What are the responsibilities and job description for the Enterprise Sales Executive position at TIFIN AMP?

WHO WE ARE :

TIFIN is a fintech platform backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, SEI, Motive Partners and a who’s who of the financial service industry. We are creating engaging wealth experiences to better financial lives through AI and investment intelligence powered personalization. We are working to change the world of wealth in ways that personalization has changed the world of movies, music and more but with the added responsibility of delivering better wealth outcomes.

We use design and behavioral thinking to enable engaging experiences through software and application programming interfaces (APIs). We use investment science and intelligence to build algorithmic engines inside the software and APIs to enable better investor outcomes.

In a world where every individual is unique, we match them to financial advice and investments with a recognition of their distinct needs and goals across our investment marketplace and our advice and planning divisions.

OUR VALUES : Go with your GUT

Grow at the Edge. We are driven by personal growth. We get out of our comfort zone and keep egos aside to find our genius zones. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We value transparency. We communicate with radical candor, authenticity and precision to create a shared understanding. We challenge, but once a decision is made, commit fully.
I Win for Teamwin. We believe in staying within our genius zones to succeed and we take full ownership of our work. We inspire each other with our energy and attitude. We fly in formation to win together.

WHAT YOU'LL BE DOING :

A TIFIN Company, TIFIN AMP is transforming the way asset managers grow by harnessing the power of AI and data-driven insights. As the industry’s first end-to-end AI-powered distribution solution, we help asset management firms streamline engagement, optimize sales and marketing efforts, and unlock new opportunities for growth. By consolidating complex data from multiple sources—including internal, partner, and third-party inputs—TIFIN AMP delivers a complete view of advisors and their needs. Our platform intelligently identifies top engagement opportunities, integrates seamlessly with CRMs and other sales tools, and empowers distribution teams to act.

We are looking for an experienced Enterprise Sales Executive to join TIFIN AMP and own the asset management channel, reporting to the COO. This person will be an integral part of the team, operating as an emerging leader to bring this exciting new technology to the asset management industry and influence how firms are leveraging predictive AI to unlock new insights.

The ideal candidate will bring deep knowledge of the asset management distribution and wholesaler space and experience selling to asset managers. Success requires the ability to build a strong pipeline of qualified deal opportunities and drive winning sales strategies through close, navigating the complexities of a large enterprise environment and multiple stakeholders. We have a number of marquee clients and are now looking to scale revenues; the clients want and need our proven solution. We need your drive, hunter instincts, tenaciousness, and commitment to our mission to help us achieve our aggressive sales objectives.

THE ROLE :

Lead the entire sales process from identifying prospects, progressing through the pipeline and closing deals to generate net new annual recurring revenue (ARR)

Capitalize on asset management industry knowledge and existing customer contacts to uncover future business opportunities

Uncover needs and develop relationships with multiple stakeholders across identified target asset manager prospects

Understand customer priorities and position the TIFIN AMP solutions to meet those needs

Develop, strategize, negotiate and close business. Instill customer confidence and trust in the company, leading to long term business relationships

Effectively advise and influence customers through consultative selling and value selling techniques

Apply presentation, consultative selling, and storytelling skills to deliver sales presentations at senior / executive levels

Track the sales process through weekly forecast submissions and sales operations updates to quantify and qualify opportunities at their respective sales stages. Build account plans and strategies for each target account

WHO YOU ARE :

5-10 years of successful sales experience focused on asset managers, preferably in enterprise software environment

Experience or comfort working in a start-up and / or small, fast-paced environments with little structure

Demonstrated ability to understand sales barriers and overcome objections with enterprise clients to close business

Demonstrated success in being a “hunter,” with the ability to open doors and deliver on quota

Demonstrated track record of breaking down barriers via cold-calling, email marketing, networking to raise brand awareness, to gain access to C-level economic buyers within financial institutions; having mastered the art of prospecting

Bachelor’s degree or commensurate experience required

Financial services, fintech and / or technical industry experience strongly preferred

Very strong interpersonal skills with a demonstrated track record of building long-term successful relationships based on trust with stakeholders, including customers, staff, and other internal / external stakeholders.

Expert written and verbal communication skills

Experience with HubSpot CRM is a plus

The position requires approximately 25 – 30% travel.

COMPENSATION AND BENEFITS PACKAGE :

The expected starting salary range for this position is between $100,000 - $150,000. The position is also eligible for incentive compensation, OTE is 100% . Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.

TIFIN offers a competitive benefits package that includes :

Medical, dental, vision, life and disability insurance

Flexible Spending Account (FSA) and Health Savings Account (HSA)

401(k) Retirement Plan

Flexible PTO policy and Company-paid holidays

Parental Leave : 12 week paid maternity, 6 week paid paternity leave

Corporate Social Responsibility and volunteering opportunities

Access to our Chief Mindfulness Officer for Mindfulness events and 1 : 1 personal coaching

Company sponsored events like mindfulness events, development workshops, team dinners, pickleball games, happy hours, holiday parties and more!

The ability to make a real impact in an incredibly fast-growing organization

A note on location. While we have team centers in New York City, San Francisco, Charlotte, Mumbai, Bangalore and Madrid, TIFIN is headquartered in Boulder, CO and our preference is to build the team here whenever possible, so relocation packages are available for any candidate willing to relocate to the Boulder area.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

Salary : $100,000 - $150,000

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