Chief of Staff, Sales

WHO WE ARE

TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include:

• Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
• Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
• Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners, SEI and FactSet.
• World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more.

OUR VALUES: Go with your GUT

• Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
• Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
• I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

ROLE OVERVIEW

The Chief of Staff, Sales will act as a force multiplier for our C-level executives, working directly with them to source and manage enterprise relationships and deals. This role owns the operational backbone of the sales process — keeping conversations moving at speed, clearing obstacles before they stall a deal, and building the systems that let our execs operate at a higher altitude without losing visibility into the details. We're looking for someone who can work alongside our executive team in our Boulder office 5 days a week.

WHAT YOU'LL DO

• Own follow-up on every live conversation our execs have with prospects and partners, keeping momentum moving between meetings
• Maximize lead generation at conferences and industry events, from pre-event outreach through post-event follow-up
• Build and manage partner referral programs that create repeatable enterprise pipeline
• Research and map stakeholders within target accounts so execs know who else needs to be in the room
• Manage RFP processes end-to-end, coordinating inputs, deadlines, and internal stakeholders
• Document and prototype initial solution concepts following client discovery meetings
• Anticipate obstacles before they stall a deal and get ahead of them

WHAT YOU'LL BRING

• A background that reflects strong operational and client-facing instincts, however you came by it — sales, account management, deal strategy, account research, RevOps, management consulting, or something adjacent
• Ability to operate with ambiguity, hold multiple live threads at once, and move at speed
• Operational prowess — you build process, track status, and make sure nothing falls through the cracks
• Track record working directly with senior executives or founders
• Client-facing experience — comfortable jumping into a prospect or partner conversation and making a strong impression
• Experience in solution consulting, translating client discovery into a concrete proposed approach
• Experience managing RFPs, proposals, or structured deal processes

COMPENSATION

$120,000 - $150,000

In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility, which includes 90-100% medical, vision and dental coverage for you and your dependents, retirement benefits and flexible PTO. See our Careers page for more details.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status.

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