Senior Sales Executive

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November 6

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d1g1t

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Fintech • B2B • Finance

d1g1t is a modern enterprise wealth management platform designed to enhance the client experience and drive operational efficiencies for financial advisory firms. By leveraging a robust performance and risk analytics engine, d1g1t allows advisors to manage client portfolios effectively and deliver personalized digital experiences. The platform integrates various aspects of the wealth management lifecycle, including client management, reporting, and compliance, empowering firms to transition to a digital business model.

51 - 200 employees

Founded 2017

💳 Fintech

🤝 B2B

💸 Finance

📋 Description

• Generate pipeline through effective prospecting. • Negotiate pricing and manage contract discussions to close the sale within assigned approvals. • Achieve annual sales quotas, focused on securing new clients. • Work with the account management group to maintain a relationship with acquired clients to mine for referrals and potential future expansion. • Book and lead new business meetings, both in person and on the phone, with executives, senior-level managers, and decision-makers. • Uncover key business drivers and business issues of the Prospect to partner with them to address their needs and close the sale. • Leverage in-depth knowledge of our products and services to educate potential clients on the benefits of our solutions, delivering tailored sales presentations and product demonstrations. • Manage RFP/RFI responses and proposal generation working with Product and Pre-Sales resources. • Stay informed about industry trends, competitive landscape, and regulatory changes affecting the financial services sector to position our offerings effectively. • Work closely with Product, Marketing, and Program Management teams to ensure alignment in client acquisition and retention efforts. • Maintain accurate sales forecasting, pipeline management, and reporting on progress and opportunities to leadership.

🎯 Requirements

• Bachelor's Degree along with 3+ years of software sales experience. • Experience selling cloud based/SaaS solutions in the Fintech space preferred. • Demonstrated track record of meeting or exceeding sales targets. • Ability to quickly learn, understand, and articulate the technical aspects of our fintech solutions and tailor messaging to address client pain points. • Excellent presentation, negotiation, and communication skills with a consultative sales approach. • Demonstrated leadership, teamwork and collaboration skills, with a strong business acumen. • Excellent interpersonal skills. • Must be able to build, maintain, and expand customer relationships. • Natural curiosity and an interest in leveraging technology and out of the box thinking to meet goals. • Travel as required.

🏖️ Benefits

• Excellent opportunity to join a fast-growing Fintech startup • Working in a culture of collaboration and innovation where your voice is valued and given importance. • Competitive compensation package with commission and comprehensive healthcare benefits • Employee and Family Assistance Program • Fitness and Wellness Credit • Continuing Education Allowance • Flexible hours and Purpose Driven hybrid-work policy. • In-office presence will be required during on-boarding. • Ability to work abroad for up to 2 months in a year (some conditions apply).