Location: US, Remote

Who We Are:

Holistiplan offers award winning tax planning software specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions serving over 10,000 firms and 60,000 users. Holistiplan has been voted the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for five consecutive years in the T3 / Inside Information Software Surveys.

Learn more at www.holistiplan.com.

Who we’re looking for:
As Holistiplan’s Enterprise Sales Executive you’ll own the acquisition of new customers within the Enterprise Segment, focused on Holistiplan’s tax, insurance and soon to be released estate products. You’ll own the full sales cycle, from prospecting to close, establishing Holistiplan as proven and reliable solution for tax, insurance and estate planning.

This is a quota carrying role, focused on new revenue acquisition, that reports to the Senior Director of Enterprise Revenue.

Key Responsibilities:

• Drive new business revenue within a dedicated territory managing the full sales cycle from prospecting to close.
• Develop and execute prospecting strategies to build a pipeline of net-new logos, driving the majority of opportunities through self-sourced activity.
• Build account plans identifying key-decision makers, buying journeys, and oversee every step in the purchasing process.
• Utilize value-based selling methodology to navigate complex enterprise buying cycles.
• Maintain forecasting and pipeline in Hubspot.
• Meet or exceed quota, regularly

Key Requirements:

• 5 – 7 years of sales experience with 2–5 years of closing experience in an Enterprise motion
• Demonstrated track record of new business generation, not primarily account management or expansion
• Experience selling a platform or category-creating solution, ideally where budget/urgency isn’t already established
• Demonstrated ability to win highly competitive opportunities by identifying pain and business impacts and connecting those to strategic initiatives of the leadership team
• Hunter mentality with a passion, and demonstrated success, for prospecting and securing new logos across new categories
• Exceptional written and verbal communication skills, with the ability to simplify complex concepts and present them in an approachable and engaging way
• Excellent communication skills and the ability to lead workable strategies to solve obstacles in the buying journey
• Advanced planning knowledge and capabilities with ability to learn new software tools on the job. Strong preference for CPA, CFPⓇ, EA designation, or similar advisor-facing experience

Holistiplan’s Culture

• Remote-first with flexible schedules across time zones
• High trust, high communication – we share progress, questions, and blockers early, often, and openly. Clear is Kind.
• Preference for someone with a growth mindset and a bias for action, prioritizing consistency and collaborative resolutions
• Practical over perfect. We work with clients to provide solutions that help real users embrace our platform to its full potential

Benefits

• Unlimited PTO
• Health insurance (medical/dental/vision)
• 401k with company match
• Fun, positive team that values both hard work and work-life balance
• All expenses paid annual company onsite at a hotel and resort

To apply, please send your resume to jobs@holistiplan.com.