About Us

Estate planning is the last frontier in advisor technology. While other segments of wealth management have made significant technological strides in the last decade, estate planning has been left behind. It’s slow, it’s expensive, it’s confusing—and with more than $84.4 trillion in wealth set to be transferred over the next quarter century, it’s begging for an upgrade.

So that’s what we’re doing at Vanilla. We’re not just rebuilding estate planning—we’re redefining it. We’re taking on a complex, highly regulated space that’s full of big problems to solve. We’re moving fast, building something completely new, and there’s as much work as there is opportunity. We’re looking for people who share our belief that everyone deserves to create a meaningful legacy, as well as our excitement to be the ones to help make it happen.

Job Description

The Director of Business Development will lead a high-performing team of Business Development Representatives (BDRs) to drive new customer acquisition through outbound prospecting. You will coach and develop BDRs, focused on generating qualified leads, and implement processes to maximize sales productivity. As Director of Business Development, you will be responsible for overseeing the top of the funnel growth of Vanilla’s business.
This includes building and overseeing pipeline generation activities such as outbound sales development, campaigns, inbound leads, partnerships and referrals.
The Director of Business Development will work in conjunction with marketing and sales to
ensure Vanilla is well positioned to meet its revenue targets and grow the business. 

Responsibilities include

• Manage a team of BDRs focused on qualifying net new sales opportunities through cold calling, email, social media outreach, and other lead gen activities
• Set and monitor weekly, monthly, and quarterly quotas and productive goals for the BDR team
• Provide ongoing coaching and feedback to develop BDRs on outreach tactics, objection handling, and sales skills
• Work closely with marketing to generate targeted prospect lists, execute campaign strategies, and develop sales enablement materials
• Analyze activity metrics and lead reports to identify areas for team improvement
• Recruit and onboard new BDR team members, ensuring excellent pipeline generation capabilities
• Continuously improve BDR workflows, processes, tools and technologies to maximize effectiveness
• Partner with sales leadership on lead qualification, opportunity hand-off, and attainment tracking
• Represent needs of BDR team in cross-functional discussions with sales, marketing, and the leadership team

Qualifications

• 8 years of sales, business development, or partnership experience required, with 2 years in a sales management role 
• Experience building and developing high performing sales development teams with a track record of consistently meeting and exceeding sales targets
• Strong selling skills with ability to teach effective outbound prospecting approaches
• 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 
• Strong working knowledge of the Wealth Management space is a big plus 
• Knowledge of Salesforce strongly preferred but not required 
• Data driven and results oriented. 
• A self-starter who thrives in a startup and fast paced environment

Job Summary