Sales Executive – Wealth Management Software

Role Overview

• Serve as a domain expert, thoroughly understanding the business needs of financial professionals and clearly demonstrating how the Zephyr Platform, PSN data, and Zephyr API solve client challenges and create value.
• Maintain in-depth knowledge of Zephyr’s portfolio analysis tools, performance reporting features, and cloud-based technology, including how they support financial decision-making and client relationship management.
• Develop and expand the sales pipeline through proactive prospecting, outreach, and leveraging existing industry contacts within the financial services sector.
• Adhere to Zephyr’s structured sales process, including following set timelines, collaborating with internal stakeholders, and maintaining detailed records of all client interactions in Salesforce.
• Create and implement strategic sales plans aimed at engaging non-client prospects, with a focus on connecting with senior executive decision-makers within the financial advisory and wealth management industries.
• Design and execute a comprehensive sales strategy, collaborating with teams across business disciplines, including marketing and product management, to maximize sales effectiveness and revenue generation.
• Consistently meet assigned sales targets for profitable revenue growth.
• Maintain and manage a robust sales pipeline in Salesforce to ensure accurate forecasting within a margin of +/
• 20%.
• Collaborate closely with Product Management and Senior Business Management to deliver competitive, tailored solutions that meet the evolving needs of financial professionals.

Requirements

• Minimum of 4 years of experience in sales, with a proven track record of new business results and consistent achievement and exceeding of significant sales goals
• Extensive experience in direct sales to the investment or financial services industry, particularly in SaaS solutions, data feeds, and APIs
• Demonstrated expertise in selling financial technology solutions, including Fintech platforms, to diverse client bases such as financial advisors, asset managers, and institutional investors
• Proven ability to design and execute strategic sales plans targeting senior executive decision-makers
• Experience working effectively both collaboratively in team environments and independently with minimal supervision
• Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, along with CRM systems such as Salesforce
• BS/BA from an accredited college or university; advanced degree preferred.

Tech Stack

• Cloud

Benefits

• Great community : a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
• Broader impact : take up to four days per year to volunteer, with charity match funding available too
• Career opportunity : the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves
• Time out : 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
• Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
• Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
• Recognition for great work, with global awards and kudos programs
• As an international company, the chance to collaborate with teams around the world