Ren

Lead and develop national field sales and charitable strategy teams to drive advisor education and adoption of charitable planning solutions. | 10+ years in financial services or related fields, 5+ years leading sales or consulting teams, strong knowledge of wealth management channels and charitable giving vehicles, excellent communication and analytical skills. | Ren is at the intersection of financial services and philanthropy, powering donor-advised funds and charitable trusts with modern technology. As our Vice President of Field Engagement & Charitable Solutioning, you will lead our national Field Sales, Charitable Strategy, and SME teams. You will define the strategies, systems, and developmental frameworks that elevate the team’s expertise and influence, driving advisor education, adoption, and growth of Ren’s donor-advised fund and charitable planning solutions across the wealth management ecosystem. Duties & Responsibilities Leadership, Team Development & Coaching • Lead and develop a distributed team of Charitable Strategists and SMEs. • Build the team’s expertise in charitable giving vehicles, Ren’s platform, facilitation skills, and consultative selling. • Set clear expectations, KPIs, and development pathways; coach team members in building networks within the advisor and wealth ecosystems. Field Strategy & Execution • Design and execute the national field strategy to drive advisor education, adoption, and charitable planning usage. • Build scalable territory plans, engagement models, event playbooks, and workflows. • Ensure strong field execution across advisor consultations, trainings, webinars, roadshows, conferences, and partner enablement. • Prioritize travel and resources based on market potential and growth opportunity. Advisor & Influencer Relationship Development • Cultivate deep relationships with high-value advisors, private wealth teams, and key industry influencers. • Equip the team to build and nurture high-quality networks and long-term partnerships. • Identify advisor segments and markets with the greatest charitable planning opportunity; represent Ren at key field events. Customer Feedback & Insight Generation • Build systems to capture advisor and partner feedback and surface insights across the organization. • Translate qualitative and quantitative data into themes and recommendations for Product,Marketing, Operations, and Leadership. • Ensure insights inform roadmap decisions, service enhancements, messaging, and GTM strategy. Process, Data & Operational Excellence • Develop scalable processes, CRM standards, reporting tools, and activity frameworks. • Analyze field engagement data to evaluate performance and guide strategy. • Drive continuous improvement through new tactics, best practices, and operational innovations. • Partner with Finance and drive internal enablement. • Other duties as assigned. Education & Experience • 10+ years in financial services, charitable planning, wealth management consulting, or advisor-facing roles. • 5+ years leading field sales, consulting, or education teams. • Strong understanding of wealth management distribution channels (RIA, IBD, wire house, private wealth). • Expertise—or ability to rapidly acquire expertise—in charitable giving vehicles such as donor-advised funds and trusts. • Exceptional presentation, influence, and communication skills, with experience coaching others to mastery. • Proven ability to create scalable frameworks for team development, field operations, and performance management. • Highly analytical, organized, and effective at synthesizing market insights. • Passion for philanthropy and enabling advisors to deliver meaningful impact to their clients. Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Lead and execute growth strategy, oversee sales and marketing operations, manage key accounts, optimize growth ecosystem, and define monetization strategy. | 12-15+ years in revenue operations or growth strategy in B2B fintech or enterprise SaaS, leadership of multifunction teams, CRM and analytics experience, excellent communication, and private equity company experience. | Ren is at the intersection of financial services and philanthropy, powering donor-advised funds and charitable trusts with modern technology. As our Vice President of Growth Strategy & Operations, you will own the strategy, architecture, and continuous improvement of Renʼs growth engine. You will lead a cross-functional team of strategists, operations leaders, analysts, and relationship managers to accelerate growth in our largest customer accounts while building the systems, processes, and insights that scale growth across all programs and offerings. Duties & Responsibilities Define and execute Renʼs Growth strategy • Build the revenue strategy and growth framework across enterprise, channel, and direct sales. • Maintain the quantitative growth model to guide resourcing and allocation. • Establish performance measurement systems and cascading dashboards. • Define pricing strategy for new and existing offerings. Lead growth in key strategic accounts • Oversee a senior team driving expansion within large financial institutions. • Foster collaboration, knowledge sharing, and rapid feedback loops. • Deliver meaningful year-over-year contribution growth. Oversee marketing operations • Manage email campaigns, data quality, segmentation, and compliance. • Analyze and report campaign performance and learnings. • Implement lead scoring, routing, and nurture strategies; integrate marketing and sales funnels. Lead sales operations and customer success operations • Design compensation and quota frameworks for direct and channel sales. • Build scalable enablement programs, tools, and training. • Own lead routing, CRM data integrity, reporting, and analytics. • Provide performance insights on pipeline, attainment, win/loss, productivity, and velocity. Connect and optimize Renʼs end-to-end growth ecosystem • Map and refine buying journeys across all commercial functions. • Build a data-driven continuous improvement engine to increase conversions and reduce cycle time. • Lead tech platform integrations and GTM tech stack strategy (CRM, marketing automation, analytics, AI). • Coach commercial teams and monitor core growth KPIs (conversion, cycle length, deal size, churn, channel performance). Own Renʼs offering and monetization strategy • Define a cohesive portfolio aligned to strengths and differentiated value. • Partner with Strategy, Product, Tech, and Ops on new-offering development and market validation. • Identify unmet customer needs, expand share of wallet, and conduct customer/market mapping. • Lead competitive intelligence and ICP refinement. • Develop pricing and monetization frameworks with Finance and drive internal enablement. • Other duties as assigned. Education & Experience • 12-15+ years in revenue operations, growth strategy, top tier management consulting and/or key account management (preferably in B2B fintech or enterprise SaaS). • Demonstrated operator-strategist: both big strategic thinking and strong process/design mindset. • Experience with CRM systems, marketing automation, analytics tools, and ideally experience building / scaling with AI or advanced tooling. • Proven leadership of multi-function teams (sales ops, marketing ops, enablement, customer success ops, analytics) and history of cross-functional collaboration and influence. • Excellent communication skills: able to partner with sales leadership, product, marketing, finance, and present to executive leadership. • Comfortable working with direct and channel sales motions; familiar with partner ecosystems and white-label / indirect channel models. • Experience in private equity owned company. Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.