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Head of Sales


Job Description

Are you a motivated, sales leader looking for an uncapped opportunity to materially change the way the industry evaluates risk?

At StratiFi, you’ll help build the industry standard for evaluating and quantifying portfolio risk. We are a B2B software company and primarily work in the wealth management industry.

As the Head Of Sales, you will work directly with the CEO on institutional and enterprise sales, develop our sales plan, manage the sales team and processes to hit our metrics and grow our revenue.



Own and hit/exceed annual sales targets

Collaborate with the CEO and directly manage our sales team

Define and report on KPIs to measure the performance of sales activities

Own, contribute and build-out the StratiFi sales playbook

Define and standardize our systems and processes

Ensure consistent execution of end-to-end sales playbook, and align CRM to process

Manage and track the sales pipeline to forecast revenue accurately on a weekly, monthly, and quarterly basis

Take responsibility for our conversion numbers, and devise a strategy and execution plan in order to reach our company revenue goals

Collaborate frequently with the team to share success stories, product and sales challenges, and impactful product enhancements

Form relationships with senior decision-makers, asset managers and brokers at the top investment advisory firms and broker-dealers across the country



10-15 years experience as an Account Executive at a SaaS company (preferably in the Financial Services industry)

Track record closing $2 – $10MM in revenue

Clear history of meeting & beating quota

An authority at CRM management and other sales stack tools

Successfully managed a team of 5-15 salespeople

Creative, innovative and entrepreneurial

Excellent communicator and collaborator

Self-motivated and comfortable with managing a team

Has high-integrity and are authentic

Organized and pay great attention to detail