Asset Managers, Account Executive - Analyst

Icapitalnetwork; Greenwich (CT); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Employer-matched retirement plan

Healthcare benefits

Dental coverage

Vision coverage

Telemedicine

Unlimited PTO

Parental leave

Job summary

iCapital is seeking an Analyst Account Executive to join our Sales team. You will manage the full sales cycle, turning qualified opportunities into new Passthrough customers and aiming to exceed a $1.15M annual revenue quota.

Reporting to the Head of Sales, you will build expertise in the private funds landscape, articulate our value proposition to key stakeholders, and maintain CRM discipline for accurate forecasting. This role blends strategic thinking with hands-on execution.

Qualifications

• 1–3 years of full-cycle B2B closing experience in SaaS or FinTech.
• Proven track record of meeting or exceeding a $500k+ annual quota.
• Experience in a structured sales process (e.g., BANT or MEDDIC).
• Strategic, execution-focused mindset with scalable solutions.
• Data-driven, metrics-focused; uses CRM as a core tool.
• Values clarity, accountability and collaborative, results-oriented culture.

Responsibilities

• Run a full-cycle sales process to convert qualified opportunities into Passthrough customers.
• Meet or exceed a$1.15M annual revenue quota.
• Develop expertise in the private funds landscape and articulate value to GPs, Fund Admins, COOs, IR.
• Maintain a disciplined, value-oriented sales process for a high close rate.
• Keep meticulous CRM records to support forecast accuracy.
• Collaborate with Marketing, Development and Customer Success to ensure a seamless experience.

Skills

Full-cycle B2B sales

Quota attainment

SaaS/FinTech experience

CRM proficiency

Data-driven

Tools

Salesforce

CRM

Excel

Job description

About the Role

iCapital is looking to hire an Analyst Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsible for turning qualified opportunities into the new customers that fuel our expansion. This role is central to how the firm grows and is an opportunity for an ambitious seller to build their career on a team designed for a new era of scale. This role will report to the Head of Sales and will be responsible for managing relationships with alternative asset managers with total firm.

Responsibilities

• Run a full-cycle sales process to turn qualified opportunities into new Passthrough customers.
• Consistently meet or exceed an annual revenue quota of$1.15M.
• Become an expert on the private funds landscape and the challenges our clientsface, andeffectively articulate our value proposition to key stakeholders such as GPs, Fund Admins, COOs, Investor Relations.
• Maintain a disciplined and value-oriented sales process to achieve a high close rate on qualified opportunities.
• Keep meticulous records of all activities in the CRM to ensure predictable andaccurateforecasting.
• Collaborate with Marketing Development and Customer Success to provide a seamless customer experience.

Qualifications

• 1-3 yearsof full-cycle B2B closing experience, preferably in a SaaS or FinTech environment
• Track recordof consistently meeting or exceeding an annual quota of$500k+
• Experience ora strong desireto work within a structured sales process (i.e. using methodologies like BANT or MEDDIC)
• A strategic and execution-oriented mindset, with a track record of translating ideas into scalable business solutions
• Data-driven, process-oriented, and able to view metrics and CRM as essential tools for success
• Values clarity, accountability, and a collaborative, results-oriented culture
• Balances speed and quality, prioritizing timely feedback and continuous improvement
• Experience selling to fund managers, legal counsel, or fund administrators

Benefits

The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Aff…

We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.