Enterprise Account Executive - Family Office Performance Reporting SaaS

Verrus; New York (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive Salary + Bonus

Generous Employee Equity Plan

Frequent Company Off-sites and Team-</

Job summary

Verrus seeks a proven Account Executive to drive market share in the US, focusing on cloud financial management for family offices. You will report to the CEO & Growth team and own end-to-end sales from lead generation to close in New York, NY.

Responsibilities include identifying client needs, presenting the platform’s value, delivering product demos, and collaborating with marketing and product teams to optimize the sales process.

Qualifications

• 3-5 years working within the financial technology industry.
• Strong understanding of financial operations and challenges faced by multi-entity businesses.
• Ability to build and maintain relationships with a diverse range of clients.
• Strong communication, presentation and interpersonal skills.
• A passion for technology and a deep desire to help businesses succeed.
• Previous experience working within a family office is a plus.

Responsibilities

• Identifying and engaging with potential clients to understand their needs and challenges.
• Effectively communicating the value proposition of the platform to prospective clients.
• Conducting product demonstrations and presentations to demonstrate the capabilities and benefits of the platform.
• Developing and maintaining a robust sales pipeline - managing leads from initial contact through to closing.
• Collaborating with the marketing & product teams to ensure alignment and optimisation of the sales process.
• Achieving and exceeding sales targets & performance metrics.
• Shaping the development of the platform, providing feedback to the product team based on client interactions.

Job description

Shaping the future of cloud financial management, our client seeks to become the global standard for financial confidence, offering insights, automation and collaboration. They seek a proven sales specialist to further drive market share and brand recognition across the US.

Family Office SaaS

New York, NY

The Position:

Reporting to the CEO & Growth team directly, the appointed Account Executive will assume responsibility for:

• Identifying and engaging with potential clients to understand their needs and challenges
• Effectively communicating the value proposition of the platform to prospective clients
• Conducting product demonstrations and presentations to demonstrate the capabilities and benefits of the platform
• Developing and maintaining a robust sales pipeline - managing leads from initial contact through to closing
• Collaborating with the marketing & product teams to ensure alignment and optimisation of the sales process
• Achieving and exceeding sales targets & performance metrics
• Shaping the development of the platform, providing feedback to the product team based on client interactions

The Candidate:

Applicants will be expected to demonstrate:

• 3-5 years working within the financial technology industry
• A strong understanding of financial operations and challenges faced by multi-entity businesses
• Ability to build & maintain relationships with a diverse range of clients
• Strong communication, presentation and interpersonal skills
• A passion for technology and a deep desire to help businesses succeed
• Previous experience working within a family office is

The Company:

Through the use of an intuitive, enterprise-grade software alongside expertise, our client's mission is to empower family offices to achieve financial excellence by simplifying complex wealth management, accounting, foster transparency alongside ensuring strict data security.

They are dedicated to continuous innovation and providing unwavering support for their clients' wealth preservation & growth.

• Competitive Salary + Bonus
• Generous Employee Equity Plan
• Frequent Company Off-sites and Team-building Events