Career: Marketing & Business Development

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Wealthucate ( ) will be the leading data gathering tool for the financial services industry.  As a small, privately-owned firm in the Silicon Valley, we embrace the local spirit and want to empower our team with independence and creativity.

Position Summary

  • We are currently seeking a results-driven individual who is interested working for a SaaS startup that is targeted toward the Financial Services industry.  This role is responsible for increasing business in a defined geographic territory.


Together with the CEO, you will:

  • Develop a marketing promotional plan to target our customers, financial advisors.  Define your objectives and set goals.
  • Research and identify prospective customer contacts using company websites, web searches, networking tools like LinkedIn and other social media.
  • Maintain records of all calls and emails made and document status.
  • If you work virtually, we will connect for half hour each week.  If you are in the Silicon Valley, we can meet in Downtown San Jose or in Mountain View.


  • Experience or a strong desire to market and sell SaaS solutions in the B2B environment
  • Strong written and verbal communication skills are required
  • Experience hunting for new customers is required


  • Depends on experience

To Apply

  • Please let us know in your cover letter why you would like this role.
  • Submit your cover letter here: