Kaplan
Segment Sales Director, Wealth Management
B2B2C
CRM
Edtech.com's Summary
Kaplan is hiring a Segment Sales Director, Wealth Management. This role drives revenue growth across Wealth Management segments by collaborating with product and marketing teams to plan and execute product launches and strategic initiatives, while managing customer relationships and sales forecasting.
Highlights
- Drive revenue growth for Wealth Management segments through strategic sales plans and collaboration with marketing and product teams.
- Execute product launches and key initiatives at the sales team level as guided by leadership.
- Maintain and build customer and industry relations; attend client and industry events.
- Achieve financial goals and manage expenses following Kaplan's sales process.
- Utilize CRM for accurate sales reporting and forecasting for EDS Vertical Markets.
- Monitor initiative progress and recommend strategic updates to Sales Leadership.
- Influence cross-functional teams and improve sales understanding of industry trends and solutions.
- Must be willing to travel 30-50%, including air and overnight trips.
- Required qualifications include a bachelor's degree in Business, Finance, Accounting, or related field, 5+ years sales experience, and management of revenues in excess of $10M across multiple channels.
- Proficiency in Microsoft Office, Google Suite, and CRM; MBA and industry credentials preferred.
- Compensation salary range is $64,819 to $162,047 based on qualifications and experience.
- Offers comprehensive benefits including remote work flexibility, retirement package, tuition assistance, health benefits from day one, and generous paid time off.
Segment Sales Director, Wealth Management Full Description
Job Title Segment Sales Director, Wealth Management
Job Description
For more than 80 years, Kaplan has been a trailblazer in education and professional advancement. We are a global company at the intersection of education and technology, focused on collaboration, innovation, and creativity to deliver a best-in-class educational experience and make Kaplan a great place to work.
The future of education is here and we are eager to work alongside those who want to make a positive impact and inspire change in the world around them.
The Segment Sales Director (SSD) is responsible for driving revenue growth across the Wealth Management segments of Kaplan Professional's offers. The SSD will own the sales aspect of the partnership with product and marketing to build, deliver, and help execute product launches, key initiatives, and implementations. Examples of this would be leveraging and leading the collaboration with peers in product and marketing to maximize business results.
Key Responsibilities
Key Responsibilities
- Create and execute strategic growth plan for B2B and B2B2C sales in collaboration with the Wealth Management marketing, product, and sales teams.
- Execute strategic initiatives and product launches at the sales team level as outlined by product, marketing, and sales leadership.
- Build and maintain key customer and industry relationships within an aligned segment of focus, to include attending client site meetings and other industry events.
- Deliver on financial objectives, including goal attainment and expense management, and follow the Kaplan Sales Process to maximize growth potential.
- Maintain accurate reporting and sales forecasting with CRM utilization to the EDS Vertical Markets.
- Track the progress of key initiatives and implementations; report results and recommended strategy changes to Sales Leadership.
- Internally impact and direct activity and results through a layered and matrixed organization by working cross-functionally and building internal partnerships with key stakeholders.
- Influence without authority across multiple levels of the sales organization, and work to improve sales organizational understanding of key industry trends, the competitive landscape, and our differentiated depth of solutions within their alignment.
- Ability and willingness to travel between 30-50% of the time. May require air and overnight travel.
Minimum Qualifications
- Bachelor degree or equivalent with a focus in Business, Finance, Accounting, or related field
- 5+ Years' of Sales Experience, Key Account, National Accounts Management, Contracting, and/or Segment Specific Industry Experience
- Experience managing revenues across multiple sales channels in excess of $10M annually.
- Microsoft Office, Google Suite, CRM
- Financial and business acumen
- Effective and influential written and verbal communication skills
- Strategic orientation
Preferred Qualifications
- MBA preferred
- Any industry specific badges or credentials are a plus.
Beyond base salary, our comprehensive total rewards package includes:
- Remote work provides a flexible work/life balance
- Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
- Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
- Comprehensive health benefits new hire eligibility starts on day 1 of employment
- Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.
- Remote work provides a flexible work/life balance
- Comprehensive Retirement Package automatically enrolled in The Company Contribution Plan (8-10% annual company contribution based on tenure)
- Our Gift of Knowledge Program provides tuition assistance and substantial discounts for our employees and close family members
- Comprehensive health benefits new hire eligibility starts on day 1 of employment
- Generous Paid Time Off includes paid holidays, vacation, personal, sick paid time-off, plus one (1) volunteer day and one (1) diversity and inclusion day to participate and give back to our local communities
We are committed to providing a supportive and rewarding work environment where every employee can thrive. You can learn more about our full benefits package and total rewards philosophy here.
At Kaplan, we believe in attracting, rewarding, and retaining exceptional talent. Our compensation philosophy is designed to be competitive within the market, reflecting the value we place on the skills, experience, and contributions of our employees, while taking into account labor market trends and total rewards.
For full-time positions, Kaplan has three Salary Grades. This position is Salary Grade B: $64,819 to $162,047. The specific compensation offered will be determined by a variety of factors, including but not limited to the candidate's qualifications, relevant experience, education, skills, and market data. We are an equal opportunity employer and comply with all applicable federal and state wage laws.
#LI-Remote
#LI-DK1
LocationRemote/Nationwide, USA
Additional Locations
Employee TypeEmployee
Job Functional Area Sales
Business Unit00079 Kaplan Professional
Diversity & Inclusion Statement:
Kaplan is committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of our operations. We are an equal opportunity employer and all qualified applicants will receive consideration for employment regardless of age, race, creed, color, national origin, ancestry, marital status, sexual orientation, gender identity or expression, disability, veteran status, nationality, or sex. We believe that diversity strengthens our organization, fuels innovation, and improves our ability to serve our students, customers, and communities. Learn more about our culture here.
Kaplan considers qualified applicants for employment even if applicants have an arrest or conviction in their background check records. Kaplan complies with related background check regulations, including but not limited to, the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. There are various positions where certain convictions may disqualify applicants, such as those positions requiring interaction with minors, financial records, or other sensitive and/or confidential information.
Kaplan is a drug-free workplace and complies with applicable laws.
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