Remotely
crmenterprise salesb2b salesoutreachchannel partnerships
Job Description
📋 Description
- Open doors with existing network; build repeatable outbound motion
- Generate 10–15 qualified conversations weekly with mid-market RIAs
- Leverage/expand strategic partnerships as a channel into new firms
- Run discovery mapping agentic workflows to firm pain
- Partner with exec team on deal strategy, pricing, close
- Feedback into product from RIA interactions
🎯 Requirements
- Background from a TAMP or selling CRM/financial planning/advisor tech to RIAs
- Relationships with CEO/COO/President/Head of Sales at mid-market RIAs ($2B–$100B AUM)
- Comfortable owning top-of-funnel; not an SDR-managed role
- Experience selling new-to-market to conservative buyers (category creation)
🎁 Benefits
- Equity stake; meaningful total compensation package
- Medical/Vision/Dental coverage; retirement benefits
- Flexible PTO; see Careers page for more details