TIFIN
Chief of Staff, Sales
Boulder, CO · Exec
No sponsorship$120k-$150kDetected 12 days ago
Account ManagementLead GenerationResearch
About the role
- Research and map stakeholders within target accounts so execs know who else needs to be in the room
- Anticipate obstacles before they stall a deal and get ahead of them
- A background that reflects strong operational and client-facing instincts, however you came by it - sales, account management, deal strategy, account research, RevOps, management consulting, or something adjacent
Responsibilities
- The Chief of Staff, Sales will act as a force multiplier for our C-level executives, working directly with them to source and manage enterprise relationships and deals.
- This role owns the operational backbone of the sales process - keeping conversations moving at speed, clearing obstacles before they stall a deal, and building the systems that let our execs operate at a higher altitude without losing visibility into the details.
- TIFIN builds the AI operating layer for wealth.
- We build and ship quickly-MVPs in ~3 months, production-ready products in ~6-12 months.
- Own follow-up on every live conversation our execs have with prospects and partners, keeping momentum moving between meetings
- Build and manage partner referral programs that create repeatable enterprise pipeline
- Manage RFP processes end-to-end, coordinating inputs, deadlines, and internal stakeholders
- Operational prowess - you build process, track status, and make sure nothing falls through the cracks
Requirements
- Ability to operate with ambiguity, hold multiple live threads at once, and move at speed
- Track record working directly with senior executives or founders
- Experience in solution consulting, translating client discovery into a concrete proposed approach
- Experience managing RFPs, proposals, or structured deal processes
- Candidates must be authorized to work in the US without sponsorship.
Skills
- Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
Compensation
- $120,000 - $150,000 USD, commensurate with experience.
Benefits
- In addition to cash compensation, a meaningful equity stake is a significant part of the overall package.
- Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO.
Company info
- TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry's core personas-investors, advisors, investment teams, and operations-so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
- Speed: We build and ship quickly-MVPs in ~3 months, production-ready products in ~6-12 months.
- Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies
- Our platform delivers agentic workflows across the industry's core personas-investors, advisors, investment teams, and operations-so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources.
- We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments.
- Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures.
- World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.
- Grow at the Edge. We are driven by personal growth fueled by a beginner's mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
- Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
- I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.
- We're looking for someone who can work alongside our executive team in our Boulder office 5 days a week.
- Please note that we are not able to provide visa sponsorship for this role.
Equal opportunity
- equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings.
- All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.
Visa & Work Authorization
- Please note that we are not able to provide visa sponsorship for this role.
This listing is sourced directly from TIFIN's careers page and normalized into a canonical job model.