driving new APL business acquisition
expanding revenue within assigned accounts
direct sales efforts, including cross-sell and up-sell opportunities
partner closely with Marketing, Pre-Sales, Product, and Account Management
build pipeline, develop executive relationships, and convert opportunities into revenue
promote and sell APL solutions to both prospective and existing clients
expand InvestCloud’s market presence within targeted industry segments
cultivate trusted relationships with executive and C-suite stakeholders
identify strategic opportunities
create compelling business cases that drive demand and accelerate deal closure
manage pipeline through lead generation, prospect nurturing, prioritization, and reporting
educate clients on the value of InvestCloud’s technology capabilities and industry expertise
leverage financial services and industry knowledge to create demand and present compelling purchase rationales
establish and grow executive-level relationships with prospective and existing clients
mentor and coach other account executives and associates, as needed
develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

10–15 years of solution-selling experience within financial technology
Experience selling deals of approximately $2M+ ACV
Consistent track record of meeting and/or exceeding annual sales quota
Demonstrated annual close rate of approximately 33%
Deep understanding of a Financial Advisor’s day-to-day business activities and pain points
Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks
Proven ability to establish and grow executive
and C-level relationships
Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C
Strong value-based selling skills, including both point-solution and platform-selling expertise
Demonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creation
Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

medical/Rx
dental
vision
disability
life/AD&D insurance plans
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
health advocacy
voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
401(k) retirement savings plan with company match
paid time off

Enterprise Account Executive

Key skills