SMB B2B Account Executive (Remote)

TrendSpider; Chicago (IL); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company in the trading and investment sector seeks a results-driven SMB B2B Account Executive in Chicago. This role entails building a client base by engaging with financial professionals, conducting market research, and demonstrating trading software features. Ideal candidates will have a solid background in sales and a strong grasp of trading principles. Key responsibilities include outreach, product demonstrations, and achieving sales targets, making this position vital to the company's growth.

Qualifications

• Proven experience in sales, preferably in financial services or trading software.
• Strong understanding of trading principles and related tools.
• Excellent communication and presentation skills.

Responsibilities

• Conduct in-depth market research to identify potential clients.
• Initiate contact with potential clients through various outreach methods.
• Perform product demonstrations with the Customer Success team.

Skills

Sales

Communication

Negotiation

Research

Analytical Skills

Education

Bachelor's degree in Finance, Business, or a related field

Job description

SMB B2B Account Executive

We are seeking a results-driven Small & Medium BusinessB2B Account Executive with a strong understanding of the trading and investment industry to join our team.

This role involves building and expanding our client base by targeting small RIAs, hedge funds, wealth managers, ETF operators, and other financial professionals.

The ideal candidate will be skilled in research, lead generation, and sales, with a deep knowledge of trading platforms and the financial market.

Key Responsibilities:

• Research and Target Identification: Conduct in-depth market research to identify potential clients including small-to-medium sized RIAs, hedge funds, wealth managers, financial advisors, ETF operators, and other financial professionals.

• Outreach and Engagement: Initiate contact with potential clients through cold calls, emails, LinkedIn messages and other social media to introduce our trading platform and its benefits.

• Product Demonstration: Partner with the Customer Success team to perform detailed product demonstrations, highlighting key features and functionalities tailored to the client's specific needs.

• Pipeline Management: Maintain a robust pipeline of leads and prospects, systematically tracking progress and follow-ups. Keep the CRM system up to date at all times.

• Client Education: Educate potential clients on the advantages of our platform, focusing on how it levels the playing field for investors by providing access to a wide range of alternative and traditional market data and a full suite of advanced trading tools and technologies.

• Feedback Collection: Gather feedback from potential clients to inform product improvement and development.

• Achievement of Sales Targets: Meet and exceed assigned sales targets, contributing to the company's revenue goals.

Requirements:

• Proven experience in sales, preferably within the financial services or trading software industry.

• Strong understanding of trading principles and familiarity with the tools and technologies used in the trading sector.

• Excellent communication, negotiation, and presentation skills.

• Ability to conduct research and analyze market trends to identify new sales opportunities.

• Demonstrated ability to perform product demonstrations and explain complex features in a comprehensible manner.

• Self-motivated with a results-driven approach.

• Team player with the ability to coordinate with internal teams to facilitate sales processes.

• Bachelor's degree in Finance, Business, or a related field is preferred.

To Apply

Please answer the following questions in your cover letter and e-mail to [e-mail]. Walk ins and phone calls are not accepted, the only way to apply is via this e-mail address.

1. Tell us about a recent customer facing sales role you worked in. What was the most difficult sale or deal you handled? What happened and how did it turn out?
2. What kind of experience do you have with trading? What kind of experience with technical analysis?
3. Do you trade for yourself? If so, what is your trading style? What kind of indicators or analysis techniques do you use and why?
4. What is a Japanese candlestick and why is it useful for traders?
5. What trading software or brokerage do you personally use?
6. Do you consider yourself an extravert or an introvert?