Strategic Account Executive

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Docupace

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2002

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Private Equity Round - Docupace en 2020-04

SaaS • Fintech • B2B

Docupace est une entreprise technologique dédiée au secteur de la gestion de patrimoine. La société offre une plateforme SaaS complète et personnalisable pour numériser les opérations de back-office en gestion de patrimoine et éliminer les documents papier (mission fondatrice depuis 2002). La plateforme Docupace propose la gestion documentaire, l'ouverture de nouveaux comptes, des outils de conformité (ComplianceEdge, TRACKR), des transitions pour les conseillers, la gestion des compensations, des intégrations avec de nombreux outils wealthtech, et des API pour développeurs ; elle a également acquis jaccomo (jPass) en 2021 pour ajouter des capacités de conformité, d'intégration de données, de reporting financier et de comptabilité de la rémunération des conseillers. La plateforme cible les sociétés de services financiers et les équipes de back-office, en se concentrant sur l'automatisation des flux de travail, le traitement numérique, la sécurité et la conformité réglementaire.

Description

• Own the full sales cycle for strategic net-new logo opportunities from qualification through close • Manage renewals and expansion across named strategic accounts • Manage, retain, renew, and expand a named list of large wealth management enterprise target accounts • Conduct in-person executive meetings, onsite discovery sessions, and conference travel • Build multi-threaded relationships across executive, operational, technology, and procurement stakeholders • Lead complex discovery, product validation, business case development, proposal execution, and negotiation • Drive whitespace expansion through upsell, cross-sell, and executive-level account development • Partner with Solutions Consultants, SDRs, Customer Success, Delivery, Legal, and Product to move large deals forward • Maintain account planning, executive mapping, and Salesforce forecast discipline • Represent the company at events, conferences, and strategic customer meetings • Deliver annual new-logo, renewal, and expansion ARR attainment • Build pipeline coverage, win enterprise opportunities, maintain forecast accuracy, and progress strategic account penetration

🎯 Exigences

• 7+ years of B2B SaaS enterprise sales experience with a track record of overachievement • Proven success selling into large financial services, wealth management, or similarly complex enterprise environments • Executive presence and ability to engage senior leaders with confidence and credibility • Strong strategic thinking and ability to build account plans that open new white space • Multi-stakeholder selling, renewal management, negotiation, and deal orchestration skills • Comfort working long sales cycles with many moving parts and high visibility • Strong command of structured sales methodology and forecasting discipline • Candidates must reside in the Central (CT) or Eastern (ET) time zones at the time of application • Willingness to travel approximately 35% of the time • Preferred: experience selling wealthtech, fintech, regtech, or enterprise SaaS solutions • Preferred: experience with regional wealth management firms, RIAs, broker-dealers, or advisor platforms • Preferred: familiarity with MEDDPIC, Challenger, or another structured enterprise sales methodology • Preferred: existing network in wealth management or financial services technology • Preferred: demonstrated success winning competitive displacements

🏖️ Avantages

• $150,000–$185,000 base salary plus commission • Fully remote position • Equal employment opportunity and discrimination-free work environment • Reasonable accommodations for applicants and employees who require them