Chief Revenue Officer, TIFIN
Sage
$150-200k
+ Incentive compensation, OTE is 100%+.
4 days a week in office
Financial services platform building first-in-category fintech companies
Open for applications
Financial services platform building first-in-category fintech companies
201-500 employees
Open for applications
$150-200k
+ Incentive compensation, OTE is 100%+.
4 days a week in office
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- 15+ years of successful solution sales experience within the wealth management space
- Proven ability to orchestrate complex solution sales cycles in Fortune 50 companies
- Experience working in a start-up and/or small, fast-paced environments with little structure
- Demonstrated ability to understand sales barriers and overcome objections to close business
- Demonstrated success in being a “hunter,” with the ability to open doors and deliver on annual quota
- Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting
- Bachelor’s degree or commensurate experience required
- Financial services, fintech and/or technical industry experience strongly preferred
- Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal/external stakeholders
- Expert written and verbal communication skills
- Experience with Salesforce CRM a plus
What the job involves
- This Enterprise Sales position is a full-cycle sales role responsible for identifying prospective customers, driving the process, and closing new business
- This is a high-impact, high-visibility role working directly with the Chief Revenue Officer
- The ideal candidate will build a strong pipeline of qualified deal opportunities and execute winning sales strategies to close
- This is a true greenfield opportunity; the clients want and need our proven solution
- We need your drive, your hunter instincts, tenaciousness, and your commitment to our mission to help us achieve our aggressive sales objectives
- Develop, strategize, negotiate, and close business. Instill customer confidence and trust in the company, leading to long-term business relationships
- Capitalize on fintech industry knowledge and existing customer contacts to uncover future business opportunities
- Uncover needs and develop relationships with multiple stakeholders within the identified target accounts and customer segments
- Make sales calls – both cold and warm; generate qualified sales meetings with financial services C-level executives
- Understand customer priorities and position the TIFIN Wealth solutions to meet those needs
- Build account plans and strategies for each target account
- Effectively advise and influence customers through consultative selling and value selling techniques
- Apply presentation, consultative selling, and storytelling skills to deliver sales presentations at senior/executive levels
- Incorporate thorough understanding of fintech industry trends and issues into sales presentations
- Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages
Our take
Increases in the range of apps available for investors of any experience level is resulting in wealth and asset managers facing rising demands for personalized financial experiences. Investors seek tools that use data analytics to facilitate these personalized insights, but this is difficult to provide without the right technology and data science.
TIFIN provides a fintech platform that uses data science and actionable fintech tools to provide personalized investment experiences. The platform offers investment management advice, machine learning, and API tools to asset managers, allowing them to transform their clients' businesses to be more efficient, profitable, and future-proof.
With so many investment platforms on the market, TIFIN has made a smart decision by pulling together innovative tools into a wealth management platform, as opposed to starting a new investment platform itself. Since its inception in 2018, TIFIN has experienced remarkable growth, forging strategic partnerships and successfully securing funding. This trajectory serves as a testament to its ability to navigate the competitive landscape and solidify its position as a leading player within the industry.
Freddie
Company Specialist at Welcome to the Jungle
Insights
131% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Feb 2024
$10m
LATE VC
May 2022
$109m
SERIES D
Total funding: $237.7m
Company benefits
- Performance linked variable compensation, including equity
- Medical, dental, vision, life and disability insurance
- 401k Retirement Account through Empower Retirement
- Flexible PTO policy and Company-paid holidays
- Corporate Social Responsibility and volunteering opportunities
- Fully stocked office kitchens
- Access to our Chief Mindfulness Officer, including 1:1 personal coaching for executives and rising stars
- Company sponsored events like Qi Gong, Lunch & Learns, Development Workshops, Dinners, Happy Hours, and more!
- Parental leave: 12 week paid maternity, 4 week paid paternity leave
Company values
- Grow at the Edge: We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses
- Understanding Through Listening and Speaking the Truth: We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully
- I Win for Teamwim: We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together
Company HQ
Downtown, Boulder, CO
Articles
Leadership
Vinay Nair
(CEO)Having studied at NYU, they started working as a Fellow of Wharton Financial Institutions Center and founded 55ip, Clout, Positivly, and Magnifi. They used this startup experience to found THE TIFIN GROUP in November 2018.
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