Job Details

We're recruiting on behalf of a leader in enterprise philanthropic fintech. This is a remote position with approximately 25% travel, open to candidates anywhere along the East Coast and as far west as Chicago. The role focuses on selling charitable giving technology and managed services to senior decision-makers at large financial institutions and wealth management firms. You'll help expand adoption of modern donor-advised fund platforms, planned giving solutions, and back-office administration services that power large-scale generosity.

What You'll Do
• Win new logos and expand strategic accounts across top banks and wealth managers ($250B+ AUM).
• Lead multi-stakeholder pursuits end-to-end from origination through close - targeting seven-figure opportunities.
• Engage executives such as Head of Wealth Management, EVP/VP Product, Head of Advisor Solutions, Head/Chief of Philanthropy, SVP Digital/Grant Payment Solutions.
• Team-sell with subject-matter experts to craft solutions spanning DAF technology, planned giving, payments, and managed administration.
• Operate with enterprise discipline: pipeline quality, accurate forecasting, clear deal reviews, and repeatable playbooks.

What You'll Bring
• Extensive enterprise-sales experience in financial services, fintech, or wealth-tech; fluent with institutional economics and risk.
• Demonstrated ability to navigate long sales cycles and complex buying groups; history of $1M+ wins.
• Purpose-driven mindset and authentic connection to philanthropy, impact investing, or charitable giving.
• Experience in PE-backed, high-growth settings with reporting rigor and scaling pressures.
• Bachelor's in business, finance, economics, or related field (or equivalent experience).

Culture & Values
At its core, this organization values integrity, grit, and accountability. Team members thrive in a collaborative, mission-driven environment where technology and purpose intersect to make generosity scalable.

Details
• Remote (East or Central time zones) | ~25% travel to clients and corporate meetings.
• Compensation: Base $120-150K | OTE $250K+ | Flex PTO | President's Club eligibility.

Ready to drive enterprise adoption of charitable-giving solutions across the financial ecosystem? Apply to start the conversation.