Pre-Sales Executive

| Hollywood
Please send resume to [email protected]
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Position Overview

We are seeking a proven Pre-Sales representative to join our growing sales team. The right candidate will be team oriented, energetic, execution focused and passionate about growing our client base. Successful Pre-Sales individuals need to possess excellent technical, communication and organizational skills. You will work with Sales Executives to engage with prospects and clients to assess prospective client requirements, prepare and present demonstrations of the InvestCloud platform, and address technical questions that arise throughout the sales process.

 

Responsibilities

  • Work directly with Sales Executives to position InvestCloud and sell software and services to the investment management community within a given territory.

  • Work with prospects to understand and identify their objectives and needs while aligning our platform where opportunities exist.

  • Drive the discovery process with prospective clients through expertise in the financial markets, technology and software.

  • Configure and perform demonstrations to effectively position InvestCloud to address identified needs.

  • Document and prioritize prospective client requirements /product enhancements so that they can be reviewed and assessed by product management

  • Work on multiple projects simultaneously, adhering to deliverable deadlines.

  • Achieve/exceed sales objectives and quotas through the expansion and growth of business relationships with new clients using a consultative and process-driven approach.


 

Skills and Requirements:

  • Proven track record selling technology platforms directly to financial services companies.

  • Solid understanding of the financial technology landscape including client management, reporting, portfolio management, order management, management, risk and accounting.

  • 4+ years experience in the financial capital markets industry with exposure to and experience with the investment management space.

  • Strong technical comprehension.

  • Ability to analyze complex problems and use a systematic approach to gain resolution.

  • Proactive approach to sales with both the ability to lead as well as work within large and small teams.

  • Superior presentation, business writing, and oral communication skills

 

InvestCloud Cultural Highlights

Check us out on Builtin LA: https://www.builtinla.com/company/investcloud-inc

Check us out on Comparably: https://www.comparably.com/companies/investcloud

Winner of Comparably's Award for Best Leadership Teams 2019, 2020

Winner of Comparably's Award for Best CEOs for Women 2019, 2020

Winner of Comparably's Award for Best Company in Los Angeles 2019, 2020

Winner of Comparably's Award for Employee Happiness 2019

InvestCloud is ranked in the top 5% of companies for Office Culture on Comparably


 

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Read Full Job Description
Please send resume to [email protected]
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • HTMLLanguages
    • CSSLanguages
    • jQueryLibraries
    • AngularJSFrameworks
    • ASP.NETFrameworks
    • SaltFrameworks
    • JenkinsFrameworks
    • XamarinFrameworks
    • OracleDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • CouchDBDatabases
    • SOLRDatabases
    • Google AnalyticsAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • SmartsheetManagement
    • Azure DevOpsManagement

Location

Our office is centrally located in the trendy West Hollywood neighborhood, with lots of restaurants and local coffee shops in walking distance.

An Insider's view of InvestCloud, Inc.

What’s the vibe like in the office?

The first thing you notice about InvestCloud is how passionate and driven everyone is. Companies are successful when their employees are successful and InvestCloud takes the time to make sure everyone is supported. If you're looking for an opportunity to define what fintech is going to look like for the next decade this is the place to be.

Darin

Product Manager

How does the company support your career growth?

InvestCloud offers many career paths. If someone wants to move to another position, there are people willing to hear them, offer them tips on how to achieve their goal, and get the ball rolling for that transition. Also, if you see a need for a role that does not yet exist, you are encouraged to speak up and perhaps fill said role yourself.

Rachel

Front End Developer

What are some social events your company does?

We host a variety of events that help create community! We work with non-profits to hold volunteering events and have an annual company retreat. We have weekly themed Happy Hours where everyone in all departments gets together for drinks, food and games. During WFH, IC continued to encourage community with virtual coffee talks, and a video casts.

Surry

Developer

What are InvestCloud, Inc. Perks + Benefits

Culture
Volunteer in local community
InvestCloud Los Angeles participates in quarterly volunteer opportunities in our local community.
Partners with Nonprofits
InvestCloud partners with Food on Foot to assist the Los Angeles homeless community with food, clothing, and work opportunities. As well as a Patron Sponsor for Circle of Friends Los Angeles.
Friends outside of work
Eat lunch together
Intracompany committees
InvestCloud has a culture of continued learning and collaboration! From weekly intra-department learning teams to bi-monthly all hands meetings celebrating intra-office successes.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
InvestCloud's management team mirrors the vast diversity of our staff. Our Human Resources and Recruitment teams are dedicated to the continuous improvement and support of our diverse staff.
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Dedicated wellness team and resource, as well as weekly wellness meetings focusing on health, diet, exercise, breathe-work, and mental health.
Onsite Gym
Team workouts
From weekly basketball games to company wide burpee challenges InvestCloud employees believe in being healthy together!
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Flexible Work Schedule
InvestCloud provides employees with a flexible work schedule that includes Core hours, Compressed week, Flexible start and end times.
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Happy Hours
InvestCloud offers weekly themed happy hours.
Parking
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
InvestCloud offers employees professional development opportunities like the ability to attend job related conferences and seminars.
Lunch and learns
InvestCloud hosts lunch and learn meetings weekly.
Cross functional training encouraged
Promote from within
Customized development tracks
More Jobs at InvestCloud, Inc.10 open jobs
All Jobs
Dev + Engineer
Project Mgmt
Sales
Project Mgmt
new
Los Angeles
Project Mgmt
new
Los Angeles
Developer
new
Los Angeles
Developer
new
Los Angeles
Sales
new
Hollywood
Developer
new
Los Angeles
Developer
new
Los Angeles
Project Mgmt
new
Los Angeles
Sales
new
Los Angeles
Sales
new
Los Angeles
Please send resume to [email protected]
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView InvestCloud, Inc.'s full profileSee more InvestCloud, Inc. jobs