Modern estate planning software for advisors and RIAs. Scale estate planning with doc creation, estate summaries, scenario modeling and more — all powered by AI. Backed by Insight.
About the role
We're hiring a Director of Sales to lead Vanilla's mid-market and HNW/family office sales teams. You'll report to the CRO and own the number, the team, and the operating system behind how we sell.
What they're looking for
- 8+ years in software sales with at least 4 years leading quota-carrying reps, including experience selling to wealth management firms, RIAs, family offices, or other financial institutions
- Track record of carrying and hitting a number personally before leading others to it
- Demonstrated fluency in a named sales methodology, and a real example of installing it on a team that was not using it
- Experience leading a high-velocity motion in the $5K to $15K ACV range with cycles measured in weeks, not quarters, where the number is made on volume and conversion
- Experience owning pipeline generation directly rather than inheriting it from a demand gen or SDR function
- Experience building sales process and infrastructure for a scaling team, including forecasting, stage definitions, and CRM discipline
More about this role
We’re a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. Our technology unifies scenario modeling, client visualization, and document creation into one seamless, digital experience.
Our team brings together diverse subject matter expertise across estate planning, wealth management, and scaling SaaS startups. We’re distributed across the U.S., with a mix of fully remote and hybrid roles, and we embrace flexibility while staying closely connected. At Vanilla, you’ll join curious builders and problem-solvers who thrive on speed, autonomy, and impact. Here, you won’t just join a company, you’ll help create it. If you’re excited to tackle hard problems, move quickly, and see your work shape both an industry and a growing startup, we’d love to meet you.
This role is a remote position, you must be based out of one of the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maine, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania,...
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