RightCapital Inc.
Overview
The Sales Associate Manager at RightCapital is responsible for recruiting, onboarding, training, and mentoring new and developing Sales Associates who assist financial advisors in adopting and using RightCapital's financial planning software. This role ensures that Sales Associates are confident in explaining RightCapital's value, navigating the platform, and supporting advisors throughout the sales process.
You’ll work closely with the Sales leadership team, Marketing, Customer Experience, and Product to build a high-performing, advisor-focused sales organization.
Responsibilities
Partner with Sales leadership and People/HR to define hiring needs and ideal profiles for Sales Associates
Conduct interviews focused on sales skills, coachability, and cultural fit
Set clear expectations and ramp-up goals for new hires (activity metrics, demo competency, pipeline contribution)
Offer assistance to Revenue Operations, maintaining a clean CRM
Ensure Sales Associates are adhering to policies on data hygiene
Maintain and update paybooks and knowledge cards
Build, deliver, and continuously improve training programs that inspire Sales Associates to excel, including:
Sales messaging, talk tracks, objection handling, and competitive positioning
Hands‑on workflow training for CRM, lead management, and sales enablement tools
Compliance, data security, and RightCapital processes
Lead Pipeline Review Sessions through call reviews, role‑plays, and scenario‑based coaching
Serve as the primary mentor and day‑to‑day resource for Sales Associates
Support associates in setting individual development goals aligned with both company objectives and their career paths
Drive updates to sales processes, playbooks, and CRM workflows based on what you learn from the team
Qualifications
5+ years of sales experience with a track record of attaining personal goals
2+ years of management experience
Demonstrated success in a sales or sales support role (SDR/BDR, Sales Associate, or similar)
Strong grasp of the sales funnel and typical SaaS sales motion
Excellent communication, presentation, and active listening skills
Ability to simplify complex financial planning and software concepts for diverse audiences
Strong organizational skills and attention to detail in creating training materials and documentation
Comfortable working with CRM systems (Salesforce or similar), sales engagement/enablement tools, and online meeting platforms (Zoom, etc.)
Prior experience in B2B SaaS, fintech, or financial services (especially with financial advisors, RIAs, or broker‑dealers)
Proven track record of mentoring, coaching, or leading team members
Experience with sales operations, revenue enablement, or training program design
Familiarity with financial planning concepts or advisor workflows
Sales or industry certifications (e.g., Certified Financial Planner knowledge, sales methodology training)
Compensation and Benefits Overall Target Compensation: $95,000-$110,000
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
Monthly bonus opportunities based on # of demos booked
$1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Casual dress code
Pet friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
About RightCapital RightCapital's main office is in Shelton, CT
RightCapital is an equal opportunity employer.
#J-18808-Ljbffr
You’ll work closely with the Sales leadership team, Marketing, Customer Experience, and Product to build a high-performing, advisor-focused sales organization.
Responsibilities
Partner with Sales leadership and People/HR to define hiring needs and ideal profiles for Sales Associates
Conduct interviews focused on sales skills, coachability, and cultural fit
Set clear expectations and ramp-up goals for new hires (activity metrics, demo competency, pipeline contribution)
Offer assistance to Revenue Operations, maintaining a clean CRM
Ensure Sales Associates are adhering to policies on data hygiene
Maintain and update paybooks and knowledge cards
Build, deliver, and continuously improve training programs that inspire Sales Associates to excel, including:
Sales messaging, talk tracks, objection handling, and competitive positioning
Hands‑on workflow training for CRM, lead management, and sales enablement tools
Compliance, data security, and RightCapital processes
Lead Pipeline Review Sessions through call reviews, role‑plays, and scenario‑based coaching
Serve as the primary mentor and day‑to‑day resource for Sales Associates
Support associates in setting individual development goals aligned with both company objectives and their career paths
Drive updates to sales processes, playbooks, and CRM workflows based on what you learn from the team
Qualifications
5+ years of sales experience with a track record of attaining personal goals
2+ years of management experience
Demonstrated success in a sales or sales support role (SDR/BDR, Sales Associate, or similar)
Strong grasp of the sales funnel and typical SaaS sales motion
Excellent communication, presentation, and active listening skills
Ability to simplify complex financial planning and software concepts for diverse audiences
Strong organizational skills and attention to detail in creating training materials and documentation
Comfortable working with CRM systems (Salesforce or similar), sales engagement/enablement tools, and online meeting platforms (Zoom, etc.)
Prior experience in B2B SaaS, fintech, or financial services (especially with financial advisors, RIAs, or broker‑dealers)
Proven track record of mentoring, coaching, or leading team members
Experience with sales operations, revenue enablement, or training program design
Familiarity with financial planning concepts or advisor workflows
Sales or industry certifications (e.g., Certified Financial Planner knowledge, sales methodology training)
Compensation and Benefits Overall Target Compensation: $95,000-$110,000
Group medical health insurance – multiple options with generous subsidies
Vision and Dental group insurance
401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5%
Monthly bonus opportunities based on # of demos booked
$1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing
Free onsite gym membership
Free weekly team breakfast and lunch
Casual dress code
Pet friendly office
Fun and social outings, including happy hours and team building events
Exciting growth opportunities and did we mention yet that we have a lot of fun!
About RightCapital RightCapital's main office is in Shelton, CT
RightCapital is an equal opportunity employer.
#J-18808-Ljbffr