Sr. Account Executive - Key Accounts
Core
Managing consultative sales cycles for largest RIAs and Multi-Family Offices to drive new annual recurring revenue and multi-year contracts.
Role type
Senior Individual Contributor Key Account Executive (SaaS/Wealth Management)
Builds
Scalable sales strategies and multi-year client contracts for investment professionals
Domain
Financial Technology / Wealth Management
Required skills
SaaS sales, complex multi-stakeholder sales cycles, new logo acquisition, account expansion, executive presence, Salesforce proficiency, deal qualification
Preferred skills
Thought leadership, strategic account planning, stakeholder mapping, market intelligence
Technologies
Salesforce
Responsibilities
Prospect and develop net new relationships within named account lists, execute sales motion with deep account research, identify and engage economic buyers and technical stakeholders, conduct executive business reviews and strategic account planning, build and maintain deep stakeholder maps, partner with Client Success and Pre-sales for upsell/cross-sell opportunities, maintain rigorous pipeline and forecast discipline in Salesforce
Seniority
Senior, hands-on IC