Sales Executive

Job not on LinkedIn

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $150k - $200k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤑 Sales

👻 Ghost score 0%

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M62

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- employees

🏛️ Government

Government

M62 is a government administration organization. Available information is limited to its LinkedIn industry listing as "Government Administration," so M62 appears to operate in the public sector providing governmental or public-administration services. No additional details about its size, specific government functions, products, or services were provided.

📋 Description

• Identify and prioritize prospects • Build targeted account lists and outbound campaigns focused on RIA principals, family-office COOs, heads of operations, and other relevant decision-makers • Research assets under management, operating models, technology stacks, custodial relationships, and potential challenges to develop informed outreach • Create personalized outreach across email, phone, and LinkedIn • Assess fit, explore business needs, and document stakeholders, priorities, and next steps • Support a clear handoff to the founders or closing team • Test account segments, messaging, channels, and outreach sequences • Improve targeting and conversion based on outreach learnings • Maintain accurate CRM records and track outreach effectiveness, qualified opportunities, and pipeline progression • Share recurring objections, competitive insights, and unmet needs with the team • Turn inbound interest, content engagement, and event connections into qualified conversations

🎯 Requirements

• Experience generating qualified B2B SaaS pipeline in sales development, business development, or a related role • Proven track record of hitting and exceeding sales targets • Experience selling into wealth management or financial services • Familiarity with RIAs, family offices, custodians, and the operational challenges these firms face • Research-driven approach and judgment to connect prospect research to relevant business conversations • Strong written and verbal communication • Ability to write clear, credible outreach and engage senior decision-makers • Evidence of creating quality opportunities through thoughtful targeting, personalization, and consistent follow-through • Builder’s mindset and comfort with ambiguity • Ability to create structure where it does not yet exist, make thoughtful decisions with incomplete information, and adapt as priorities evolve • Experience with a CRM such as Salesforce or HubSpot • Familiarity with prospecting and sales engagement tools • Curiosity about AI and how it can improve the way wealth management firms work

🏖️ Benefits

• Highly subsidized healthcare • Dental and vision insurance • Generous paid time off • Eligible roles may also receive equity compensation • Eligible roles may also receive bonus compensation

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