National Head of Non-Profit Sales

About Verdara

Verdara provides retirement plans for the mission-driven workforces too often underserved by the systems around them. We launched our first PEPs this spring with a focus on the charter school market, but we can already see how much benefit we can provide by extending the power of our 403(b) PEP to all non-profit organizations. We don't want to wait to start making this platform available to every educator, social worker, nonprofit administrator, and mission-driven professional who deserves the same retirement security typically reserved for large corporate employees.

As a public benefit corporation, we are on a mission to expand equitable access to retirement income guarantees. As a Pooled Plan Provider, we are dedicated to operating Pooled Employer Plans purpose-built for mission-driven professionals, offering cost efficiencies and institutional-quality investment options.

Verdara is a place where your work has direct, measurable effects. Our public benefit corporation structure reflects our commitment: we optimize for participant outcomes, not fee extraction.

On AI: Technology --- including artificial intelligence --- is central to how we work at Verdara. We expect every team member to actively engage with AI tools relevant to their role, bring curiosity and fluency to evolving capabilities, and help us stay ahead of the curve in how we serve participants and partners.

About the Role

Verdara is expanding. We have spent years building the operational and fiduciary infrastructure to run a best-in-class 403(b) PEP for charter school educators. We are now extending that platform to all non-profits --- and this role will lead that effort.

This is a zero-to-one opportunity. You will be the founding sales leader for Verdara's non-profit vertical, building the motion, the pipeline, and the playbook from the ground up. You'll have Verdara's brand, internal infrastructure, and team around you --- but you are the architect of this new channel. If you are energized by building, by the complexity of the 403(b) space, and by the mission of improving retirement outcomes for mission-driven professionals, this role is for you.

This role sits alongside Verdara's existing charter school sales leadership, operating as a peer in our revenue organization and collaborating closely with our CXO (who oversees PPP operations), our operations team, and our technology team. You will report directly to the CEO.

What You'll Do

Build and Lead the Non-Profit Sales Vertical

• Own the full sales cycle for 403(b) PEP adoption among non-profit employers: prospecting, outreach, pipeline development, discovery, proposal, negotiation, and close
• Design and iterate on the sales motion --- ICP definition, outreach sequencing, objection handling, and pipeline architecture --- for a market that Verdara is entering for the first time
• Carry a personal book of business in the early stage while simultaneously laying the infrastructure for future scale
• Develop and manage relationships with RIAs and retirement plan advisors who want to recommend Verdara's 403(b) PEP to their non-profit clients; our current PEP operates with a single-3(38) structure, and advisors can attach to provide their own client services to adopting employers

Build a Diversified Book of Business

• Target a deliberate mix of large non-profits and small-to-mid-size organizations --- recognizing that a healthy book requires both anchor accounts and volume
• Prioritize mission-driven organizations across verticals: social services, healthcare, education, advocacy, community development, and beyond

Collaborate Across the Organization

• Work closely with Verdara's charter school sales leader to share learnings, coordinate on shared infrastructure (CRM, sales materials, onboarding process), and ensure a consistent approach to positioning our PEP
• Partner with our CXO and operations team on smooth handoffs from sales to implementation
• Closely collaborate with marketing to ensure go-to market strategies are aligned and successfully helping sales
• Engage strategically with Verdara leadership on product and market development questions --- including when it may be appropriate to launch a second 403(b) PEP with a broader investment lineup, or when to develop specialized products for new verticals

Represent Verdara in the Market

• Build Verdara's presence and credibility in the non-profit retirement plan market: conferences, associations, thought leadership, and advisor channels
• Develop deep familiarity with the landscape --- NTSA, ASPPA, NIPA networks; Form 5500 data; the competitive dynamics of 403(b) plans in the nonprofit sector
• Bring a genuine point of view on how Verdara's guaranteed income-focused design compares to incumbent providers

What Success Looks Like

• You close your first non-profit adoptions within six months, demonstrating the viability of the vertical and generating learnings that refine the motion
• Within 12--18 months, you have a pipeline that reflects both direct-to-employer and RIA-sourced business, across a range of non-profit sizes
• You have built a book of business that is growing and diversified --- not dependent on a single relationship or segment
• You are seen as a trusted peer by Verdara's charter school team and operations functions --- not operating in isolation, but as a collaborative force multiplier
• You are actively shaping Verdara's product and market strategy for non-profits --- bringing insights from the field that improve how we serve this community

What We're Looking For

Experience

• 15 years of experience in 403(b) plan sales, with direct experience selling into non-profit employers --- whether through a recordkeeper, TPA, advisory firm, or PEP structure
• Experience with both direct employer sales and advisor/RIA distribution channels
• Experience working in or alongside small, high-growth organizations, or in a startup-within-a-larger-firm context
• Familiarity with pooled employer plans (PEPs), or strong willingness to rapidly develop deep expertise in the PEP structure
• Experience with building out and managing sales teams
• Successful in collaborating with retirement marketing teams

Skills and Capabilities

• Strong command of the 403(b) regulatory and product landscape: universal availability, ERISA vs. non-ERISA plan distinctions, investment menu design, guaranteed income vehicles
• Ability to translate complex retirement plan concepts into clear, accessible value propositions for non-profit HR leaders, CFOs, and executive directors
• A nice to have is proficiency with HubSpot
• Comfort operating with autonomy and building from scratch --- this role has significant independence and requires self-direction
• Collaborative mindset: you build with people, not around them
• Fluency with AI tools relevant to sales workflows --- outreach, research, meeting prep, pipeline intelligence

Character

• You believe in the mission. Guaranteed income for mission-driven professionals is not a tagline for you --- it's a conviction.
• You are a builder, not just a closer. You are energized by the process of creating something new, not just by hitting a number.
• You are a peer, not a silo. You bring insights back to the team and raise the collective capability of the organization.

Compensation & Location

This role is fully remote, US-based, with optional access to Verdara office space in New York, Tampa, and Atlanta.

Compensation is commensurate with experience:

• On-target earnings (OTE): $300,000

• Base salary: $150,000 -- $175,000

• Unlimited incentive pay; bonus based on closed deals and overall organization success --- no cap

• Equity in Verdara: because we want you to benefit when Verdara succeeds

• Generous health and retirement benefits

• Verdara is an equal opportunity employer. We are committed to building a team that reflects the diverse communities we serve.