Funds Enterprise Account Executive - Remote

Vistra; United States; On-site; USD 140,000 - 210,000; Full time

Job summary

Vistra is seeking an Enterprise Account Manager Funds to drive US fund sales from a remote, East Coast-based position with travel. You will manage high-value accounts, expand opportunities, and coordinate with product, marketing, and onboarding teams to deliver integrated solutions.

The role requires a decade of experience in professional services/financial services sales, knowledge of private assets, offshore funds, and a proven track record of achieving large revenue targets.

Qualifications

• Minimum of 10 years of experience with a professional services firm.
• Background in financial services sales with exposure to Alternative Investments (Private Equity, Real Estate).
• Experience selling Offshore funds services into regulated markets.
• Confident and persuasive communicator who asks great questions.
• Excellent presentation skills.
• Highly self-motivated.
• Solid negotiation skills and proven attainment of large revenue targets.
• Strong knowledge of Private Assets (Real Estate, Infrastructure, Private Debt and Private Equity).
• Ability to communicate and influence with all levels.
• Ability to develop and grow commercial business activity.

Responsibilities

• Foster and maintain meaningful business relationships with assigned Funds accounts.
• Create, identify, and convert expansion ACV opportunities in assigned accounts to cross sell / upsell across all Funds solutions and products.
• Develop and maintain fluency of Private Equity knowledge, common collateral and standards to ensure you meet and exceed customer expectations.
• Develop and execute a strategic plan for overall book of business to ensure targets are met and exceeded, creating individual strategic account plans for priority customers.
• Foster a deep understanding of customer needs and proactively apply product and business knowledge to sell insightful, innovative solutions.
• Utilize Marketing Development Rep to conduct research aiming to better understand the distinct customer profiles within your book of business.
• Tailor messaging and communications to effectively articulate Vistra’s value proposition for each customer profile.
• Leverage Subject Matter Experts to utilize their technical expertise & knowledge to sell insightful, innovative solutions during the time of sale.
• Coordinate with Central ORM team to ensure service delivery team is executing at the local level & stay informed of any issues that need to be raised to EAM.
• Coordinate with Onboarding CRMs to ensure customers receive best in class onboarding process and white glove service to meet their needs throughout the adoption phase. Ensure the EAM remains the face to the customer through approvals.
• Provide advisory expertise to customer to help develop international expansion plans through industry knowledge & client experience

Skills

Organised sales approach

Curiosity and drive

Relationship building

Follow-up discipline

Anticipation of queries

Knowledge sharing

Leading by example

Accountability

Deadline management

Team player

Procedural adherence

Education

University degree in sales or commercial field

Job description

Vistra is seeking an Enterprise Account Manager Funds to drive US fund sales from a remote, East Coast-based position with travel. You will manage high-value accounts, expand opportunities, and coordinate with product, marketing, and onboarding teams to deliver integrated solutions.

The role requires a decade of experience in professional services/financial services sales, knowledge of private assets, offshore funds, and a proven track record of achieving large revenue targets.