Enterprise Account Executive

🔥 13 hours ago

🇺🇸 United States – Remote

💵 $170k - $190k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 0%

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InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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