Company Description

Savology is a venture-backed, seed-stage startup that is on a mission to improve the financial wellbeing of millions of American households by making financial planning more accessible than ever before. Savology enables advisors and employers to provide financial planning and wellness services to reduce financial stress and improve financial outcomes.

Role and Responsibilities

Savology is looking for a sales and marketing leader with a successful track record in entrepreneurship or other early technology ventures. This role will be responsible for leading and executing company growth with a primary emphasis on sales, marketing, and partnerships.

The primary responsibilities include both leadership and individual contribution, including but not limited to:

Strategic leadership: Develop and execute growth strategies and annual growth plans aligned with the company’s vision and goals
Sales and marketing: Lead the sales and marketing functions to drive new business and expand our client base
Collaboration: Partner with the other company leaders in operations, product, and development to ensure seamless execution and improve company outcomes
Performance: Contribute individually and deliver consistently on production targets for qualified opportunities and closed-won deals
Team development: Build, manage, and mentor high-performing and engaged teams

This is an in-office, in-person role that will provide for some hybrid flexibility for intermittent work from home, but no more than 1-2 days per week. A strong preference will be given to local applicants.

Experience and Qualifications

The right fit for this position is a dynamic, motivated, hard-working team player capable of performing in diverse roles as the company grows.

Requirements:

3+ years of leadership in sales, marketing, and/or partnership
3+ years of direct sales or business development experience
Cross-functional leadership experience with an emphasis on sales, marketing, or partnerships
Proven success in scaling companies, particularly in SaaS or FinTech
Experience with or inclination towards marketing and top of the funnel demand generation
Self-starter and self-motivator who sets and exceeds their own goals
Passionate about personal finance and financial technology
Willing to work primarily from our office in Orem, UT

Bonus Points:

Startup experience at early-stage to growth-stage companies
MBA or comparable business experience
Direct experience partnering with or selling to financial service companies, wealth managers, or financial planning firms

Compensation and Benefits

As a startup, the immediate compensation and benefits for the position will not compete well with more established companies in comparable positions. We provide the core benefits and compensation to keep team members comfortable while we strive to make the company successful to participate in upside together.

Substantial equity award - target $250k-$500k - with level depending on experience and base salary needs
Annual base salary depending on experience and equity ask with an expected range of $70k-$100k
Unlimited Paid Time Off (PTO)
Additional quarterly bonuses, sales incentives, and annual performance bonuses
Group Health Insurance Benefits and Health Savings Accounts

Savology

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