Note: The job is a remote job and is open to candidates in USA. InvestCloud, a global leader in wealth technology, is seeking an Enterprise Account Executive responsible for driving new APL business acquisition and expanding revenue within assigned accounts. This role involves direct sales efforts, cross-functional collaboration, and building long-term relationships with clients to support sustained sales performance and business growth.
Responsibilities
- Target potential leads and pursuits, and select the most effective sales strategies and approaches
- Drive new business acquisition through direct sales activity, including cross-sell and up-sell programs
- Build and manage pipeline through lead generation, prospect nurturing, prioritization, and reporting
- Educate clients on the value of InvestCloud’s technology capabilities and industry expertise
- Leverage financial services and industry knowledge to create demand and present compelling purchase rationales
- Partner with internal pursuit teams to help shape, position, and close deals
- Establish and grow executive-level relationships with prospective and existing clients
- Share industry, deal, and sales best practices across the sales organization
- Mentor and coach other account executives and associates, as needed
- Manage demand generation efforts and quickly qualify opportunities
- Develop and execute account strategies and sales plans to achieve revenue goals and individual quota
Skills
- 10–15 years of solution-selling experience within financial technology
- Experience selling deals of approximately $2M+ ACV
- Consistent track record of meeting and/or exceeding annual sales quota
- Demonstrated annual close rate of approximately 33%
- Deep understanding of a Financial Advisor's day-to-day business activities and pain points
- Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks
- Proven ability to establish and grow executive- and C-level relationships
- Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C
- Strong value-based selling skills, including both point-solution and platform-selling expertise
- Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation
- Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed
- Prior experience selling wealth or asset management technology to tier 1 firms
- Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience
- Excellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organization
- High-energy, creative, team-oriented approach with a passion for building businesses and brands
- Ability to thrive in a fast-paced environment and adapt quickly while solving problems effectively
Benefits
- Medical/Rx
- Dental
- Vision
- Disability
- Life/AD&D insurance plans
- Flexible Savings Account (FSA)
- Health Savings Account (HSA)
- Employee Assistance Plan (EAP)
- Health advocacy
- Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
- 401(k) retirement savings plan with company match
- Paid time off
Company Overview
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. It was founded in 2010, and is headquartered in West Hollywood, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.investcloud.com.