Account Executive

Investortools; Colorado Springs (CO); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Paid time off

401(k) with immediate vested match

Health coverage

Sabbatical program

Free daily lunch in the office

Job summary

Investortools, Inc. is seeking an Account Executive to own a portfolio of clients, protect and grow revenue, and lead consultative sales cycles.

You’ll work with internal teams, deliver tailored demos, and advocate for client success with both remote and on-site meetings. Requirements include 3-5+ years in sales or investment management, a BA, strong communication, ability to manage complex projects, and willingness to travel.

Qualifications

• 3–5+ years in sales/account management or investment management.
• Strong communication, presentation, and relationship-building skills.
• Ability to manage complex projects and clients independently.
• Knowledge of financial markets, especially fixed income (preferred).
• Willing to travel as needed.
• Bachelor’s degree required.
• Eligible to work in the U.S. without visa sponsorship.

Responsibilities

• Responsible for client relationships, including retention, strategic planning, and revenue growth.
• Navigate complex sales involving multiple stakeholders.
• Identify new opportunities within existing client organizations.
• Deliver compelling and tailored product demonstrations and presentations.
• Collaborate with Client Services to support product subscriptions, resolve issues, and improve product adoption.
• Engage with clients via remote and on-site meetings.
• Represent client feedback and market intelligence to drive product development.

Skills

Sales

Account management

Relationship-building

Presentation skills

Education

Bachelor's degree

Job description

Who We Are

Investortools has been leading and innovating for over four decades in the fixed-income technology space. Our software supports over $1 trillion in assets and is trusted by most of the nation’s largest financial institutions. We’re driven by creative problem-solving, excellent service, and a culture of collaboration grounded in strong values.

What you’ll Do

As an Account Executive, you’ll report to the Head of Sales and be the key relationship owner for a portfolio of clients, responsible for protecting and growing revenue. You’ll manage consultative sales cycles, work closely with internal teams, and advocate for client success. You’ll proactively seek opportunities to understand your clients’ business, workflow, and to expand product use and reliance.

Responsibilities

• Responsible for client relationships, including retention, strategic planning, and revenue growth.

• Navigate complex sales involving multiple stakeholders.

• Identify new opportunities within existing client organizations.

• Deliver compelling and tailored product demonstrations and presentations.

• Collaborate with Client Services to support product subscriptions, resolve issues, and improve product adoption.

• Engage with clients via remote and on-site meetings.

• Represent client feedback and market intelligence to drive product development.

What We’re Looking For

• 3-5+ years in sales/account management or investment management.

• Strong communication, presentation, and relationship-building skills.

• Ability to manage complex projects and clients independently.

• Knowledge of financial markets, especially fixed income (preferred).

• Willing to travel as needed.

• Bachelor’s degree required.

• Eligible to work in the U.S. without visa sponsorship.

Compensation

We offer a base salary range of $125k -$150k with bonus eligibility based on individual and company performance. In addition to competitive compensation, Investortools offers a generous array of benefits including paid time off, 401(k) with immediate vested match, comprehensive health coverage, sabbatical program, and many more employee-centric benefits (including free daily lunch in the office).

Why Investortools?

At Investortools, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact.

We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration.

Interested?