Strategic Enterprise SaaS Sales Exec – Wealth Tech

InvestCloudOct2024; United States; On-site; USD 170,000 - 187,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Paid time off

Flexible Savings Account (FSA)

Health Savings Account (HSA)

Employee Assistance Plan (EAP)

Life/AD&D insurance

Job summary

InvestCloud is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue across Digital Wealth, APL, and Altic. You will identify strategic new-logo opportunities, build executive relationships, and navigate complex enterprise buying groups.

This quota-carrying role requires a consultative, results-driven seller who can self-source pipeline, collaborate with Marketing, Sales Engineering, Product, and Account Management, and convert high-value opportunities into

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, regional banks, asset managers, RIAs, broker-dealers, and other large financial services organizations.
• Proven success selling six- and seven-figure enterprise and strategic deals.
• Strong pipeline generation skills, including experience building self-sourced pipeline and developing new prospective-client opportunities.
• Deep understanding of the financial services industry and wealth technology landscape.
• Proven ability to establish and grow executive- and C-level relationships.

Responsibilities

• Develop 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, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set
• Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management
• Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach for each opportunity
• Educate prospects on the value of InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic
• Leverage financial services and industry knowledge to create demand, shape compelling purchase rationales, and establish business value
• Partner with internal pursuit teams, Sales Engineering / Pre-Sales, Product, Marketing, and Account Management to shape, position, and close deals
• Establish and grow executive-level relationships with prospective clients, while maintaining strategic relationships with existing clients
• Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts, and develop winning close plans with effective negotiation strategies
• Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects
• Share industry, deal, and sales best practices across the sales organization

Skills

Solution selling

Executive relationships

Hunting/lead generation

Pipeline management

Cross-functional collaboration

Forecasting

Negotiation

Financial services knowledge

Education

Bachelor's degree

Tools

CRM systems

Job description

InvestCloud is seeking an Enterprise Account Executive to drive new business acquisition and expand revenue across Digital Wealth, APL, and Altic. You will identify strategic new-logo opportunities, build executive relationships, and navigate complex enterprise buying groups.

This quota-carrying role requires a consultative, results-driven seller who can self-source pipeline, collaborate with Marketing, Sales Engineering, Product, and Account Management, and convert high-value opportunities into