Teams at InvestCloud, Inc.

Quota-carrying enterprise sales role selling InvestClouds Digital Wealth solutions. Build pipeline, source new business, expand accounts via cross-sell/up-sell, develop executive relationships, and close six- to seven-figure deals. Partner with Sales Engineering, Product, and Account Management; mentor peers and drive demand generation and forecasting.

Serve as a trusted advisor managing a portfolio of financial services clients to drive satisfaction, retention, renewals, and revenue growth. Lead onboarding, implementation, strategic account planning, needs assessments, contract renewals, and performance monitoring while collaborating with delivery, product, and internal teams.