Strategic Enterprise Account Executive – Wealth Tech

InvestCloudOct2024; United States; Remote; USD 170,000 - 190,000; Full time

Benefits offered by this job

Medical insurance

401(k) matching

Paid time off

Job summary

InvestCloud is seeking an Enterprise Account Executive to drive new business and expand revenue across Digital Wealth, APL, and Altic. You will hunt new logos, nurture executive relationships, and navigate complex enterprise buying groups to close strategic deals.

The role emphasizes consultative selling, cross-functional collaboration, and a data-driven approach to forecasting. You will partner with Marketing, Sales Engineering, Product, and Account Management to shape opportunities and achieve

Qualifications

• 8-15 years of solution-selling experience within financial tech or comparable SaaS
• Proven ability to close six- and seven-figure enterprise deals
• Strong track record of meeting or exceeding quotas

Responsibilities

• Develop prospect strategies, account plans, and sales plans to achieve revenue goals
• Drive net-new business through outbound and targeted opportunities across InvestCloud's solutions
• Build and manage a predictable, self-sourced pipeline with disciplined forecasting
• Qualify leads and determine effective strategic, consultative sales approaches
• Educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic
• Create demand using industry knowledge and compelling business value
• Partner with pursuit teams, marketing, product, and account management to close deals
• Establish executive relationships with prospective clients and grow existing ones
• Navigate complex sales cycles and multi-stakeholder buy‑in to win opportunities
• Maintain accurate forecasts and a structured funnel of prospects
• Share best practices across the sales organization

Skills

Solution selling

Enterprise sales

Executive relationship mgmt

Forecasting & pipeline

Self-sourced pipeline

Cross-functional collaboration

Negotiation

Strategic account mgmt

Wealth technology knowledge

Education

Bachelor's degree

Tools

CRM systems

Job description

InvestCloud is seeking an Enterprise Account Executive to drive new business and expand revenue across Digital Wealth, APL, and Altic. You will hunt new logos, nurture executive relationships, and navigate complex enterprise buying groups to close strategic deals.

The role emphasizes consultative selling, cross-functional collaboration, and a data-driven approach to forecasting. You will partner with Marketing, Sales Engineering, Product, and Account Management to shape opportunities and achieve