Enterprise Account Executive

🕒 vor 22 Tagen

🇺🇸 Vereinigte Staaten – Remote

💵 $170.000 - $190.000 / Jahr

⏰ Vollzeit

🟠 Senior

🔴 Experte

🧑‍💼 Vertriebsmitarbeiter

👻 Geisterscore 0%

Was es bedeutet: die Wahrscheinlichkeit, dass für diese Stelle niemand wirklich einstellt.So liest du es: 60 % oder höher heißt, wir halten das für einen Geisterjob. Niedrigere Werte sind weniger bedenklich.Wie wir werten: Dauer offen, Neuveröffentlichungen, offene Stellen vs Teamgröße, wie schnell Stellen geschlossen werden, und ob ein Gehalt angegeben ist.Hinweis: eine Schätzung aus öffentlichen Daten, kein Urteil über das Unternehmen. Echte Stellen können hoch punkten, nutze es also als Hinweis, nicht als Fakt.

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InvestCloud, Inc.

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

💼 Beratung

🛡️ Versicherung

📦 Logistik

Consulting • Insurance • Logistics

InvestCloud, Inc. ist ein cloud-basiertes Finanztechnologieunternehmen, das eine vernetzte Suite digitaler Plattformen für die Vermögens- und Asset-Management bereitstellt. Zu den Produkten gehören Fähigkeiten für verwaltete Konten (PMA), die öffentliche und private Vermögenswerte vereinen, ein APL für Handel, Rebalancing und Modellmärkte, Finanzplanung sowie Unternehmenswerkzeuge für Abrechnung, Nachhandelsservice und Compliance. InvestCloud bedient Vermögensverwalter, Asset-Manager, Privatbanken, Broker-Dealer und TAMPs mit SaaS-Lösungen, die darauf ausgelegt sind, den Betrieb zu rationalisieren, Kundenbeziehungen zu vertiefen und digitale Kundenerlebnisse im großen Maßstab bereitzustellen.

Beschreibung

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota • Drive net-new business acquisition through outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set • Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management • Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach • Educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic • Leverage financial services and industry knowledge to create demand, shape purchase rationales, and establish business value • Partner with Sales Engineering/Pre-Sales, Product, Marketing, Account Management, and internal pursuit teams to shape, position, and close deals • Establish and grow executive-level relationships with prospective clients and maintain strategic relationships with existing clients • Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts • Develop winning close plans with effective negotiation strategies • Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects • Share industry, deal, and sales best practices across the sales organization

🎯 Anforderungen

• 8–15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments • Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other large financial services organizations • Demonstrated success selling six- and seven-figure enterprise and strategic deals • Consistent track record of meeting and/or exceeding annual sales quota • Strong pipeline generation skills, including self-sourced pipeline and new prospective-client development • Deep understanding of the financial services industry and wealth technology landscape • Proven ability to establish and grow executive- and C-level relationships • Experience selling against wealth management competitors and internal alternatives • Strong value-based selling skills, including point-solution and platform-selling expertise • Ability to navigate long sales cycles, matrixed buying groups, and complex institutional decision processes • Strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, negotiation, consultative selling, relationship building, appointment setting, and value creation • Competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and drive to succeed • Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience (preferred) • Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions (preferred) • Strong CRM discipline and experience managing pipeline in a structured, metrics-driven sales process • Excellent verbal and written communication skills • Ability to thrive in a fast-paced environment, adapt quickly, and solve problems effectively • Understanding of public and private market investing

🏖️ Vorteile

• 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

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