39 applicants

Company

InvestCloud, Inc. · 1 day ago

Senior Account Executive

United States

Full-time

Remote

Senior Level

$100K/yr - $150K/yr

5+ years exp

Maximize your interview chances

Cloud ManagementFinancial Services

Insider Connection @InvestCloud, Inc.

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Create forecasts and develop a predictable funnel of sales qualified leads that ultimately result in revenue.

Build and close a pipeline of Digital Wealth business to drive new recurring revenue across InvestCloud’s solution set for both existing clients and new prospects in North America.

Execute sales strategies that represent best in class enterprise SAAS sales skillsets.

Ensure adherence to InvestCloud internal processes to close quality deals approved by product, delivery, infrastructure and support, finance and legal through PIM and Deal Desk processes.

Contribute as sales process participant per the 3x3 persona coverage approach and contribute to product roadmap planning through product road mapping process.

Assist with internal escalations on behalf of sales team and clients as needed.

Demonstrate prospecting, pipeline and activity objectives and monitoring via regular business reviews and Hubspot.

Provide weekly forecasting through Hubspot.

Deal Submission for Product, delivery and infrastructure approval: PIM and deal submission for finance and legal signoff: Deal Hub.

Contribute as determined by leadership to sales team trainings and deal reviews.

Contribute to new sales representative onboarding program to be led by HR, Sales Ops and Sales / Pre-sales leadership.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Consultative solution sellingFinancial technology experienceWealth management salesC-level relationship buildingValue proposition sellingSales forecastingHubspot proficiencySales planningCompetitive sellingTeamwork-oriented

Required

5-10 years of consultative solution selling sales experience within financial technology.

Sold approximately $1M+ ACV deals.

Track record of meeting and or exceeding yearly quota.

Target close rate of 30% annually.

Deep understanding of a Financial Advisor’s day to day business activities and pain points.

Deep understanding of Financial Services industry including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks.

Ability to establish C-level and executive relationships.

Experience selling against wealth management competitors (Internal IT, Envestnet, SS&C).

Value proposition selling skills (point and platform solution selling expertise).

Financial business acumen, executive relational, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relational partnering, appointment getting, value creation.

Competitive, risk-taking, accountable, adaptable, teamwork-oriented, motivated, results-oriented, solution oriented, driven to succeed.

Preferred

Prior sales experience selling Wealth / Asset Management technology to tier 1 firms.

Bachelor’s degree (B.A) from a four-year college or university; or equivalent combination of education and experience.

Excellent verbal and written communication skills; capable of building strong working relationships across all levels of the company, including field teams.

High-energy, creative, team-oriented individual with a passion for building businesses and brands. Thrives in a fast-paced environment with the ability to change-manage and problem-solve.