Sales Executive, Zephyr - Wealth Management Software

Overview

Employer Industry: Financial Technology

• Serve as a domain expert, articulating the value of the Zephyr Platform and related tools to financial professionals
• Develop and expand the sales pipeline through proactive outreach and leveraging industry contacts
• Adhere to structured sales processes and maintain detailed records in Salesforce
• Create and implement strategic sales plans targeting senior executive decision-makers
• Collaborate with Product Management and other teams to deliver tailored financial solutions

• Minimum of 4 years of experience in sales with a proven track record of achieving sales goals
• Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions
• Demonstrated expertise in selling financial technology solutions to diverse client bases
• Proven ability to design and execute strategic sales plans targeting senior executives
• Proficiency in Microsoft Office Suite and CRM systems such as Salesforce

• Advanced degree preferred
• Experience working both collaboratively in teams and independently with minimal supervision

Salary: up to $100,000 base + additional commission of $60,000

Flexible remote work options, including the ability to work from home or remotely for up to four weeks a year

Supportive and collaborative work environment with a strong community culture

Generous benefits package including 15-25 days PTO, health, vision, and dental insurance, and a 401k match