Head of Enterprise Revenue, Addition Wealth
+ Equity
Holistic financial wellness platform for employees
Open for applications
Holistic financial wellness platform for employees
1-20 employees
Open for applications
+ Equity
1-20 employees
Company mission
Addition Wealth's mission is to make personalized financial expertise inclusive and accessible to all company employees.
Role
Who you are
- 10+ years of experience in enterprise sales, particularly in the fintech or financial services industry, with a proven track record of selling complex solutions to large enterprise clients
- Demonstrated ability to develop and implement strategic sales plans that drive growth and capture market opportunities
- Deep understanding of the financial services landscape, including market dynamics, customer needs, and competitive pressures
- Experience in identifying, negotiating, and managing strategic partnerships that contribute to business growth
- Proven ability to design and implement a structured and scalable sales process that delivers results
- Expertise in building and managing relationships with C-level executives and key stakeholders within large organizations
- Exceptional communication and presentation skills, with the ability to clearly articulate complex concepts and influence key stakeholders
What the job involves
- We are looking for a Head of Enterprise Sales to lead and shape our sales efforts as the first dedicated sales professional at Addition Wealth
- Reporting directly to the CEO and Founder, you will play a pivotal role in building and executing a go-to-market strategy, driving revenue growth, and establishing key partnerships
- Your responsibilities will include developing a scalable sales motion, identifying upsell and cross-sell opportunities, and cultivating lasting relationships with major financial institutions
- This is a high-impact role where you will have the opportunity to influence the direction of the company’s growth trajectory
- Develop and implement a comprehensive sales strategy to expand Addition Wealth’s customer base and strengthen our market presence within the financial services industry
- Continuously analyze market trends, competitor activities, and customer needs to identify growth opportunities and inform strategic decisions
- Lead the creation and execution of a go-to-market strategy focused on acquiring and retaining enterprise clients, with a particular emphasis on the largest financial institutions
- Identify and develop strategic partnerships that enhance our product offering and expand our market reach, positioning Addition Wealth as a leader in the industry
- Establish and refine a structured, scalable sales process that ensures consistent revenue growth and effective pipeline management
- Build and nurture strong relationships with key decision-makers, navigating complex negotiations to drive long-term value
- As we grow, lead the recruitment, development, and management of a high-performing sales team, while collaborating closely with marketing, product, and customer success teams to align sales efforts with broader company objectives
Our take
Investing is an excellent way to harvest financial wellness, from simple budgeting and debt management to preparing for retirement or to purchase a home. However, investment is difficult to navigate without expensive financial advice, and whilst many employers provide their employees with investment opportunities, this is useless without understanding how to do it effectively.
Addition Wealth provides a holistic financial wellness platform for employees, helping businesses to support their staff with successful investing, tax optimization, home purchasing, savings, and other financial wellness opportunities. In addition to providing financial advice for free, the software also includes financial health visualization dashboards, allowing employees to gain a holistic understanding of how to better their financial future.
High-quality financial advice is expensive and inaccessible to most employees, and Addition Wealth has been smart to recognize this and provide a solution, especially with companies battling a worldwide "Great Resignation". By partnering with financial advisors and financial benefit providers, the company drives its clients' revenue by promising to boost the financial wellness of its employees and thus boost productivity through increased career satisfaction.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (1 round)
Mar 2022
$4.2m
SEED
Total funding: $4.2m
Company benefits
- 401(k) & employer match - As a financial wellness company, we want you to maximize your personal finances. This starts with great retirement plans and a match
- Work from anywhere - We're remote first with a home base in NY. Work from home or cowork with nearby teammates—it’s up to you
- Health insurance & wellness benefits - Flexible healthcare options, including dental and vision, as well as healthcare FSA account
- Equity compensation - As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies
- Generous parental leave - You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave
- Unlimited vacation - We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays
- Company offsites - Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
- Unlimited access to financial pros - Need help on your personal finances or taxes? Our financial professionals are available to you, always
Company values
- Trust - We provide accurate, unbiased insights to give the most accurate information to employees
- Inclusive and accessible - We help everyone with their personal finances regardless of their net worth or financial knowledge
- Personalized - No two people’s financial situation are the same, and we don’t take a one-size-fits-all approach
- Transparent - We provide clear and actionable insights while making personal finance easier to understand
Company HQ
Flatiron District, New York, NY
Articles
Leadership
Ana Mahony
(CEO)Experience as Vice President of Digital Marketing for Citi from 2013 to 2014. Head of US Cities for Uber Eats from 2014 to 2020.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 6 more jobs at Addition Wealth