Senior Account Executive

IC Office US New York, 810 7th Avenue, Floor 24, New York, NY 10019, USA.

The Senior Account Executive will formulate and execute a strategy to enhance business growth. This role works in partnership with Marketing, Sales Engineering, Product and Account Management, therefore cross-company engagement and orchestration is critical. The candidate will be a high-impact individual capable of driving outstanding business results & first-class sales results. This position is responsible to drive new Digital Wealth business acquisition through direct channels, including cross-sell and up-sell programs to meet the growth objectives of the company.

The candidate will possess skills and experience with strong emphasis on lead generation and pipeline creation, along with prospect nurturing, lead prioritization and reporting used to refine marketing programs. The ideal candidate’s disposition is results-driven but with a focus on building relationships and developing to continually improve sales performance. This role is fully responsible for generating revenue and achieving individual sales quota.

Develops sales strategy and implements plans for the assigned accounts to achieve sales objectives.

A great Senior Account Executive is a product sales expert working towards a broader knowledge of the complete enterprise value proposition. They are responsible for promoting and selling Digital Wealth to potential clients and existing clients. A strong Senior Account Executive builds and maintains key relationships with leaders across various areas of the organization, build pipeline, and closes deals.

• Create forecasts and develop a predictable funnel of sales qualified leads that ultimately result in revenue.
• Build and close a pipeline of Digital Wealth business to drive new recurring revenue across Invest Cloud’s solution set for both existing clients and new prospects in North America.
• Execute sales strategies that represent best in class enterprise SAAS sales skillsets.
• Ensure adherence to Invest Cloud internal processes to close quality deals approved by product, delivery, infrastructure and support, finance and legal through PIM and Deal Desk processes.
• Contribute as sales process participant per the 3x3 persona coverage approach and contribute to product roadmap planning through product road mapping process.
• Assist with internal escalations on behalf of sales team and clients as needed.
• Demonstrate prospecting, pipeline and activity objectives and monitoring via regular business reviews and Hubspot.
• Provide weekly forecasting through Hubspot.
• Deal Submission for Product, delivery and infrastructure approval: PIM and deal submission for finance and legal signoff:
  Deal Hub.
• Contribute as determined by leadership to sales team trainings and deal reviews.
• Contribute to new sales representative onboarding program to be led by HR, Sales Ops and Sales / Sales Engineering leadership.

• 5-10 years of consultative solution selling sales experience within financial technology.
• Sold approximately $1M+ ACV deals.
• Track record of meeting and or exceeding yearly quota.
• Target close rate of 30% annually.
• Deep understanding of a Financial Advisor’s day to day business activities and pain points.
• Deep understanding of Financial Services industry including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks.
• Ability to establish C-level and executive relationships.
• Experience selling against wealth management competitors (Internal IT, Envestnet, SS&C).
• Value proposition selling skills (point and platform solution selling expertise).

Financial business acumen, executive relational, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relational partnering, appointment getting, value creation.

Competitive, risk‑taking, accountable, adaptable, teamwork‑oriented, motivated, results‑oriented, solution oriented, driven to succeed.