
Finance • Fintech • B2C
Origin is a comprehensive financial management platform designed to help users track, invest, and protect their assets. With a focus on simplifying wealth-building, Origin provides a range of tools for budgeting, investing, estate planning, and financial guidance, including a network of Certified Financial Planners®. The platform offers features like net worth and spending tracking, AI-driven financial insights, and FDIC-insured cash accounts with competitive APY rates. Origin aims to make financial planning accessible and effective, helping users manage all aspects of their financial life in one place.
51 - 200 employees
💸 Finance
💳 Fintech
👥 B2C
November 23

Finance • Fintech • B2C
Origin is a comprehensive financial management platform designed to help users track, invest, and protect their assets. With a focus on simplifying wealth-building, Origin provides a range of tools for budgeting, investing, estate planning, and financial guidance, including a network of Certified Financial Planners®. The platform offers features like net worth and spending tracking, AI-driven financial insights, and FDIC-insured cash accounts with competitive APY rates. Origin aims to make financial planning accessible and effective, helping users manage all aspects of their financial life in one place.
51 - 200 employees
💸 Finance
💳 Fintech
👥 B2C
• Provide direct, hands-on coaching and strategic guidance to the VP team, focusing on executive relationship mapping, complex deal navigation, and maximizing wallet share within their target strategic accounts. • Take ownership of the organizational structure and future growth of the Strategic Accounts team. Actively recruit, interview, onboard, and retain elite, VP-level sales talent, ensuring high bar maintenance for the entire segment. • Establish clear metrics, KPIs, and career development plans for each VP. Hold the team accountable to consistently exceed ambitious collective revenue targets and maintain adherence to the MEDDPIC sales methodology. • Standardize best practices across the team for account planning, value demonstration, and internal resource orchestration, ensuring scalable, repeatable success in closing $1M to $10M+ deals. • Directly manage and carry a personal quota for a select accounts, setting the gold standard for executive engagement and sales execution for the team to emulate. • Utilize personal credibility and executive presence to join the VPs in high-stakes client engagements, adding immediate gravitas and accelerating negotiations with C-level stakeholders (CIO, CTO, CFO). • Drive and co-develop the North American Strategic Accounts collective strategy for leveraging external advisors, consultants, and senior-level partnerships (e.g., KPMG, Accenture, Deloitte) to amplify new business generation across the team’s portfolio. • Strategically mobilize and direct the full resources of the business (PreSales, Marketing, Licensing, etc.) not just for personal deals, but to create standardized, highly effective resource support mechanisms for the entire VP team.
• Documented history of exceptional sales success as an Individual contributor followed by successful management and mentorship of high-achieving, senior sales professionals (VP/Director-level or equivalent). • Unquestionable personal sales credibility, evidenced by a documented track record of consistently closing software or enterprise service contracts with a minimum value of $5M or greater, and experience navigating multi-million dollar transactions in banking, insurance, retail, telco, and government (SLED) accounts. • Deep, verifiable understanding of the operational, regulatory, and strategic technology landscapes within selected strategic organizations. • Proven experience in attracting, retaining, and coaching top-tier talent. Must be adept at managing highly independent, executive-level professionals and facilitating their growth. • An extensive, verifiable personal network of senior IT and business leaders in the target industries, and a history of utilizing this network to support team members and open new doors. • Experience in defining sales territories, designing compensation plans, and implementing scalable sales processes for a strategic accounts function. • Bachelor’s degree required; MBA or advanced degree is highly preferred.
• Competitive compensation that rewards achievement • Hybrid, flexible working model • High-level Health, Dental, and Vision insurance • STD and Life/AD&D cover • 22 days PTO each year with additional days earned based on your tenure • Additional 10 Federal/Regional holidays • Generous Maternity & Paternity leave • 4% 401k match • $200 annual wellness benefit • $1,000 professional development benefit • Flexibility of working remotely from anywhere for up to 4 weeks per year • A dedicated Volunteer Day to give back to your community and support meaningful cause • Employee Assistance Program • Fun and inclusive environment with regular events organized by Engagement, and Inclusion Committees
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