AdvicePay Sales Manager

About Us

Wellknown financial advisors Michael Kitces and Alan Moore witnessed firsthand the growing demand for feeforservice financial planning. This inspired them to create a solution that could streamline billing processes for advisors while ensuring regulatory compliance. Since its public launch in 2018, AdvicePay has become a cornerstone of the financial planning landscape, serving thousands of advisors and firms nationwide and earning recognition for its innovative approach.

Today, AdvicePay continues to grow and adapt with new features and partnerships, enhancing the platforms capabilities. Driven by our belief in the feeforservice model, our mission remains clear: to empower advisors and firms in offering feeforservice financial planning. Our aim is to make getting paid for advice easy and scalable for everyone involved – from advisors to the home office, and clients. As the industry evolves, were dedicated to staying ahead of the curve, ensuring that AdvicePay remains the trusted solution for financial professionals nationwide.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the Inc. 5000 list of Americas FastestGrowing Private Companies for 3 years in a row, as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries.

You’ll love working here if you value and want to contribute to a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If youre up for the challenge of disrupting an industry, join us.

About the Position

The AdvicePay Sales Manager plays a pivotal role in driving revenue growth, leading a highperforming team of Account Executives, and personally closing a select book of strategic deals. You’ll focus on identifying and bringing in the right customers, those who align with our ideal client profile and position us for longterm, successful relationships from the start. This role combines team leadership with direct enterprise selling, ensuring the AdvicePay product line consistently meets its sales targets.

Reporting to the Head of Sales & Marketing, you will focus on execution, pipeline health, team management, and strategic deal ownership. If you’re passionate about building highperforming teams and love rolling up your sleeves to close deals, this is the role for you!

What You’ll Be Doing

Sales Execution & Enterprise Deal Ownership (PlayerCoach)

• Personally lead and close select MidMarket and Enterprise sales opportunities

• Negotiate highcomplexity sales cycles (ex: RFPs, multistakeholder, legalsecurity review, etc.) to drive favorable outcomes

• Serve as a SME on the AdvicePay platform, staying current on features, use cases, and releases

• Stay uptodate on the financial services and fintech landscape. Leverage market knowledge, competitive dynamics, and buyer behavior to inform positioning, guide prospects, and close deals

• Deliver compelling product demos and webinars that clearly articulate our value to enterprise audiences

• Represent AdvicePay at key conferences, leading booth engagement and networking opportunities

• Team Leadership Lead, Manage, Hold Accountable (LMA)

  • Manage the full team member lifecycle for direct reports: hiring, onboarding, performance management, coaching and correction, and career development.

  • Lead, Manage, and hold team members Accountable to clear expectations, using EOS (Entrepreneurial Operating System) tools (L10 meetings, scorecards, quarterly conversations, etc.) to support clarity, alignment, and performance.

  • Champion a culture of continuous learning, providing regular coaching, feedback, and development opportunities tailored to each team members goals and strengths.

  • Conduct regular 1:1s and quarterly conversations consistent with AP’s people processes and standards.

  • Join key sales calls and offer realtime deal support to guide reps and accelerate opportunities

  • Sales Strategy & Deal Management

    • Guide teamlevel deal strategy and negotiation, stepping in on complex deals and escalating to Head of Sales & Marketing when necessary

    • Apply AdvicePay’s standard pricing guidelines and escalate nonstandard requests to the Head of Sales & Marketing

    • Contribute to Account Executive quota planning, providing key insights to Head of Sales & Marketing regarding pipeline, market dynamics, and team capacity

    • Pipeline & Process Management

      • Own pipeline health, coverage, progression, and sales activity for the AdvicePay product line

      • Ensure forecast reliability through consistent pipeline reviews

      • Execute AdvicePay’s defined sales process while identifying areas for improvement to streamline selling and scale performance

      • Share timely, accurate updates with the Head of Sales and Marketing to support planning and forecasting

      • Crossfunctional Collaboration

        • Act as a liaison between frontline sales and the Head of Sales & Marketing to ensure alignment on goals and execution

        • Gather and share prospect insights with Product and Marketing to influence the roadmap, product positioning, and marketing campaigns

        • Identify enablement needs to request tools, resources, or training to support rep success

        • Work closely with other product line sales manager to share learnings, align on process improvements, and identify crossselling opportunities

        • Other duties as assigned

        • The Deets

          • Start Date: Immediately

          • Status: Exempt, Fulltime (4045 hoursweek)

          • Location: Bozeman, MT or Remote

          • Department: Sales and Marketing

          • Reports to: Head of Sales and Marketing

          • Travel: 10% (34 conferences per year to start, plus 2 quarterly planning weeks at AP’s headquarters in Bozeman)

          • Compensation & Benefits

            • Salary: $138,195year (please note this salary is inclusive of total earnings for this role. We do not have a commission or bonus structure at AdvicePay)

            • Flexible paid time off days to maintain worklife harmony (we encourage and support that you take at least 3 weeks off per year!)

            • 11 paid holidays when the office is closed

            • 401(k) with match you put in 6% and we put in 4.5%

            • 12 weeks of paid parental leave for the birth or adoption of a child

            • Health benefits package provided of up to $450month for an individual, $1000month for families

            • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

            • Employerpaid life insurance

            • Employerpaid longterm disability coverage

            • Up to $1800year to cover the cost of working with a financial planner, plus up to $500 toward the onetime upfront fee

            • $250quarter to spend on yourself specific to our core value of “Be Well Being You”

            • $500 donated to a nonprofit organization of your choice when you volunteer 40 hoursyear

            • $2,000year in Professional Development funds

            • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

            • Subsidized employersponsored childcare through our internal daycare program for Bozeman area Team Members

            • Pet insurance

            • Companyowned laptop provided

            • Please see our Team Member Handbook to learn more about the benefits and perks we offer!