Sales Executive
Core
Identify and close new business opportunities for a front-to-back investment management platform serving asset management firms.
Role type
Senior IC enterprise software sales executive
Builds
Cloud-native platform unifying Accounting, OMS, Client Engagement, Performance, and Reporting for asset managers
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 deal orchestration
Preferred skills
SaaS platform sales, alternative investment firms experience, multi-asset manager experience
Technologies
Salesforce, ChatGPT
Responsibilities
Lead business development by selling the platform to named accounts; drive new business sales from prospecting to close; establish trust with C-suite decision-makers; orchestrate pre-sales, marketing, and support teams; manage pipeline and forecasting; travel ~33% for in-person client cultivation
Seniority
Senior, quota-carrying IC