Founded by former Google engineers, Zeplyn offers an AI-native SaaS for Wealth Management that leverages AI agents to streamline the nuanced advisory workflows of RIAs, Broker Dealers, and Private Wealth Banks. At Zeplyn, we're empowering financial advisors to operate with unprecedented efficiency and deliver superior client experiences. Join us and be part of a team that's redefining industry standards.
Job Overview
We are seeking a high achiever, seasoned Account Executive, with at least 5-7 years of experience in selling enterprise software. Prior experience selling into the Wealth Management market will be a big plus. This is a demanding role and we are looking for individuals who can thrive in a fast-paced startup environment. You will be instrumental in achieving our ambitious customer acquisition and revenue growth objectives, focusing on significant enterprise deals.
This position demands a highly proactive and independent approach. You'll be expected to build and manage a robust pipeline from the ground up, qualify prospects, and navigate intricate sales cycles to close high-value deals. Your success will directly fuel Zeplyn's expansion and market penetration. This role offers a clear, accelerated path to leadership, including the potential to become our Head of Sales.
Responsibilities
- Source new sales opportunities through inbound lead follow-up, outbound calls/emails and leveraging your existing network
- Demonstrate knowledge of Zeplyn and its value proposition to converse with prospect RIAs, Broker Dealers, and Private Wealth Banks
- Develop opportunities by researching and identifying potential accounts, identify key players and generate interest
- Attend industry events such as conferences, trade shows, and partner meetings as a representative of Zeplyn
- Understand prospect needs and requirements and translate to how Zeplyn solutions solve their objectives
- Educate and nurture early-phase prospects for potential future opportunities
- Assess competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities
- Record, analyze and report on your weekly activities to identify potential optimizations
- Timely and accurate forecasting of pipeline
- Close sales and achieve assigned quotas
- Maintain and expand your database of prospects within your assigned territory
- Maintain and improve quality results by following standards and recommending improved policies and procedures
Requirements
- An entrepreneurial spirit and passion for what you do
- 5-7 years of previous experience in Account Executive positions selling software with a track record of over-achieving quota and closing 6+ figure deals
- Strong plus: Experience selling into RIAs, Broker Dealers, and Private Wealth Banks with an existing network to leverage as prospects. Preferable with prior emphasis on the larger firms in these markets.
- Proficient in outbound pipeline creation, prospect research, conducting sales pitches, demos, handling tech questions, and/or general business development
- Strong phone presence and experience performing outbound calling
- Strong listening, verbal, written communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively
- Proficient with corporate productivity, web presentation tools and CRM solutions
- Be enthusiastic, competitive, disciplined, self-motivated, hands-on with a strong work ethic
- Strong analytical and organizational skills with the ability to handle pressure and a high volume of tasks in a result-oriented environment
- BA/BS University degree with a concentration in marketing, promotions, advertising sales, or business administration
- Authorization to work lawfully in the United States. Note: If hired, a Form I-9, Employment Eligibility Verification, must be completed at the start of employment.
Benefits
- Competitive salary: Base, Commission and Stock Options
- Vacation & Paid Time-Off
- Medical / Dental Insurance
- 401k
If you're interested in applying, please send an email with your resume to hr@zeplyn.ai