AdvicePay is a billing and payment workflow platform that enables financial services firms and their advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. We set out to change that, as we believe personal financial planning advice should be available to all. In doing so, we’ve become the very first and only technology solution created specifically for fee-for-service financial planning.
We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the 2022 Inc. 5000 list of America's Fastest-Growing Private Companies (and #1 in Montana!) as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. Additionally, our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine and by the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards. And since we work in the same office and have many of the same benefits and awesome core values, we like to say “we basically won too!”
You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.
About the Platform
AdvicePay is the industry-leading billing and payment workflow solution created specifically for fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform. All of the core functions available within the AdvicePay platform — invoicing, document eSignatures, approvals, and deliverables — can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.
The innovation that AdvicePay has created - facilitating the feasibility, at scale, of a new fee-for-service financial advisor business model is accelerating the entire industry’s ongoing transition from commissions to fees, and from Baby Boomers to serving Gen X and Gen Y clients, from individual RIAs to the country’s largest broker-dealers and their hybrid RIA platforms.
About the Position
As a Sales Intern at AdvicePay, you’ll work with potential customers to help them make great decisions about using AdvicePay, while gaining valuable insight into what it takes to be a member of a fast-paced, high-producing Software as a Service (SaaS) sales team. This includes working with members of our Sales team to answer customer questions, follow up on inbound leads, develop account plans, coordinate meetings, build ROI calculators and demo our solution. You will work closely with members of our Sales, Marketing, and Customer Success Teams, getting an inside look at how the whole business works. There is no coffee-fetching or errand-running as an intern; instead, you will gain experience that will help you build a foundation for a successful career in Sales. This is a great opportunity if you are looking to be challenged, learn from others, and always be encouraged to offer new ideas!
What You’ll Do
Keeping a keen eye on our Sales inbox, you'll provide timely responses to questions from prospective users/inbound leads
Help host weekly webinars where you demo AdvicePay and answer questions - you’ll know the ins and outs of AdvicePay, plus swiftly learn new features, in order to successfully demonstrate its capabilities
Work hand and hand with Sales Directors on account plans and help prospect into target accounts
Research prospective customers and use what you learn to ensure they get the right resources and relevant messaging
Manage prospective user lists and our sales pipeline to ensure we are staying in touch with the right contacts
Willing and wanting to pick up the phone to make sales and turn prospects into happy paying customers!
Collaborate with Marketing & Customer Success to ensure a seamless customer experience, you're curious and excited to see the whole business from every angle
Meticulously track sales conversations and activities in HubSpot, you have a great eye for detail and love keeping things organized and running smoothly
Measurable(s) for this Position
Email response times
Conversion rates & new trialing users
Please note: this position is an internship so the successful candidate must be enrolled in college (Bachelor's degree or higher) by the time the internship starts
Start Date: May 31, 2023
Status: Full-time (35-40 hrs/week) through the summer, dropping to part-time (20 hrs/week) in the fall. Hourly, non-exempt
Duration: To ensure we get the most out of this opportunity for everyone involved, we are looking for an intern to stay with us for at least 9 months, and hopefully longer if it's a great fit!
Location: Bozeman, MT
Reports to: Valerie Gravage, Head of Sales
Direct Reports: None
Compensation & Benefits
11 paid holidays
$1800/year to cover the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee
$250 donated to a non-profit organization of your choice when you volunteer 40 hours/year
$400/year in Professional Development funds
Company-owned MacBook Pro provided
Please see our Dream Team Handbook for more info about the benefits and perks we offer!
What You’ll Bring to The Table (If you think, “I only meet 80% of these qualifications”, still apply!)
A passion for helping businesses solve complicated problems
Curiosity around how different businesses work and their internal systems
A willingness to ask lots of questions!
Ease with technology, the willingness to learn new platforms, and the ability to work your way around roadblocks. You take initiative to dive in and teach yourself.
Efficient time management skills with the ability to manage several tasks
High sense of urgency, personal responsibility & integrity
You have experience, are pursuing education, or have a genuine curiosity in Business Administration, or a related field.
An understanding of and strong alignment with our core values
Legally authorized to live and work in the United States
What Will Make Us Drool
While totally not necessary, props to folks who have one or more of the following:
Finance/ business nerd with leadership experience
Relevant internship, work experience, and/or involvement with a professional organization
• Cover Letter
• Applications will be reviewed as they are received
Initial screen via audio and/or video (your choice!) answering a few short questions about AdvicePay and the position
Our typical hiring process takes 4-6 weeks from when we first post the job to when we extend a final offer.
After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk folder or a Promotions tab)
AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.