Vice President of Sales

About Us

At Estate Guru, we are powering the transfer of wealth for millions of Americans on a single platform where families, advisors, and financial institutions’ incentives and roles are aligned. But we are more than a platform—we are the creators of a new estate planning and wealth transfer category serving thousands of clients. Building a category takes grit, determination, and a love for extraordinary thinking—but, most of all, it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.

Our future team members are like our customers—tired of the ordinary, wary of traditional thinking, and morally conscious about those who take too much and provide too little value. Joining our team means committing to laying the foundational pieces of excellence: merit, execution, relentless pursuit of better, and deep self-accountability. We don’t shout orders from behind the walls of an ivory tower; we lead the charge from the front line. If you’re looking to be in the thick of innovation and not make excuses for the status quo, then you’ve come to the right place. Mind your footing, though—our work is not about balance; it’s about excellence.

About the Role

We are seeking an experienced sales and people leader to first build and lead a high-performing sales team that will implement GTM for all product lines across the business. In this leadership role, you will drive the GTM strategy implementation.

Key Responsibilities and Leadership

• Work with the leadership team to establish an 18-month growth plan to deliver against
• Create and build systems to input and track sales KPIs and go-to-market playbook
• Own the creation and management of Sales GTM process for converting leads across sectors all over the U.S.
• Build, deliver, and coach a product and sales training process
• Hire and mentor a high-performance sales team
• Own Sales Metrics & Reporting for the Sales team
• Work closely with CEO and Marketing Team on iterating and improving the GTM process
• Feedback to the product team for improvements and help shape the product
• Architect a sales function that will be scalable across cycles and company stages
• Work closely with the CPO and CTO is creating client feedback processes from sales efforts to enhance product
• Learn: Our team embodies customer-obsessed value by learning from the front and remaining attuned to our clients’ needs. You will leverage the learnings from their conversations with clients to build processes and programs that help make our clients’ and people’s lives easier.
• Scale: The scale of our ambition is vast, and we are constantly enhancing existing products and offering new products to our suite of Platform services. You will evaluate the competitive landscape, find product-market fit, and make strategic decisions as we strive to offer the best range of services to our customers.

Qualifications

• Experience selling technology and SaaS products into new markets - with experience in creating new markets as a bonus
• Ability to create training processes for sales team onboarding and for client onboarding onto software products
• Knowledge of the financial advisory, financial institution, legal technology marketplaces (bonus)
• Previous management experience and proven ability to build high-performance teams
• Track record of exceeding sales goals and metrics
• Managing deal flow from lead generation to closing using CRM
• Track record of implementing successful revenue operations
• A proven track record of leading a team in identifying and understanding customer pain-points and mapping them to solutions.

Why we are excited about you:

• Passionate about building a company and pride in the sales processes you create
• Ability to work independently and without day-to-day guidance
• Raw hunger to create lasting value for clients and company
• Meritocratic approach to managing self and teams
• High degree of personal discipline, responsibility and discipline
• Clear and timely communicator and the ability to formulate an argument based on data
• Strong analytical skills in looking at campaign performance
• Creative, problem-solving, and results-driven mindset
• Likely you will be an adaptable, iterative thinker who is constantly learning
• Curious, innovative, and confident in your abilities to drive change

We are primarily looking for candidates living in Utah or are happy to relocate to Utah.

Benefits & Compensation:

• Competitive salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance
• Generous PTO and paid holidays
• Professional development opportunities

The Estate Guru Hybrid Work Model: Our hybrid work model is simple: we all gather in the office two days a week with the option/understanding that a 3rd day can be added at any time as your team needs. Mondays and Thursdays, plus one day that can be selected by your organizational leader. These purposeful in-person days help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life.

Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act