• Identify high-potential prospective customers from inbound leads and outbound prospecting. • Develop and implement full sales cycle strategies for driving product adoption and expansion within existing Vanilla customers. • Utilize Salesforce to track the full lifecycle of opportunities to ensure monthly and quarterly forecasts are up-to-date on a weekly basis. • Craft engagement strategies to build, grow and expand Vanilla’s footprint within RIAs and independent broker / dealers. • Responsible for meeting quarterly sales quota in Vanilla's middle market segment. • Respond to all inbound inquiries in a manner that is consistent with Vanilla’s brand and reputation. • Deliver polished presentations and product demonstrations that clearly articulate the value proposition of Vanilla to our target market. • Collaborate with and maintain strong working relationships across multiple internal teams including sales, marketing, product and operations. • Provide input for new marketing collateral that enables the sales process, including presentation decks, factsheets, client case studies and more. • Willing to travel up to once per month (approximately twice per quarter) for prospect events and in-person meetings.