Strategic Enterprise Account Executive

InvestCloud, Inc.; United States; On-site; USD 170,000 - 187,000; Full time

Benefits offered by this job

Medical/Rx

Dental

Vision

Disability

Life/AD&D insurance

FSA

HSA

EAP

Health advocacy

Voluntary insurance

401(k) with company match

Paid time off

Job summary

InvestCloud, a global leader in wealth technology, seeks an Enterprise Account Executive to drive new business and expand revenue within assigned accounts across Digital Wealth, APL, and Altic. You will self-source pipeline, build executive relationships, and navigate complex enterprise buying groups to close strategic opportunities.

The ideal candidate combines consultative selling with results‑driven execution, thrives in a fast-paced environment, and can articulate compelling business value

Qualifications

• 8-15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments.
• Experience selling complex solutions into financial institutions including wealth managers, private banks, and asset managers.
• Proven ability to establish and grow executive- and C-level relationships.
• Strong pipeline generation skills and self-sourced pipeline development.
• Demonstrated success selling six- and seven-figure enterprise deals.

Responsibilities

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and quota.
• Drive net-new business through direct sales and targeted cross-sell opportunities across InvestCloud's solutions.
• Build and manage a predictable pipeline with self-sourced leads and disciplined forecast management.
• Navigate complex enterprise sales cycles with multi-stakeholder buyers and senior executives.
• Educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic.

Skills

Solution selling

Consultative selling

Executive relationship management

Multi-stakeholder selling

Forecasting & pipeline discipline

Strategic new logo acquisition

Account planning

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Job description

InvestCloud, a global leader in wealth technology, seeks an Enterprise Account Executive to drive new business and expand revenue within assigned accounts across Digital Wealth, APL, and Altic. You will self-source pipeline, build executive relationships, and navigate complex enterprise buying groups to close strategic opportunities.

The ideal candidate combines consultative selling with results‑driven execution, thrives in a fast-paced environment, and can articulate compelling business value