Director of Sales

ASI is seeking a highly energetic, talented and competitive Director of Sales to help support the sales of ASI’s innovative technology solutions to individual investment advisors and financial service companies. The Director of Sales will possess financial technology knowledge, and an ability to manage a large volume of client and prospect sales and service tasks. The successful candidate will have a strong work ethic; outstanding communications skills, excellent problem-solving skills and the ability to develop create approaches to client and potential client issues.

What will you do:

ASI is seeking a highly energetic, talented and competitive Director of Sales to help support the sales of ASI’s innovative technology solutions to individual investment advisors and financial service companies. The Director of Sales will possess financial technology knowledge, and an ability to manage a large volume of client and prospect sales and service tasks. The successful candidate will have a strong work ethic; outstanding communications skills, excellent problem-solving skills and the ability to develop create approaches to client and potential client issues. 

What You’ll Do: 

• Motivate Individuals and Team to exceed objectives through coaching, regular broadcast of results, and creative incentives 

• Drive team growth, revenue quota, organizational health and customer satisfaction • Hold sales reps accountable for defined sales performance plans 

• Maintain and develop the career growth path within the Sales department 

• Perform regular pipeline reviews and accurately forecast sales pipeline with executive team. 

• Identify and make recommendations for improvement in the areas of Process, Efficiency, Productivity 

• Work with Marketing to create and implement demand generation activities 

About Advisor Software, Inc. Advisor Software, Inc (ASI) provides cloud platforms to empower today’s advisor and wealth management companies. Customized to suit the needs of each of our clients, ASI’s products address a range of advisor functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, Digital Advice, and Investment Analytics. ASI’s solutions have been used by thousands of advisors.

What You’ll Need: 

• Minimum 6+ years of direct sales experience in the software industry; start-up and SaaS experience preferred. 

• Minimum 3+ years of sales management experience 

• Consistent track record of measuring / achieving / exceeding sales quota 

• Ability to identify strategic client pains and develop unique and compelling value propositions that focus on delivering business value to the client 

• Successful at engaging with all levels in an organization - comfortable with C-level executives 

• Outstanding communication, organizational and time management skills 

• Bachelor Degree 

• Technical background, with basic understanding of SaaS industry in general 

• Financial Services industry background, with basic understanding of Wealth Management industry in general 

• Have experience with Salesforce.com and ability to manage a variety of software business tools, including PowerPoint, GoToMeeting, etc. 

Salary/Benefits: 

Salary commensurate with experience ASI offers a comprehensive benefits package including: 

• Stocked kitchen with lots of snacks • Flexible Spending Account 

• Onsite gym included 

• Top notch medical, dental, vision, life insurance & disability coverage 

• 401k Retirement Plan 

• Tuition Reimbursement Plan

• Awesome coworkers 

• Casual dress 

• Competitive time off policies including paid holidays and your choice of floating holidays 

• ASI headquarters is adjacent to Bart and very accessible to all areas of the Bay Area. 

• Fun Day outings with the team 

To apply, send a cover letter and resume to asi_jobs@advisorsoftware.com You must put Director, Sales in the subject line. ASI is an Equal Opportunity Employer

Interested?

Apply now