Conquest Planning · 6 hours ago
Account Executive Sales - US
United States
Full-time
Remote
Senior Level
5+ years expConquest Planning is a company focused on enhancing modern financial planning through artificial intelligence. They are seeking an Account Executive Sales - US to manage the sales cycle, build relationships within the financial planning tech space, and achieve sales targets.
Artificial Intelligence (AI)Financial ServicesFinTech
Responsibilities
Manage the sales cycle to include lead generation, prospecting, qualifying, business development and closing sales
Build, manage, and keep management apprised on the sales pipeline as well as the competitive landscape conducting business in a profitable, ethical manner
Achieve sales targets on a monthly and quarterly basis through managing a large pipeline
Meet with prospects to explore needs, assess risks, and demonstrate how they can better manage that risk with our software solution
Effectively communicate the value proposition through proposals, demos and presentations and perform the necessary follow up and negotiations to close the deal
Collaborate on sales related content, pitch decks and collateral
Collaborate with the product team to ensure battle cards are up to date, easily accessible, and relevant to target markets
Proactively monitor and strive to maintain a high level of quality, accuracy, and process consistency in the sales organization’s planning efforts
Proactively identify and facilitate opportunities for sales process improvement
Work with cross functional teams in support of user adoption and deployment
Monitor the assigned sales organization’s compliance with required standards for maintaining data
Nurture partnerships with associations and high-profile organizations to add value as well as generate brand awareness, leads and close sales
Own content management in Salesforce to keep pipeline and opportunities up to date, and meet weekly reporting requirements
Collaborate with other areas to respectfully further the overall mission of the company
Leverage curiosity, communication skills, and drive to consistently improve your sales performance
Act as a culture champion and brand ambassador for Conquest’s mission, to make advice accessible to all
Qualification
Required
Degree in business, technology, or related discipline. Licensing related to the financial industry a plus
5 – 7+ years of experience in the financial advisor space with a deep understanding of the financial services sector
Proven record in meeting and exceeding sales targets, preferably selling software solutions in an mid-market RIA, Broker-Dealer environment
Proven ability to drive the sales process from plan to close
Proven ability to articulate the distinct aspects of products and services
Proven ability to position products against competitors
Demonstrable experience in sales, developing client-focused, differentiated, and achievable solutions
Connected in the industry with a strong personal/professional reputation and ability to build and maintain lasting relationships with key external stakeholders
Big Bank experience an asset
Ability to identify issues and implement creative and strategic solutions to overcome problems
Ability to plan, organize, develop, implement, and interpret goals, objectives, and policies
Strong sales cadence and business acumen
Ability to work in a fast-paced, dynamic environment
Benefits
Competitive compensation and generous benefits.
Company
Conquest Planning
Conquest Planning provides financial planning software that supports personalized goal-based advice.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$108.46MKey Investors
Goldman Sachs AlternativesManulife FinancialFidelity International Strategic Ventures
2025-06-23Series B· $80M
2024-10-16Grant· $0.04M
2023-02-07Series A· $17.92M
Leadership Team
Mark Evans
President & CEO
Tom Burmeister
VP, Strategic Product Solutions
Recent News
2025-12-02
Company data provided by crunchbase