About Planet Wealth
Planet Wealth is a U.S.-based capital formation platform that helps founders and growing businesses raise capital through Regulation Crowdfunding (Reg CF), Regulation A+, and Regulation D offerings. We partner with entrepreneurs throughout the fundraising journey, providing strategic guidance and execution to help them successfully raise capital.
About the Role
We are seeking a Head of Sales to lead and scale Planet Wealth's sales organization. This role will be responsible for developing and executing our sales strategy, building and leading a high-performing outbound sales team, and driving predictable pipeline and revenue growth.
The Head of Sales will work closely with executive leadership to refine our go-to-market strategy, strengthen our sales processes, and position Planet Wealth as the premier fundraising partner for founders raising capital through Regulation Crowdfunding (Reg CF), Regulation A+, and Regulation D offerings.
Responsibilities:
Sales Leadership
- Develop and execute Planet Wealth's outbound go-to-market strategy.
- Build scalable outbound sales processes, messaging frameworks, and playbooks.
- Recruit, coach, and develop a high-performing outbound sales team.
- Conduct regular pipeline reviews, call coaching, and deal strategy sessions.
- Establish sales KPIs, activity metrics, forecasting, and reporting.
Business Development
- Own the full outbound sales cycle from prospecting through close.
- Identify target accounts and generate qualified sales opportunities through strategic outbound outreach.
- Conduct consultative discovery calls with founders and executive teams.
- Educate prospective clients on fundraising options, including Regulation Crowdfunding (Reg CF), Regulation A+, and Regulation D offerings.
- Position Planet Wealth as a trusted, end-to-end fundraising partner.
Revenue & Operations
- Own pipeline management, forecasting, and revenue performance for outbound sales.
- Continuously improve outreach messaging, qualification criteria, objection handling, and sales processes using customer feedback and performance data.
- Maintain CRM accuracy and ensure consistent sales reporting and forecasting.
- Collaborate closely with executive leadership, marketing, and operations to refine the company's go-to-market strategy.
Qualifications
- 7+ years of B2B sales experience, with at least 3 years in a sales leadership role.
- Proven experience building and scaling outbound sales organizations.
- Strong track record of consistently meeting or exceeding revenue targets.
- Experience coaching and developing high-performing sales professionals.
- Excellent consultative selling, negotiation, and communication skills.
- Experience managing CRM systems and sales forecasting.
Preferred Qualifications
- Experience in fintech, financial services, private markets, investment platforms, or capital raising.
- Familiarity with Regulation Crowdfunding (Reg CF), Regulation A+, Regulation D, or related fundraising environments.
- Experience selling complex financial or professional services to founders, executives, or business owners.
- Startup or high-growth company experience.
Why Join Planet Wealth?
- Opportunity to build and lead a growing sales organization.
- Significant ownership and influence over sales strategy.
- Direct collaboration with executive leadership.
- Fully remote work environment.
- Competitive base salary plus performance-based incentives.
- The opportunity to help entrepreneurs successfully raise capital and grow their businesses.
Competitive salary plus performance-based commission and incentives, based on experience. Estimated OTE $110K - $130K
Pay: $99,383.03 - $119,687.09 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Remote
