Chief Revenue Officer, Sage

$150,000 - $200,000/Yr

Tifin Limited - New York, NY

Full-time - Executive

New York, NY

About the position

The Chief Revenue Officer (CRO) at TIFIN will lead the sales strategy for Sage, a generative AI investment assistant designed to provide personalized investment advice to financial advisors. This role is pivotal in shaping the go-to-market strategy, identifying enterprise customers, and driving the sales process to close new business. The CRO will work closely with the CEO and is expected to build a strong pipeline of qualified opportunities while leveraging industry knowledge and existing contacts to foster long-term business relationships.

Responsibilities

• 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.

Requirements

• 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.

Nice-to-haves

• Experience in a high-growth fintech environment.
• Familiarity with AI technologies and their application in investment management.

Benefits

• Performance linked variable compensation, including equity.
• Medical, dental, vision, life and disability insurance.
• Flexible Spending Account (FSA) and Health Savings Account (HSA).
• 401(k) Retirement Plan.
• Flexible PTO policy and Company-paid holidays.
• Parental Leave: 12 week paid maternity, 6 week paid paternity leave.
• Corporate Social Responsibility and volunteering opportunities.
• Access to our Chief Mindfulness Officer for Mindfulness events and 1:1 personal coaching.
• Company sponsored events like Qi Gong, mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!
• The ability to make a real impact in an incredibly fast-growing organization.