Enterprise Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Formulate and implement strategies for prospecting, account management, and sales to meet revenue objectives and personal quotas.

• Drive the acquisition of new business through outbound prospecting, sales to new clients, and focused cross-selling and up-selling opportunities within InvestCloud's suite of solutions.

• Build and oversee a reliable sales pipeline through self-generated leads, nurturing prospects, prioritization, meticulous reporting, and management of forecasts.

• Identify and qualify potential leads and opportunities, selecting the most effective strategic and consultative approach for sales.

• Inform prospects about InvestCloud's enterprise capabilities related to Digital Wealth, APL, and Altic.

• Utilize financial services and industry expertise to generate demand, influence purchasing decisions, and demonstrate business value.

• Collaborate with Sales Engineering/Pre-Sales, Product, Marketing, Account Management, and internal teams to shape, position, and finalize deals.

• Establish and enhance relationships at the executive level with potential clients while maintaining strategic ties with existing clients.

• Navigate through complex sales cycles involving multiple stakeholders across enterprise and strategic accounts.

• Create effective closing plans backed by negotiation strategies that yield success.

• Generate precise forecasts, swiftly qualify opportunities, and maintain a disciplined pipeline of qualified prospects.

• Share insights on industry trends, deals, and sales best practices throughout the sales organization.

⛳️ Requirements

• 8–15 years of experience in solution selling within the financial technology, wealth technology, or similar SaaS sectors.

• Proven experience selling intricate solutions to financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and large financial services organizations.

• Demonstrated success in closing six- and seven-figure enterprise and strategic deals.

• A consistent history of meeting or surpassing annual sales quotas.

• Strong skills in pipeline generation, including self-sourced pipelines and development of new prospective clients.

• In-depth knowledge of the financial services industry and wealth technology landscape.

• Proven capability to establish and nurture relationships with executives and C-level professionals.

• Experience selling against competitors in wealth management and navigating internal alternatives.

• Strong skills in value-based selling, with expertise in both point-solution and platform selling.

• Ability to manage lengthy sales cycles, navigate complex buying groups, and understand institutional decision-making processes.

• Strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales strategy, presentation skills, targeting, sales execution, closing, negotiation, consultative selling, relationship development, appointment setting, and value creation.

• Traits of competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

• A bachelor's degree from a four-year college or university, or an equivalent combination of education and experience is preferred.

• Prior experience in selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed accounts, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions is preferred.

• Strong CRM discipline and experience managing a pipeline within a structured, metrics-driven sales process.

• Excellent verbal and written communication capabilities.

• Ability to excel in a fast-paced environment, adapt quickly, and effectively solve problems.

• Understanding of both public and private market investing.

🏝️ Benefits

• Medical/Rx insurance

• Dental insurance

• Vision insurance

• Disability insurance

• Life/AD&D insurance

• Flexible Savings Account (FSA)

• Health Savings Account (HSA)

• Employee Assistance Plan (EAP)

• Health advocacy

• Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance

• 401(k) retirement savings plan with company match

• Paid time off