Strategic Enterprise Account Executive, Wealth Tech

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

Job summary

InvestCloud, a global wealth technology leader, is seeking an Enterprise Account Executive to drive new logo acquisition and expand revenue within strategic accounts across Digital Wealth, APL, and Altic. You will hunt, qualify, and close six- and seven-figure opportunities while collaborating with Marketing, Sales Engineering, Product, and Account Management.

The ideal candidate thrives in a fast-moving SaaS environment, builds executive relationships, and navigates complex multi-stakeholder

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 and banks.
• Proven ability to establish and grow executive- and C-level relationships.
• Strong pipeline generation and self-sourced opportunities.
• 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 individual quota.
• Drive net-new business acquisition through direct sales activity, including outbound prospecting and new-logo sales.
• Build and manage a predictable pipeline with self-sourced leads and disciplined forecasting.
• Qualify leads, determine strategic sales approaches, and educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic.
• Establish executive-level relationships and navigate multi-stakeholder buying groups to close deals.

Skills

Enterprise sales

New-logo hunting

Executive relationships

Financial services knowledge

Cross-functional collaboration

Negotiation

Solution selling

Quota attainment

Education

Bachelor's degree

Job description

InvestCloud, a global wealth technology leader, is seeking an Enterprise Account Executive to drive new logo acquisition and expand revenue within strategic accounts across Digital Wealth, APL, and Altic. You will hunt, qualify, and close six- and seven-figure opportunities while collaborating with Marketing, Sales Engineering, Product, and Account Management.

The ideal candidate thrives in a fast-moving SaaS environment, builds executive relationships, and navigates complex multi-stakeholder