Help Wanted
Director, Enterprise Sales (remote position)
Who We Are: Holistiplan is a fast growing, fast paced startup in the Financial Technology (FinTech) sector. Recently voted the #1 tax planning software for financial advisors, our award-winning software empowers financial planners to serve their clients better and more efficiently by leveraging machine learning to turn their client’s full tax return into a customized tax report in seconds. We believe it’s the future of tax planning, and the nearly 3,000 financial planning firms we’ve added as subscribers in our first two and a half years seem to agree.
Who we’re looking for: We’re looking for someone awesome to add to our fun, positive, and hardworking team. More specifically, we’re looking for a team player who can creatively and effectively lead our enterprise sales initiative so that more financial planners can help more clients–because that’s why our founders (both CFP® Professionals themselves) created the software in the first place.
This person will be as passionate as we are about delighting our future and current customers and telling great stories about why our software matters. If you are an excellent verbal and written communicator, critical thinker, and problem solver, this might be the ideal role for you. We’re especially interested in finding someone with a flair for finding creative solutions instead of just following a script. Organization, attention to detail, and time management will be important too. SaaS or FinTech experience are strongly preferred but not mandatory. It is mandatory that the ideal candidate be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.
Key tasks and responsibilities will include but are not limited to:
Establishing a market strategy for prospecting and identifying new potential client partners
Working cross-functionally with department leaders to build and execute a go-to-market strategy
Creating a roadmap for strategic outreach to new customers – including identifying
decision makers and champions within an organization
Building long term, meaningful relationships across key stakeholders at targeted companies
Qualifying inbound leads from marketing campaigns
Helping to build and manage an effective pipeline of quality targets using Hubspot
Contacting prospective clients through cold calls, emails and social media outreach
Selling SaaS subscription packages with an annual contract value (ACV) of $15-100k+
Preparing forecasts, KPI reports, and Sales pipeline for organizational planning, financial forecasting, and budget planning
Cover letter and resume can be sent to jobs@holistiplan.com.
Director of Partnerships (remote position)
Who We Are: Holistiplan is a fast growing, fast paced startup in the Financial Technology (FinTech) sector. Recently voted the #1 tax planning software for financial advisors, our award-winning software empowers financial planners to serve their clients better and more efficiently by leveraging machine learning to turn their client’s full tax return into a customized tax report in seconds. We believe it’s the future of tax planning, and the nearly 3,000 financial planning firms we’ve added as subscribers in our first two and a half years seem to agree.
Who we’re looking for: We’re looking for someone awesome to add to our fun, positive, and hardworking team. More specifically, we’re looking for a team player who can creatively and effectively lead our partnership initiatives so that more financial planners can help more clients–because that’s why our founders (both CFP® Professionals themselves) created the software in the first place.
This person will be as passionate as we are about delighting our future and current customers and telling great stories about why our software matters. If you are an excellent verbal and written communicator, critical thinker, and problem solver, this might be the ideal role for you. We’re especially interested in finding someone with a flair for finding creative solutions instead of just following a script. Organization, attention to detail, and time management will be important too. SaaS or FinTech experience are strongly preferred but not mandatory. It is mandatory that the ideal candidate be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.
Key tasks and responsibilities will include but are not limited to:
Leading strategic thinking on how we accelerate our growth through strategic partnerships and sourcing potential partners using relevant prioritization criteria
Establishing a market strategy for prospecting and identifying new partnerships with other companies and broker/dealer networks
Creating a roadmap for strategic outreach to new potential partners – including identifying decision makers and champions within an organization
Building long term, meaningful relationships across key stakeholders at targeted partners
Working with Chief Technology Officer to solve compliance and approval roadblocks
Qualifying inbound partnership leads from marketing campaigns
Helping to build and manage an effective pipeline of partnership targets using Hubspot
Collaborating with potential partners to identity mutually beneficial opportunities that enhance both brands
Executing partnership initiatives in conjunction with sales and marketing teams to grow revenue and brand awareness
Contacting prospective partners through cold calls, emails and social media outreach
Cover letter and resume can be sent to jobs@holistiplan.com.
Account Manager (remote position)
Who We Are: Holistiplan is a fast growing, fast paced startup in the Financial Technology (FinTech) sector. Recently voted the #1 tax planning software for financial advisors, our award-winning software empowers financial planners to serve their clients better and more efficiently by leveraging machine learning to turn their client’s full tax return into a customized tax report in seconds. We believe it’s the future of tax planning, and the nearly 3,000 financial planning firms we’ve added as subscribers in our first two and a half years seem to agree.
Who we’re looking for: We’re looking for someone awesome to add to our fun, positive, and hardworking team. More specifically, we’re looking for a team player who can creatively and effectively lead our internal marketing initiative to ensure our current subscribers are maximizing the premium features available to them in the software.
This person will be as passionate as we are about delighting our current customers and telling great stories about how our software can help them grow. If you are an excellent verbal and written communicator, critical thinker, and problem solver, this might be the ideal role for you. We’re especially interested in finding someone with a flair for finding creative solutions instead of just following a script. Organization, attention to detail, and time management will be important too. SaaS or FinTech experience are strongly preferred but not mandatory. It is mandatory that the ideal candidate be a lifelong learner with an interest in becoming knowledgeable and proficient in our industry niche.
Key tasks and responsibilities will include but are not limited to:
Working cross-functionally with department leaders to build and execute a go-to-internal-market strategy
Building relationships and acting as a trusted advisor for current subscribers at all levels of the organization
Driving adoption through innovation, product demonstration, and customer alignment
Proactively analyzing revenue expansion opportunities
Growing business through cross-selling and up-selling
Providing expertise and solutions-based selling
Understanding the value of the Holistiplan products and pricing, as well as competitive offerings, with the ability to articulate value in a meaningful way to clients
Partnering with cross functional teams to ensure customer feedback is incorporated into the product roadmap
Cover letter and resume can be sent to jobs@holistiplan.com.