Enterprise Account Executive

🕒 Junho 2

🗣️🇺🇸🇬🇧 Inglês obrigatório

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YCharts

51 - 200 funcionários

💼 Consultoria

📣 Marketing

💸 Finanças

💰 $6.000.000 Series C em 2015-05

Consulting • Marketing • Finance

YCharts é uma plataforma de pesquisa de investimentos que permite investimentos mais inteligentes e melhores comunicações com clientes, atendendo a uma base de clientes de mais de 5.000 consultores de investimento registrados, planejadores financeiros e gestores de ativos que supervisionam mais de 750 bilhões de dólares em ativos. A YCharts ajuda os profissionais de investimento a demonstrarem facilmente seu valor aos clientes e potenciais clientes com ferramentas que melhoram os engajamentos com clientes e simplificam temas financeiros muitas vezes complexos por meio de visuais. Como uma plataforma líder de pesquisa financeira, a YCharts oferece dados abrangentes, ferramentas de visualização poderosas e análises avançadas para dados e análises de ações, fundos mútuos e ETFs. Como uma plataforma moderna e amigável para pesquisa de segurança, construção de portfólio, geração de ideias e monitoramento de mercado, a YCharts possibilita vastas economias de tempo e serve como uma alternativa acessível a ferramentas baseadas em terminais.

Descrição

• Own a strategic territory of enterprise accounts: current clients with expansion potential and key targets with no prior relationship. • Collaborate with an Enterprise SDR to run coordinated outbound campaigns. • Proactively travel to deepen relationships, attend industry events, and get in the room with stakeholders. • Maintain accurate pipeline forecasts and report regularly to the VP of Enterprise Sales. • Drive the full enterprise sales cycle: Build and execute a multi-threaded engagement strategy across roles (users, influencers, decision makers, executives). • Secure executive-level engagement and navigate complex org structures. • Tailor messaging and demos to diverse personas—CIOs, advisors, operations leaders, etc. • Lead deals across internal buying committees including IT, compliance, and legal. • Craft and deliver custom ROI-based proposals aligned with strategic priorities. • Manage longer, multi-stage sales cycles involving pilots, proof-of-concept phases, and procurement steps. • Anticipate and address common enterprise objections (integration, cost, procurement).

🎯 Requisitos

• 3–5+ years of demonstrated success in enterprise SaaS or fintech sales; experience in WealthTech or financial services strongly preferred • Proven track record as a self-starter who generates pipeline through outbound prospecting • Skilled in managing complex, multi-threaded sales cycles involving multiple stakeholders and decision-makers • Proven ability to build strong relationships with exceptional executive presence; able to confidently engage across all levels of an organization • Utilizes a strategic and consultative approach to selling, with the ability to craft tailored business cases that align product value to client goals • Highly curious, energetic, and collaborative—driven by results and motivated by team success • Understanding of investment workflows, portfolio construction, and RIA tech stacks is a plus.

🏖️ Benefícios

• 100% employer-paid health, dental, and vision insurance. • 401(k) match to support your financial future. • Opportunities for internal mobility and cross-functional collaboration. • Flexible time off, vacation days, sick days, and a celebration day. • Paid parental leave to support work-life balance. • Professional development stipend to help you grow in your career. • Hybrid work schedule with flexibility to work both in-office and remotely. • Summer hours so you can enjoy more sunshine. • A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year. • Recognition programs to celebrate contributions and milestones. • Modern, centrally located offices are stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. • Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

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