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Job Details

Vice President - Enterprise Business Solutions FinTech Enterprise Sales experience A MUST 100 REMOTE

Company name
Docupace Technologies

Los Angeles, CA, United States

Employment Type

Clevel, Executive, Sales, 100k

Posted on
Mar 16, 2023

Valid Through
Jun 29, 2023

Apply for this job


Vice President - Enterprise Business Solutions (FinTech Enterprise Sales experience A MUST) 100% REMOTE

LOS ANGELES, California





Min. Experience:

Some Experience

Are you a Leader in FinTech Enterprise Sales? If so we have a role for you!

Docupace is seeking a Vice President of Enterprise Business Solutions. You must have (FinTech Enterprise Sales experience ) and this role is 100% REMOTE!

Who We Are

Docupace Technologies is a technology company built for the financial services and wealth management industry. For over 18 years, we have dedicated our resources to solving some of the most frustrating and time-consuming problems faced daily by advisors, broker-dealers, and RIAs.

Our team is built from a diverse set of talents: software developers, technology leaders, professional services delivery, and client services geniuses that all come together to make us the leader in digitizing and automating document management, transactions, workflow integrations, and API's. This role can be remote-based and will require travel to our prospect and client sites every month.

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 plans.

Position Summary


eporting to the Chief Revenue Officer, the

Vice President, of Enterprise Business Solutions (VP)

will achieve assigned sales objectives in their assigned target accounts or territory. The


will initiate and develop the customer relationship, and be responsible for orchestrating complex sales engagements from generating a pipeline of prospects, and initial discovery through needs analysis to solutioning, negotiating, and through to contract completion. We are seeking experienced, quota-carrying sales performers, who have sold Software to the Wealth Management Industry and are looking to focus their skills to drive the value of the Docupace Platform to our customers and prospects. The


is responsible for energetically championing Docupace's industry-leading platform of products and supporting services. If you have a passion for SaaS technology solutions in the wealth management and financial services industry, we want to talk with you!


Execute a sales business plan to achieve defined company sales objectives.

Provide accurate and timely reports/forecasts. Provide detailed and accurate weekly sales forecasting on the current sales pipeline and expected levels of achievement.

Achieve/exceed annual sales quotas consistently.

Proactively identify and strategize ways to capture new critical accounts.

Develop and maintain a pipeline to support quota attainment in the company CRM (Salesforce) system.

Qualify opportunities and position the value of Docupace’s products and services.

Facilitate ongoing product demonstrations (2-3 per week).

Perform all sales-related activities: (ALIGN TO KPIs – Activity-based selling: meet and exceed requirements of phone calls, meetings, demos, and professional services goals, to assure the best case of sales quota.)

Leverage business from new & established relationships.

Manage each stage of a complex sale – discovery, solution, negotiation, and close.

Develop strong internal working relationships with all functional areas within Docupace.

Maintain a thorough understanding of the wealth management industry, including industry trends, industry business processes, and primary competitors in their industry.

Manage the customer’s experience throughout the sales process.

Contribute to high levels of customer satisfaction.

Document pertinent data related to customer and prospect interactions.

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

In the absence of travel, facilitate virtual client meetings to develop critical relationships.

After Travel Restrictions are lifted, post-covid, travel for in-person meetings with customers to develop key relationships. Travel as necessary (approx. 30-50%)


Experience with complex sales cycles in a FinTech marketplace is a must.

Must have the ability to understand and solve complex business problems, position, and articulate a vision with a corresponding solution to improve customers’ business processes and performance.

Are a proactive, driven, can-do sales professional. Will get it done and close mentality.

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

Have the ability to facilitate and present solutions virtually and in person.

Demonstrate ability as an independent thinker, team player, and person willing to drive for results to effectively and quickly close enterprise-level sales.

Get excited about influencing the culture of your assigned target firms.

Approach tasks and problems with a desire and need to succeed.

Can adapt to a fast-evolving dynamic organization.

Expect and only accept work of the highest caliber.

Are open and honest.

Have confidence in your abilities.

Required to have direct and open communication.

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

Proven track record of effective communication and interaction with C-level executives of leading financial services firms, including CEO, CTO, CSO, COO, and CCO.

Required to follow the 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 2 years of FinTech Enterprise Sales experience with a documented track record of sales success is required.

A minimum of 2 years of SaaS/OnDemand solutions selling is required.

Documented success at selling an emerging market enterprise technology solution.

Bachelor’s Degree or equivalent work experience.

Experience with Inbound/Outbound Sales.

Salesforce CRM experience for Sales Reporting/Forecasting.

Impeccable industry reputation

Company info

Docupace Technologies

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