Director of Enterprise Sales

Overview

At Boldin, our aim is to enable anyone to do better by making the most of their money and time. Our comprehensive financial planning platform allows anyone to create a plan and understand how decisions they make today can impact their future. We’re at the precipice of an exciting time at our company. We have recently seen exponential growth, we’ve raised $20+M from top investors, and we’re optimistic about the future as we grow.

Job Description

The Director of Enterprise Sales is a senior role responsible for leading sales and managing the development and execution of strategic partnerships to drive business growth, sustainability, and impact.

Responsibilities

  • - Drive Revenue Growth: Own and achieve our enterprise sales & partnership revenue goal.
  • - Develop and implement a cohesive sales & business development strategy to identify and advance new sales and partnership opportunities.
  • - Drive our business development and sales activities and team.
  • - Align prospect, client and partnership strategies with the company's overall business goals and objectives.
  • - Conduct market research and landscape analyses to identify potential partners and new markets.
  • - Partnership Management: Lead the development and management of strategic partnerships and sales initiatives in workplace retirement (employers and plan providers) and financial services, with a focus on financial wellness, planning and advice to drive business growth and enhance customer value.
  • - Work with internal teams to manage and enhance relationships with existing partners to ensure mutual benefits and long-term collaboration.
  • - Negotiate partnership agreements and ensure alignment with business goals.
  • - Collaboration and Coordination: Work closely with internal teams, including Enterprise Success, Consumer, Product, Marketing, Design, and Engineering, to build and execute partnership strategies.
  • - Facilitate communication and project execution between partners and internal teams.
  • - Coordinate with the teams to design outreach campaigns to drive awareness and acquisition of new users with the partners.
  • - Performance Monitoring and Reporting: Monitor and analyze partnership performance, adapting strategies to maximize benefits.
  • - Implement and document efficient processes for tracking and managing partnership opportunities.
  • - Customer and Stakeholder Engagement: Represent the company brand, effectively communicate the mission and value propositions of products and services.
  • - Gather insights through analytics and feedback to evolve offerings and meet the needs of customers, markets, users, and partners.
  • - Ensure customer satisfaction and continuous renewal pipeline revenue.

Required Skills

  • - Strong ability to build rapport and maintain professional relationships.
  • - Excellent communication, interpersonal, and negotiation skills.
  • - Ability to manage complex projects and multi-task effectively.
  • - Proactive, with strong time management and planning skills.
  • - Business acumen and strategic thinking.
  • - Experience in partnership management within a SaaS/Cloud environment is a plus.

Benefits

  • - Remote work environment
  • - Actual work/life balance (unlimited PTO)
  • - Great health insurance
  • - 401k matching
  • - Dental, vision, and life benefits

About the company

Financial confidence comes from more than just savings and investments. Our retirement planner provides you with decision-making strategies for every factor of your financial life.


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