Sales Executive
Position Overview
We are seeking a proven enterprise sales executive to join our growing sales team. The right candidate will be highly driven, energetic, focused and passionate about growing our client base. Individuals will work in a team environment and will be responsible for identifying and developing sales opportunities, setting and executing sales strategy and managing all aspects of the sales cycle to exceed assigned sales targets.
Responsibilities:
Responsible for the sale of InvestCloud’s solutions and services to investment managers including RIA’s, Family offices, hedge funds, institutional asset management firms, pension funds, broker/dealers and investment banks with assets greater than 50b AUM
Identify and qualify new prospective firms
Communicate the value proposition and return on Investment (ROI) to prospective clients.
Manage the sale process: prospect, generate leads, qualify opportunities and "quarterback" the team to position InvestCloud’s solutions to solve the business challenges.
Be able to understand and influence the prospective clients’ decision-making process.
Perform sales presentations and demonstrations to position the InvestCloud Platform to address identified needs.
Prioritize and communicate prospective client requirements and product enhancements to the management team.
Achieve/exceed sales objectives and quotas through the expansion and growth of business relationships with new clients using a consultative and process-driven approach.
What We Look For
A great listener
A great team player
Someone with strong interpersonal skills and a desire to work with others
Excellent negotiation and communication skills
Strong organizational, process and time management skills
Willing to work across multiple time zones
Self starter and autonomous worker
Skills and Requirements:
Proven track record selling investment management technology to large and midsized financial services companies
Understanding of the investment management process including client servicing, portfolio management, trading, risk and analytics, and accounting systems.
4+ years’ experience is in the financial or capital markets.
Proven track record in sales and problem-solving.
Proven presentation, business writing, and oral communication skills