Asset Managers, Account Executive - Analyst

iCapital; New York, Greenwich (NY, CT); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Retirement plan

Healthcare (employer paid)

Parental leave

Unlimited PTO

Job summary

iCapital is seeking an Analyst Account Executive in New York to drive the full sales cycle and convert qualified opportunities into Passthrough customers. You will help fuel growth as a foundational member of the Sales team, reporting to the Head of Sales.

The role targets a $1.15M annual revenue quota, with a base salary of $70k–$80k plus commission. Hybrid work arrangement; office Mon-Thu and remote Fri. Equity is included for full-time employees.

Qualifications

• 1-3 years of full-cycle B2B closing experience.
• Track record of meeting or exceeding a $500k+ annual quota.
• Experience with structured sales processes (e.g., BANT/MEDDIC).
• Data-driven, metrics-focused with CRM as a key tool.

Responsibilities

• Run full-cycle sales to convert opportunities into Passthrough customers.
• Meet or exceed a $1.15M annual revenue quota.
• Maintain meticulous CRM records for forecasting and pipeline management.
• Collaborate with Marketing Development and Customer Success to ensure a seamless customer experience.

Skills

Full-cycle sales

Quota attainment

CRM proficiency

SaaS/FinTech experience

Data-driven

Collaboration with Marketing

Tools

CRM

Job description

Asset Managers, Account Executive - Analyst

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

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.

• employer matched retirement plan
• generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• parental leave
• 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.

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. 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.

Miami, FL

New York, NY

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Stamford, CT

This only applies to U.S. based roles.

Are you legally eligible to work in the country where this role is located?

Do you currently require any type of visa sponsorship for employment?

Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)?

Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.

This applies to full time roles only.