Enterprise Account Executive

About the Role

The Enterprise Account Executive will formulate and execute a strategy to enhance business growth. This role works in partnership with Marketing, Pre-sales, 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 APL 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. 

What does a great Enterprise Account Executive do? 

A strong Enterprise 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 APL to potential clients and existing clients.  A great Enterprise Account Executive drives efforts to expand and grow enterprise market share and presence in an industry segment through establishment and cultivation of ongoing relationships at the CXO level with existing and prospective clients. 

How you will provide meaningful contributions: 

•  Targets potential leads and pursuits, plans and selects most appropriate sales strategies and approaches.   
•  Educates the client on the merits of InvestCloud’s range of knowledge and technology capabilities and expertise; leverages industry and financial business knowledge to create demand and persuade through the creation and presentation of compelling purchasing rationales.  
•  Assists pursuit team in crafting and positioning deals and closing.  
•  Shares industry, deal, and sales best practice knowledge with sales community.  
•  Expected to mentor and coach other account executives and associates.  
•  Responsible for managing demand and quickly qualifying opportunities. 

Basic Qualifications for Consideration: 

•  10-15 years solution selling sales experience within financial technology. 
•  Sold approximately $2M+ ACV deals. 
•  Track record of meeting and or exceeding yearly quota. 
•  Target close rate of 33% 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). 
•  Demonstrated Sales Competencies: 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. 
•  Other Demonstrated Attributes: Competitive, risk-taking, accountable, adaptable, teamwork-oriented, motivated, results-oriented, solution oriented, driven to succeed. 

Preferred Skills / Experience  

•  Prior sales experience selling Wealth / Asset Management technology to tier 1 firms.  
•  Bachelor’s degree (B.A) from a four-year college or university; or equivalent combination of education and experience. 
•  Excellent verbal and written communication skills; capable of building strong working relationships across all levels of the company, including field teams. 
•  High-energy, creative, team-oriented individual with a passion for building businesses and brands. Thrives in a fast-paced environment with the ability to change-manage and problem-solve. 

About InvestCloud  

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com. 

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data.  The salary may also be adjusted based on the applicant’s geographic location. Salary range:  $150,000 - $200,000

Invest Cloud 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.  

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