Chief of Staff, TIFIN
Sales
$120-150k
+ Equity
More information about location
5 days a week in office (Boulder, CO)
Creating companies to improve wealth outcomes
Be an early applicant
Creating companies to improve wealth outcomes
201-500 employees
Be an early applicant
$120-150k
+ Equity
More information about location
5 days a week in office (Boulder, CO)
201-500 employees
Company mission
To make investing a more powerful driver of financial well-being.
Role
Who you are
- A background that reflects strong operational and client-facing instincts, however you came by it — sales, account management, deal strategy, account research, RevOps, management consulting, or something adjacent
- Ability to operate with ambiguity, hold multiple live threads at once, and move at speed
- Operational prowess — you build process, track status, and make sure nothing falls through the cracks
- Track record working directly with senior executives or founders
- Client-facing experience — comfortable jumping into a prospect or partner conversation and making a strong impression
- Experience in solution consulting, translating client discovery into a concrete proposed approach
- Experience managing RFPs, proposals, or structured deal processes
- Candidates must be authorized to work in the US without sponsorship
What the job involves
- The Chief of Staff, Sales will act as a force multiplier for our C-level executives, working directly with them to source and manage enterprise relationships and deals
- This role owns the operational backbone of the sales process — keeping conversations moving at speed, clearing obstacles before they stall a deal, and building the systems that let our execs operate at a higher altitude without losing visibility into the details
- We're looking for someone who can work alongside our executive team in our Boulder office 5 days a week
- Own follow-up on every live conversation our execs have with prospects and partners, keeping momentum moving between meetings
- Maximize lead generation at conferences and industry events, from pre-event outreach through post-event follow-up
- Build and manage partner referral programs that create repeatable enterprise pipeline
- Research and map stakeholders within target accounts so execs know who else needs to be in the room
- Manage RFP processes end-to-end, coordinating inputs, deadlines, and internal stakeholders
- Document and prototype initial solution concepts following client discovery meetings
- Anticipate obstacles before they stall a deal and get ahead of them
Our take
Increases in the range of apps available for investors of any experience level are resulting in wealth and asset managers facing rising demands for personalised financial experiences. Investors seek tools that use data analytics to facilitate these personalised insights, but this is difficult to provide without the right technology and data science.
TIFIN provides a fintech platform that uses data science and artificial intelligence to provide personalised investment experiences. The platform offers investment management advice and 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. The company has experienced remarkable growth, forged strategic partnerships and successfully secured funding. It is now pursuing international expansion, beginning in India.
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 HQ
Boulder Junction, Boulder, CO
Leadership
Vinay Nair
(Founder, Chair & 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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