• Learn and implement outbound sales development strategies within targeted segments of Vanilla’s core market. 
• Responsible for meeting quarterly goals including sales pipeline targets and outbound outreach goals.
• Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market.
• Create account-based marketing campaigns in conjunction with the Marketing team. Track campaign success and adapt new strategies as needed.
• Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations.
• Provide input for new marketing collateral that enables the sales development process, including presentation decks, factsheets, client case studies and more.
• Utilize Salesforce to track pipeline progress and work with other BDRs to properly reflect all important updates to prospect accounts using Reports and Dashboards, which are leveraged by Vanilla’s leadership team.

• 3 years of sales, business development, or wealth management experience required.
• Excellent written and verbal communication skills.
• Ability to form relationships with colleagues, prospects, and customers through strong interpersonal skills.
• Financial Services or Software industry (SaaS) sales experience preferred. Working knowledge of the Wealth Management space is a big plus.
• Knowledge of Salesforce strongly preferred but not required.
• Driven and results oriented. 
• A self-starter who thrives in a startup and fast paced environment.

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.