Strategic Growth Manager, Savvy

• 5+ years of relevant sales experience in quota-carrying roles
• 2+ years of experience at a high growth tech startup
• Experience with deal sizes of $200k to $1M ARR
• Experience working with deal cycles ranging between 1-12 months
• Experience selling to Senior executives and owners
• Strong interpersonal skills, glass-half-full mentality
• Self Starter attitude and ability to exercise judgement and solve difficult problems without direct supervision
• Problem solving: Strong problem-solving skills, capable of thinking on your feet to handle objections in real time, and able to interpret non-verbal cues to drive the sales process forward
• Communication: Incredible communications and collaboration skills to effectively lead client meetings
• Fast learner: You thrive in an ambiguous, fast-paced environment with limited guidance while handling several deadlines simultaneously
• Ownership mindset: Low ego attitude, willing to roll up your sleeves and sweat the details, and have an incredible ownership mentality to get the job done

Desirable

• Our Strategic Growth team is the face of the company and the engine of our continued growth
• As a Strategic Growth Manager, you are directly responsible for driving net-new revenue
• In its simplest form, the SGM’s role is to bring top producing wealth managers Savvy by effectively selling the Savvy value proposition (technology, marketing, culture and growth)
• Successful SGMs influence top advisors to leave their current brokerage and join Savvy
• The refreshing part of this sale is that you are working directly with decision-makers, thus eliminating many of the hassles of selling to large corporations
• As an early member of the Go To Market organization, you will also have the opportunity to shape the culture of the organization, develop and refine playbooks, train new team members, and have a broad impact across the company
• Bring top producing financial advisors (with an existing book of business) to join Savvy by effectively selling the Savvy value proposition
• Work with the SDR team to engage with prospective financial advisors (inbound and outbound) and qualify them to ensure they are a strong fit. Build a relationship with prospects as a business partner and help them understand the different options to achieve their business goals
• Discern the key pain points that a prospective financial advisor has and tailor the sales process accordingly
• Prepare for and run the recruiting process to showcase our technology platform, sales & marketing capabilities, and operational support to prospective financial advisors
• Understand prospective financial advisors’ pricing/compensation expectations and book of business transferability. Utilize that information to customize the pricing/compensation contracts in order to achieve both the prospective financial advisor’s and Savvy’s goals
• Leverage internal tools (Salesforce, Apollo, Gong, Google Drive, Docusign, Slack, Zoom, etc.) and ensure they are up to date based on your sales activity
• Prepare for and engage in regular business review discussions with the Leadership Team to share pipeline data, learnings, and next steps. Provide forecasts across your current pipeline and projections for future quarters