Senior Account Executive

About the Role

The Senior 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 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.

What does a great Senior Account Executive do?

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.

How you will provide meaningful contributions:

• 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 InvestCloud’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 InvestCloud 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 / Pre-sales leadership.

Basic Qualifications for Consideration:

• 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).

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, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

•  Client Connected
•  Human Centered 
•  Technology Forward
•  Respect + Integrity 
•  Excellence 

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: $100,000 - $150,000

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.

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