About Us
Estate Guru is building category-defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning without complexity. We turn a traditionally intimidating legal process into clear, confident decisions about the people and things that matter most. Our platform combines attorney oversight with a guided client experience, enabling partners to offer more value and build deeper client relationships. We are powering the transfer of wealth for millions of Americans on a single, aligned platform for families, advisors, and institutions. More than a technology company, Estate Guru is creating a new category in estate planning and wealth transfer, built for modern clients and driven by high standards. Role Summary
The
Sales Team Lead
is a frontline, player-coach sales leader responsible for driving new revenue growth through direct selling while supporting day-to-day execution for the sales team. This role carries an individual quota and helps improve sales consistency by coaching peers, reinforcing pipeline discipline, and establishing a lightweight operating cadence (pipeline reviews, call coaching, and deal strategy). The Sales Team Lead partners cross-functionally with Marketing, Customer Success, Product, and Operations to improve conversion rates and ensure a strong customer experience from first conversation through implementation. The pay base for this role starts at $80-90k and will have a healthy bonus structure based on meeting sales goals. This role will work primarily in-office 4 days per week. Key Responsibilities
Sales Leadership & Team Performance Carry an individual sales quota and maintain a high standard of personal sales execution (discovery, demo, close). Serve as a peer leader and player-coach: provide day-to-day guidance, call coaching, and deal support to improve team consistency and outcomes. Support onboarding and ramp by sharing best practices, shadowing, and reinforcing talk tracks, qualification standards, and demo expectations. Help maintain a healthy, high-accountability sales culture grounded in integrity, learning, and professionalism. Pipeline & Forecast Management Maintain disciplined CRM hygiene for your own pipeline; reinforce team standards for stages, next steps, and close dates. Support weekly pipeline review and forecast cadence by providing visibility into deal risks, close plans, and pipeline coverage. Monitor conversion and pipeline trends; flag gaps early and recommend actions to improve predictability. Revenue Growth & Sales Execution Own a book of business and close new revenue consistently; contribute materially to overall team attainment. Support peers with discovery strategy, objection handling, stakeholder mapping, and mutual action plans in complex opportunities. Assist with negotiations and approvals as directed, ensuring pricing/terms remain within company guardrails and policies. Model ethical, trust-based selling appropriate for an estate planning product and customer audience. Process Improvement & Cross-Functional Partnership Help create and improve sales playbooks, talk tracks, qualification criteria, and objection handling to support repeatable execution. Partner with Marketing to provide structured feedback on lead quality and conversion; support campaign learnings and messaging refinement. Partner with Customer Success to support clean handoffs and incorporate retention/adoption learnings into sales messaging. Share customer feedback with Product to support improvements that enhance conversion and onboarding success. What Success Looks Like (6–12 months) Strong personal production: Consistently meets or exceeds individual targets and serves as a model for sales excellence. Improved team execution: Team shows measurable improvement in discovery quality, demo consistency, follow-up discipline, and objection handling. Pipeline is cleaner and more predictable: CRM hygiene improves and pipeline stages, next steps, and close dates become more reliable. Forecast quality improves: Risks are surfaced early and leadership has clearer visibility into what’s real vs. uncertain. Process is being built (lightweight): Playbooks, talk tracks, qualification standards, and handoff expectations are documented and adopted without adding unnecessary bureaucracy. Handoffs strengthen retention: Fewer “surprises” at implementation because expectations are set accurately; early churn/friction decreases. Healthy team culture: High accountability and strong morale; peers seek guidance and coaching is received constructively. Qualifications
4+ years of quota-carrying sales experience (SaaS preferred), with a track record of consistent attainment. Demonstrated informal leadership (Senior AE, mentor, pod lead, sales lead) Comfort operating in a growth-stage environment with broad responsibilities and hands-on execution. Strong discovery, demo, and objection-handling capability with a consultative, trust-based approach. Operational discipline in CRM, pipeline management, and follow-through. Excellent communication skills and ability to collaborate across Sales, Marketing, Product, and Customer Success. High integrity and comfort selling products that touch sensitive personal/financial decisions. Benefits & Compensation
Comprehensive health, dental, and vision insurance Company paid Short-term Disability Insurance Internet Reimbursement (for remote roles) Generous PTO and paid holidays Professional development opportunities Fitness Reimbursement Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under Federal Employment Laws:
Family & Medical Leave Act ,
Equal Opportunity Employment ,
Employee Polygraph Protection Act The pay range for this role is:
80,000 - 90,000 USD per year (Provo, UT)
