Vice President – Enterprise Business Solutions

Vice President
– Enterprise Business Solutions Headquartered in Los Angeles with additional offices in West Des Moines, IA and Hanover, MD, Docupace is a technology company built for the financial services and wealth management industry.

F or over 15 years, we’ve dedicated our resources to solving the most frustrating and time-consuming problems that advisors, broker-dealers, and RIAs face on a daily basis.

Our team is built from a diverse set of talents: software developers, technology leaders, compliance and security specialists, mathematicians, management experts, financial professionals, client services geniuses—they all come together to make us the leading universal workflow and document management automation software choice for financial service and wealth management firms and their advisors everywhere.

By eliminating transactional paperwork and its associated costs, we make work easier for financial services professionals, and increase profit for their firms.

Our cloud-based, end-to-end software solution contains a suite of tools, workflows, integrations, and APIs that improve compliance, simplify audits, smooth personnel transitions, and more.

We also protect our clients from cyber security risks, with a full suite of security services tailored to the needs of financial services firms.

Docupace offers competitive benefits to our full-time employees including Medical, Dental and Vision Insurance, FSA/HSA, Life Insurance, AD&D, STD, LTD and 401k plan.

Position Summary Reportingto the EVP, Enterprise Business Solutions, the Vice President, Enterprise BusinessSolutions (VP) will achieve assignedsales objectives in their assigned target accounts or territory.

The VP will initiate and develop the customer relationship, and be responsible fororchestrating complex sales engagements from initial discovery, to solutioning, negotiating and through to contract completion.

We are seeking experienced, quota carryingsales performers who are looking to focus their skills to drive the value ofthe Docupace Platform to our customers and prospects.

The VP, isresponsible for energetically championing Docupace’s industry leading platformof products and supporting services.

If you have a passion for SaaS technologysolutions in the wealth management and financial services industry, we want totalk with you.

Responsibilities/Duties
· Developand maintain an active strategic sales plan to effectively and efficiently supportyour accounts within the assigned territory.

· Aggressivelyprospect and generate new relationships within new & named accounts.

· Developand maintain sales pipeline to support individual quota attainment, includingmanaging lead qualification, conversion and sales progression through Docupace’sCRM system, Salesforce.

· Consultativeapproach with new and existing accounts, resulting in increased adoption,success and Enterprise wide deployments.

· Provideaccurate and timely reports/forecasts.

· Participate in networking events and strategically network through other customers and prospects.

· Proactivelyidentify and strategize ways to capture new critical accounts.

· Develop & Manage key customer relationships andparticipate in closing strategic opportunities.

Facilitate ongoing product demonstrations as required.

Leverage business from new & established relationships.

Manage each stage of the sales cycle leveraging solution selling methodology including the solution strategy, deal negotiation and final close of the deals.

· Developstrong internal working relationships with all functional areas withinDocupace.

· Workwith the Docupace Solutions Group as needed to create an effective solution forthe client.

· Rapidlybecome proficient in a thorough understanding of the client’s industry,including industry trends, industry business processes, and primary competitorsin their industry.

· Manage customer expectations throughout thesales process and contribute to a high level of customer satisfaction.

Travel for in-person meetings with customers to develop key relationships.

Travel as necessary (approx.

40-45%) Attributes
· Experience with complex sales cycles and high volume a must.

· An ability to understand complex business problems, position andarticulate a vision with a corresponding solution to improve customer’sbusiness processes and performance.

· Demonstrate a dynamic, analytical, proactive, driven,can-do sales professionalism.

· A hands-on sales professional with a documented andproven ability to leverage sales training, scripting, and messaging tocommunicate a compelling brand message to prospective customers.

· Enjoy being on the front lines.

· Are an independent thinker, a team player, and aperson willing to roll up their sleeves to effectively and quickly makeenterprise sales.

· Get excited about influencing the culture of yourassigned target firms.

· Approach tasks and problems with a desire and needto succeed.

· Are able to adapt to a fast-evolving dynamicorganization.

· Expect and only accept work of the highest caliber.

· Open and honest.

· Have confidence in your abilities.

Eloquent, direct and open communication.

Ability to take complex concepts and communicate them in a clear, concise and understandable manner.

Ability to effectively communicate and interact with C-level executives of leading financial services firms, including with the CEO, CTO, CSO, COO, and CCO.

Ability and willingness to follow an established company Sales Process.

Ability to travel as required for onsite sales presentations, industry & client conferences, and sales training.

Education and Experience A minimum of 8-years of Enterprise Sales experience with a documented track record of sales success, preferably in financial services technology sales, with a portion of SaaS/OnDemand solutions required.

A minimum of 8-years of Enterprise Sales experience with a documented track record of sales success, preferably in financial services technology sales, with a portion of SaaS/OnDemand solutions required.

Success at selling an emerging market enterprise technology solution.

Bachelor’s Degree or equivalent work experience.

B2B calling and selling experience.

Experience Inbound/Outbound Sales.

Salesforce CRM experience for SalesReporting/Forecasting.