AVP, Product Sales

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AVP, Product Sales

BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real‑time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end‑to‑end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers.

It is comprised of three industry‑leading businesses which, combined, provide end‑to‑end solutions across the investment lifecycle.

We’re seeking an AVP, Product Sales to drive growth for our Client Communications business — encompassing statements, confirms, and tax forms across digital and print channels. This individual will be responsible for new‑logo acquisition and whitespace expansion within a defined territory, operating as a true hunter who builds and manages their own pipeline while partnering closely with our Enterprise Sales team to close opportunities tied to strategic accounts.

This is an exciting opportunity for a motivated sales professional who thrives in a fast‑paced, collaborative environment and enjoys turning complex client needs into impactful, measurable solutions. This position involves 30–40% travel for client meetings, onsite presentations and participation in key industry events.

• Territory & Pipeline Management
  • Define named‑account coverage, ideal customer profiles, and quarterly activity and revenue targets.
  • Generate new opportunities through multi‑channel outbound activity (email, phone, social, events).
  • Qualify and convert leads from Business Development and Marketing into sales‑qualified opportunities.
• Sales Execution
  • Lead discovery sessions to diagnose client pain points related to regulatory compliance, client experience, and operational efficiency.
  • Build value‑based business cases quantifying benefits such as e‑delivery adoption, print and postage savings, and cost‑to‑serve reduction.
  • Manage the full sales cycle, including RFPs, ROI/TCO modeling, negotiations, and contract execution.
  • Maintain accurate pipeline and forecasting data within Salesforce.
• Collaboration & Deal Strategy
  • Operate within a team‑selling model, working alongside Enterprise Sales to align account strategy and executive relationships.
  • Collaborate with Product Management and Solutions Engineering to tailor solutions and demonstrate value.
  • Engage Client Communications Operations, Security/Compliance, and Legal to ensure successful delivery and risk alignment.
  • Develop and execute competitive strategies to displace point solutions and position BetaNXT’s differentiated value.
  • Ensure smooth handoffs to Relationship Management and Client Success while identifying expansion and cross‑sell opportunities.

• 3+ years of B2B solution sales experience, within the financial services, wealth management, or fintech space.
• Proven ability to contribute to sales results through client engagement and opportunity development.
• Excellent relationship management and communication skills with the ability to build trust with clients.
• Experience building ROI/TCO models and presenting value propositions to Operations, Compliance, and Digital leaders.
• Proficiency in Salesforce and comfort managing a structured, metrics‑driven sales process.
• Familiarity with MEDDICC, Challenger, or SPICED methodologies is a plus.
• Bachelor’s degree or equivalent professional experience required.

We offer a competitive compensation package commensurate with experience, including a minimum base salary of $80,000, full benefits, and paid time off.

Mid‑Senior level

Full‑time

Product Management and Marketing