Sales Director

About Us

Well-known financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for fee-for-service financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, Advice Pay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, Advice Pay continues to grow and adapt with new features and partnerships, enhancing the platform's capabilities. Driven by our belief in the fee-for-service model, our mission remains clear: to empower advisors and firms in offering fee-for-service financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients.

As the industry evolves, we're dedicated to staying ahead of the curve, ensuring that Advice Pay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of America's Fastest-Growing Private Companies for 3 years in a row, as well as being recognized as a 2022 Wealth Tech 100 company, which places us among the top 100 innovative Fin Tech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and "Get Sh
* t Done" culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

The Sales Director plays a pivotal role in driving revenue growth across multiple SaaS product lines, currently Advice Pay and Advisor

BOB. This role blends strategic leadership with direct selling, ensuring the sales team consistently achieves and exceeds revenue goals.

As a player-coach, you’ll oversee multi-product pipeline performance, mentor and develop Account Executives, and personally lead and close key Mid-Market and Enterprise deals. Reporting to the Head of Sales & Marketing, you’ll serve as the bridge between leadership and the front line, translating vision into execution and fostering alignment across sales teams.

This is an exciting opportunity to join a fast-growing, mission-driven SaaS company driving innovation across two complementary product lines that are transforming how financial firms operate. If you’re passionate about building high-performing teams and love rolling up your sleeves to close deals, this is the role for you.

• Oversee day-to-day sales execution for multiple SaaS product lines (Advice Pay and Advisor
  
  BOB).
• Translate strategic objectives into actionable sales goals, plans, and daily activities for the team.
• Maintain visibility into pipeline health, forecast accuracy, and team performance across product lines.
• Partner closely with the Head of Sales & Marketing to ensure alignment between execution and strategic direction.
• Design, implement, and oversee ongoing sales training programs focused on mastering our products and becoming stronger SaaS sales professionals.

• Personally lead and close select Mid-Market and Enterprise sales opportunities.
• Negotiate high-complexity sales cycles (ex: RFPs, multi-stakeholder, legal/security review, etc.) to drive favorable outcomes.
• Stay up-to-date on financial services and the fintech landscape. Leverage market knowledge, competitive dynamics, and buyer behavior to inform positioning, guide prospects, and close deals.
• Represent both products at key conferences, leading booth engagement and networking opportunities.

• Manage the full team member lifecycle for direct reports (Account Executives today): hiring, onboarding, performance management, coaching and correction, and career development.
• Lead, manage, and hold team members accountable to clear expectations, using EOS tools (L10 meetings,…