United States onlyAbout The Role
At Way2B1, our mission is to help individuals and families leverage the full potential of their advisors to make better decisions that positively affect their wellbeing, day to day lives, and overall peace of mind. As clients thrive, we believe their ecosystem needs to be much more collaborative, data driven, responsive and effective. Our B2B SaaS technology is at the center of the interactions within their ecosystems and turns otherwise chaotic, unorganized life projects into enjoyable experiences. We are a fast growing organization working with Fortune 100 customers, family offices and a variety of life management professionals. Our employees value kindness, integrity and accountability.
What You'll Do
Strategy & Growth
- Design and execute creative go-to-market strategies that support product-led growth and expand our client base.
- Identify new market opportunities, build scalable playbooks, and translate strategy into results.
- Keep a sharp eye on market trends, customer needs, and competitive shifts and turn those insights into action.
Team Leadership
- Build and lead a high-performing Growth team that thrives on collaboration, experimentation, and impact.
- Coach and mentor team members to own their goals and think like entrepreneurs.
- Foster a culture of curiosity, agility, and data-driven decision-making.
- Amplify the outreach capacity of our CEO in terms of evangelizing our products, expanding within existing customers, and closing new deals.
Product & Pricing Collaboration
- Know our product inside and out — and know how to adapt it to meet evolving client needs.
- Spot product gaps, identify new opportunities, and collaborate with Product Development to drive product-led growth.
- Partner with the Product and Finance teams to shape and refine pricing strategies that balance value and scale.
Partnerships & Integrations
- Lead an integration-driven BD strategy — using technical synergies and partnerships to unlock new markets and value streams.
- Cultivate relationships with key integration partners, co-develop joint solutions, and drive ecosystem growth.
- Be the connector who makes things happen — inside and outside the company.
Data, Insights & Storytelling
- Be the metrics evangelist — bring data, facts, and client stories to every conversation.
- Bring back real client data, stories, and metrics to inform decisions — and close the loop between client experience and product innovation.
- Track KPIs across sales, adoption, and success to show whats working (and whats not).
- Use data to tell the story of our growth — and help shape the next chapter.
Market Presence
- With the CEO, represent the company at conferences, events, and in partner conversations.
- Build our marketing machine and team to craft compelling narratives, content, and campaigns that build brand awareness and thought leadership.
- Build our sales team to begin to scale and standardize our acquisition of new clients and institutional partners.
- With the company, investors and customers, discover the best possible way to present what our company does and which problems we solve.
Growth and Success
- Our company performance depends on growing rapidly within critical institutional partnerships. You will collaborate and support the full client success journey in partnering with the Head of Customer Success from onboarding to long-term growth.
- Build our Growth team in alliance with our Customer Success team partnering with our Head of Customer Success.
- Build strong relationships with individual users so they feel like part of our team.
- Ensure proactive, hands-on engagement that delights clients and drives retention.
- Oversee and evolve client resources, documentation, and support materials (and help us centralize them into tools like Gamma).
- Adopt and utilize software and other technological utilities to ensure Growth at the highest possible level.
What You Bring
- 8+ years in business development, strategic partnerships, ideally in a fast-paced SaaS or tech environment.
- A track record of driving growth through innovation, storytelling, and execution.
- Experience leading teams and scaling processes from the ground up.
- Deep understanding of solution selling, pricing strategy, and integration ecosystems.
- Strong communicator and relationship-builder — equally comfortable with clients, partners, and product engineers.
- Obsessed with data, details, and outcomes — you dont just sell, you measure and iterate.
Why You'll Love It Here
- Youll interface directly with our CEO, executive team and product team to help scale all business efforts.
- Youll shape the growth engine of a company thats innovating fast and thinking big.
- Youll work with a product that evolves as fast as our clients do — and a team that values creativity over convention.
- Youll have the autonomy to experiment, the data to learn, and the support to scale your impact.
