Sales Executive
Core
Identify and close new business opportunities for a front-to-back system of record for investment managers, unifying data across Accounting, OMS, Client Engagement, Performance, and Reporting.
Role type
Enterprise software sales executive (asset management)
Builds
New business revenue for a cloud-native platform in the asset management industry
Domain
Financial services / Asset management / SaaS
Required skills
Enterprise software sales, consultative selling, C-suite relationship building, Salesforce pipeline management, asset management industry knowledge, cross-functional orchestration
Preferred skills
SaaS sales experience, alternative investment firm experience, multi-asset manager experience
Technologies
Salesforce, ChatGPT
Responsibilities
Lead business development efforts by selling the platform to named accounts; Drive new business sales from prospecting through close; Establish trust with C-suite decision-makers; Maintain and manage a robust pipeline in Salesforce; Travel regularly to cultivate in-person relationships
Seniority
Mid-Senior level, quota-carrying IC