Account Executive - Core (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: New York, NY, United States; 40–50% travel expected for industry events, conferences, and prospect meetings. Applicants must be legally authorized to work in the United States without current or future visa sponsorship and must be authorized to begin work in the U.S. on the first day.
Base salary: $108,000–$120,000 USD per year, plus bonus, equity, and benefits.
Company
is a global data and AI platform that helps investment professionals manage portfolio, market, and client data and generate actionable insights for investment and client workflows.
What you will do
- Develop and execute territory plans for RIAs, family offices, multi-family offices, and private banks.
- Own the full sales cycle from prospecting and discovery through product demonstrations, proposals, negotiations, and closing.
- Build pipeline through outbound outreach, referrals, events, and inbound lead follow-up.
- Present ’s platform in relation to each prospect’s operational challenges and engage VP- and C-suite-level decision-makers.
- Maintain accurate pipeline data and forecasts in Salesforce.
- Partner with Pre-sales and Client Success on handoffs and onboarding, while representing at events and prospect meetings.
Requirements
- 4+ years of software or SaaS sales experience with a record of meeting or exceeding quota.
- Experience selling to the wealth management or financial services industry, including familiarity with RIA and family office models.
- Ability to manage a structured, end-to-end sales process and engage VP- and C-suite stakeholders.
- Hands-on Salesforce experience for pipeline and activity management.
- Strong written, verbal, presentation, organizational, and communication skills.
- Bachelor’s degree and proficiency with web conferencing tools such as Zoom and Teams.
Nice to have
- Intellectual curiosity about fintech and wealth management.
- Coachability, a growth mindset, competitive drive, and a collaborative team-first attitude.
Culture & Benefits
- Values include ownership, collaboration, client focus, innovation, and continuous learning.
- Compensation includes base salary, bonus, equity, and benefits.
- promotes an inclusive workplace and provides reasonable accommodations for candidates and employees with disabilities.
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