AVP, Product Sales

Overview

BetaNXT is a leading provider of frictionless wealth management infrastructure, real‑time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve.

• Define named‑account coverage, ideal customer profiles, and quarterly activity and revenue targets.
• Generate new opportunities through multi‑channel outbound activity (email, phone, social, events).
• Qualify and convert leads from Business Development and Marketing into sales‑qualified opportunities.
• Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency.
• Build value‑based business cases quantifying benefits such as e‑delivery adoption, print and postage savings, and cost‑to‑serve reduction.
• Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution.
• Maintain accurate pipeline and forecasting data within Salesforce.
• Operate within a team‑selling model, collaborating with Enterprise Sales, Product Management, Solutions Engineering, and Client Communications Operations.
• Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value.
• Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross‑sell opportunities.

• 3+ years of B2B solution sales experience within the financial services, wealth management, or fintech space.
• Proven ability to contribute to sales results through client engagement and opportunity development.
• Excellent relationship management and communication skills with the ability to build trust with clients.
• Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders.
• Proficiency in Salesforce and comfort managing a structured, metrics‑driven sales process.
• Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus.
• Bachelor’s degree or equivalent professional experience required.

We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum base salary of $80,000.