Advisory Enterprise Sales Executive – Growth Accounts

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eMoney Advisor

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2000

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.

📋 Description

• Drive net-new revenue and achieve established production targets and goals for the assigned position within the accounts. • Be strategic by pursuing sales opportunities via existing channels and markets • Successfully execute sales call strategies, create new ways to achieve or exceed growth through new sales, and sell additional products into your Growth Accounts, until they are transitioned into our relationship team • Work closely with Sales Enablement, Sales Operations, Marketing, Product and Legal to ensure programs, campaigns, and procedures are optimized to drive sales • Successfully execute sales call strategies and create new ways to achieve or exceed goals. Ability to understand technical requirements and craft solutions across multiple products • Leverage modern sales tools including Gong and Outreach • Engage high and early with the appropriate SVP, EVP & C-Suite executives to communicate our integrated platform value proposition. • Own and lead the efficient and rapid movement of sales opportunities through the sales cycle. • Develop a pipeline of quality net new sales opportunities to 3x the value of assigned quota. • Collaborate with internal SME’s, sales engineers, marketing and professional services teammates to qualify needs, develop proposals, pricing, and presentations that effectively communicate eMoney’s unique and differentiated value proposition to address buyer needs. • Lead negotiation of sales contracts with prospective clients. • Develop fluent working knowledge of our brand and broader value proposition and solution portfolio. • Become an active member of the Financial Services / Fintech industry. Participate in appropriate trade organizations and industry conferences and attend as needed. Become recognized as a trusted advisor internally and externally. • Gather and communicate product and competitive information from the field. Act as an information resource to all internal functional areas including sales support, marketing and product management. • Responsible for the accurate maintenance and forecast of sales opportunities in the company’s salesforce automation and forecasting systems.

🎯 Requirements

• Bachelor’s degree or equivalent relevant work experience required • 10+ years of enterprise B2B SaaS sales experience (FinTech or Financial Services preferred)

🏖️ Benefits

• eMoney commission program • retirement contributions • health insurance • sick leave • parental leave • paid time off