Chief of Staff, Sales, TIFIN.ai

WHO WE ARE TIFIN builds the AI operating layer for wealth. Our platform delivers agentic workflows across the industry’s core personas—investors, advisors, investment teams, and operations—so financial institutions can move faster, serve more clients, and deliver better outcomes with the same (or fewer) resources. We combine finance-native AI, specialized data, and enterprise-grade controls to deploy secure, compliant capabilities into real production environments. WHAT SETS US APART Speed: We build and ship quickly—MVPs in ~3 months, production-ready products in ~6–12 months. Track Record: Prior exits include 55ip (acquired by J.P. Morgan) and Paralel Technologies Strategic Partners: Partners include J.P. Morgan, SEI, Franklin Templeton, Morningstar, FactSet, Broadridge, Motive Partners and Tectonic Ventures. World-Class Team: Complimentary expertise across AI and financial services, with experience from Google, Microsoft, Uber, PayPal, eBay, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES 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. WHAT YOU'LL BE DOING: TIFIN.ai is the AI operating layer for the wealth enterprise, a platform offering an agent library to address workflows across operations, investments and growth. Our north star is delivering better wealth outcomes for more people. We’re building production-grade multi-agent systems that power advisor copilots, investment intelligence workflows, and autonomous research capabilities. 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. THE ROLE: 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 WHO YOU ARE: 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 di…