Were 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. Youll help expand adoption of modern donor-advised fund platforms, planned giving solutions, and back-office administration services that power large-scale generosity.
What Youll 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 Youll 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.
Bachelors 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 $120150K | OTE $250K+ | Flex PTO | Presidents Club eligibility.
Ready to drive enterprise adoption of charitable-giving solutions across the financial ecosystem? Apply to start the conversation.
Enterprise Sales Executive • Charlotte, NC, US