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Estate Guru is building category-defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning without complexity. We turn a traditionally intimidating legal process into clear, confident decisions about the people and things that matter most. Our platform combines attorney oversight with a guided client experience, enabling partners to offer more value and build deeper client relationships. We are powering the transfer of wealth for millions of Americans on a single, aligned platform for families, advisors, and institutions. More than a technology company, Estate Guru is creating a new category in estate planning and wealth transfer, built for modern clients and driven by high standards. Role Summary
The
Sales Team Lead
is a frontline, player-coach sales leader responsible for driving new revenue growth through direct selling while supporting day-to-day execution for the sales team. This role carries an individual quota and helps improve sales consistency by coaching peers, reinforcing pipeline discipline, and establishing a lightweight operating cadence (pipeline reviews, call coaching, and deal strategy). The Sales Team Lead partners cross-functionally with Marketing, Customer Success, Product, and Operations to improve conversion rates and ensure a strong customer experience from first conversation through implementation. The pay base for this role starts at $80-90k and will have a healthy bonus structure based on meeting sales goals. This role will work primarily in-office 4 days per week. Key Responsibilities
Sales Leadership & Team Performance Carry an individual sales quota and maintain a high standard of personal sales execution (discovery, demo, close). Serve as a peer leader and player-coach: provide day-to-day guidance, call coaching, and deal support to improve team consistency and outcomes. Support onboarding and ramp by sharing best practices, shadowing, and reinforcing talk tracks, qualification standards, and demo expectations. Help maintain a healthy, high-accountability sales culture grounded in integrity, learning, and professionalism. Pipeline & Forecast Management Maintain disciplined CRM hygiene for your own pipeline; reinforce team standards for stages, next steps, and close dates. Support weekly pipeline review and forecast cadence by providing visibility into deal risks, close plans, and pipeline coverage. Monitor conversion and pipeline trends; flag gaps early and recommend actions to improve predictability. Revenue Growth & Sales Execution Own a book of business and close new revenue consistently; contribute materially to overall team attainment. Support peers with discovery strategy, objection handling, stakeholder mapping, and mutual action plans in complex opportunities. Assist with negotiations and approvals as directed, ensuring pricing/terms remain within company guardrails and policies. Model ethical, trust-based selling appropriate for an estate planning product and customer audience. Process Improvement & Cross-Functional Partnership Help create and improve sales playbooks, talk tracks, qualification criteria, and objection handling to support repeatable execution. Partner with Marketing to provide structured feedback on lead quality and conversion; support campaign learnings and messaging refinement. Partner with Customer Success to support clean handoffs and incorporate retention/adoption learnings into sales messaging. Share customer feedback with Product to support improvements that enhance conversion and onboarding success. What Success Looks Like (6–12 months) Strong personal production: Consistently meets or exceeds individual targets and serves as a model for sales excellence. Improved team execution: Team shows measurable improvement in discovery quality, demo consistency, follow-up discipline, and objection handling. Pipeline is cleaner and more predictable: CRM hygiene improves and pipeline stages, next steps, and close dates become more reliable. Forecast quality improves: Risks are surfaced early and leadership has clearer visibility into what’s real vs. uncertain. Process is being built (lightweight): Playbooks, talk tracks, qualification standards, and handoff expectations are documented and adopted without adding unnecessary bureaucracy. Handoffs strengthen retention: Fewer “surprises” at implementation because expectations are set accurately; early churn/friction decreases. Healthy team culture: High accountability and strong morale; peers seek guidance and coaching is received constructively. Qualifications
4+ years of quota-carrying sales experience (SaaS preferred), with a track record of consistent attainment. Demonstrated informal leadership (Senior AE, mentor, pod lead, sales lead) Comfort operating in a growth-stage environment with broad responsibilities and hands-on execution. Strong discovery, demo, and objection-handling capability with a consultative, trust-based approach. Operational discipline in CRM, pipeline management, and follow-through. Excellent communication skills and ability to collaborate across Sales, Marketing, Product, and Customer Success. High integrity and comfort selling products that touch sensitive personal/financial decisions. Benefits & Compensation
Comprehensive health, dental, and vision insurance Company paid Short-term Disability Insurance Internet Reimbursement (for remote roles) Generous PTO and paid holidays Professional development opportunities Fitness Reimbursement Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under Federal Employment Laws:
Family & Medical Leave Act ,
Equal Opportunity Employment ,
Employee Polygraph Protection Act The pay range for this role is:
80,000 - 90,000 USD per year (Provo, UT)
#J-18808-Ljbffr