Enterprise Account Executive

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InvestCloud, Inc.

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

A InvestCloud, Inc. é uma empresa de tecnologia financeira baseada em nuvem que oferece um conjunto integrado de plataformas digitais para gestão de patrimônio e ativos. Seus produtos incluem funcionalidades para contas gerenciadas (PMA) que unificam ativos públicos e privados, APL para negociação, reequilíbrio e marketplaces de modelos, ferramentas de planejamento financeiro e empresariais para faturamento, pós-negociação e conformidade. A InvestCloud atende gestores de patrimônio, gestores de ativos, bancos privados, corretoras e TAMPs com soluções SaaS projetadas para otimizar operações, aprofundar o relacionamento com os clientes e proporcionar experiências digitais em larga escala.

Descrição

• driving new APL business acquisition • expanding revenue within assigned accounts • direct sales efforts, including cross-sell and up-sell opportunities • partner closely with Marketing, Pre-Sales, Product, and Account Management • build pipeline, develop executive relationships, and convert opportunities into revenue • promote and sell APL solutions to both prospective and existing clients • expand InvestCloud’s market presence within targeted industry segments • cultivate trusted relationships with executive and C-suite stakeholders • identify strategic opportunities • create compelling business cases that drive demand and accelerate deal closure • manage pipeline through lead generation, prospect nurturing, prioritization, and reporting • educate clients on the value of InvestCloud’s technology capabilities and industry expertise • leverage financial services and industry knowledge to create demand and present compelling purchase rationales • establish and grow executive-level relationships with prospective and existing clients • mentor and coach other account executives and associates, as needed • develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

🎯 Requisitos

• 10–15 years of solution-selling experience within financial technology • Experience selling deals of approximately $2M+ ACV • Consistent track record of meeting and/or exceeding annual sales quota • Demonstrated annual close rate of approximately 33% • Deep understanding of a Financial Advisor’s day-to-day business activities and pain points • Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks • Proven ability to establish and grow executive- and C-level relationships • Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C • Strong value-based selling skills, including both point-solution and platform-selling expertise • Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation • Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

🏖️ Benefícios

• medical/Rx • dental • vision • disability • life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • health advocacy • voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance) • 401(k) retirement savings plan with company match • paid time off