Who is FinFolio?

• We make wealth management simpler!
• A SaaS solution that is the backoffice for professional wealth managers
• Our software reports, trades, and bills investment accounts
• Founded in 2008, we recently re-launched our product to rave reviews
• 20+ employees, 50% are remote, grew 100% over 24 months
• Exciting early-stage startup, adding a new client every 8 1/2 days
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Personally responsible for hitting quarterly sales goals and closing most sales
• Manage a small team of 2 SDRs and 1 Jr Salesperson
• Track pipeline close ratios and other statistics in Hubspot
• Estimate closed deals and new revenue for the current and next quarter
• Manage marketing campaigns, trickle emails, email templates in Hubspot
• Work with CEO to effectively spend our marketing dollars
• Work with SDRs to design call scripts and other campaigns, then measure the results
• Exhibit at 2 or more annual industry conferences

What qualifications will help me be successful in this role?

• 4+ years of successful sales experience
• Ability to understand and sell complex software for professional wealth managers
• Constantly learning and developing new sales techniques and strategies as you build your pipeline
• Ability to work autonomously while maintaining focus and an high work ethic
• An understanding of the sales cycle and maintaining a pipeline
• Experience with running a sales department in Hubspot
• Great written and verbal communication skills
• Prior management experience would be nice, although we are open to promoting somebody with the right sales experience
• Onsite in Denver would be a big plus, although we are open to remote

Why should you work here?

• Work with a team that is excited and passionate about what they do
• Help support an amazing, best-in-class product that is fun to use
• Competitive salary (base+uncapped commission) + health/dental + paid time off + 401K match + stock options
• Interact with interesting and successful financial advisor clients
• Fun happy hours, company outings and in-office competitions (e.g. ping pong)
• Fun co-working office in Denver RINO:
  https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/