Enterprise Account Executive

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InvestCloud, Inc.

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1001 - 5000 employés

💳 Fintech

☁️ SaaS

🤝 B2B

Fintech • SaaS • B2B

InvestCloud, Inc. est une entreprise de technologie financière basée sur le cloud qui offre une suite connectée de plateformes numériques pour la gestion de patrimoine et d'actifs. Ses produits incluent des fonctionnalités de comptes gérés (PMA) qui unifient les actifs publics et privés, un APL pour le trading, le rééquilibrage et les places de marché de modèles, des outils de planification financière et d'entreprise pour la facturation, le post-trade et la conformité. InvestCloud sert les gestionnaires de patrimoine, les gestionnaires d'actifs, les banques privées, les courtiers-négociants et les TAMP avec des solutions SaaS conçues pour rationaliser les opérations, approfondir les relations avec les clients et fournir des expériences numériques client à grande échelle.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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