth and ultra-high-net-worth planning
• Structure enterprise agreements, including enterprise license agreements and usage-based models
• Partner with customer success and executive sponsors on business reviews, ROI checkpoints, and renewal strategy
• Bring customer and market feedback to product and close the loop with customers
• Maintain accurate pipeline, forecast, and account activity in Salesforce
• Contribute to enterprise go-to-market strategy, messaging, and playbooks
• Collaborate with customer success, product, and Vanilla executive sponsors on strategic accounts

Enterprise Account Executive