Job summary
Job post source
This job is directly from InvestCloud, Inc.
Job overview
The Senior Account Executive at InvestCloud will drive business growth through strategic sales efforts, focusing on Digital Wealth solutions and building key client relationships.
Responsibilities and impact
Daily tasks include generating leads, closing sales, executing sales strategies, and collaborating with various internal teams to ensure successful deal closures.
Compensation and benefits
The salary range for this position is $100,000 - $150,000, with potential adjustments based on experience and geographic location.
Experience and skills
Candidates should have 5-10 years of consultative solution selling experience in financial technology, with a strong track record of meeting sales quotas and establishing executive relationships.
Career development
Opportunities for professional growth include contributing to sales training programs and participating in product roadmap planning.
Work environment and culture
InvestCloud values client connection, human-centered approaches, technology innovation, respect, integrity, and excellence in its work culture.
Company information
InvestCloud is a global leader in wealth technology, serving a diverse client base and recognized for its commitment to innovation and client success, including being named a CNBC World’s Top Fintech Company in 2024.
Team overview
The specific team dynamics and size are not detailed, but collaboration with marketing, product, and account management teams is emphasized.
Job location and travel
The position is based in the United States, with a focus on clients in North America.
Application process
Details on the application process, including necessary documentation and deadlines, are not provided in the description.
Unique job features
This role offers the chance to work on innovative digital wealth solutions and engage with high-level clients in the financial industry.
Company overview
InvestCloud, Inc. specializes in digital platforms for financial services, offering cloud-based solutions for wealth management, asset management, and financial planning. They generate revenue through subscription fees for their software-as-a-service (SaaS) products, which enhance client engagement, data analytics, and operational efficiency. Founded in 2010, InvestCloud has grown rapidly, acquiring several companies to expand its capabilities and market reach. Their innovative approach combines cutting-edge technology with user-friendly design, making them a leader in the fintech industry.
How to land this job
Position your resume to showcase your consultative solution selling experience within financial technology, emphasizing your track record of meeting or exceeding sales quotas and closing significant deals.
Highlight your expertise in lead generation, pipeline creation, and prospect nurturing, as these are crucial skills for the Senior Account Executive role at InvestCloud, Inc.
Apply through various platforms such as InvestCloud's corporate site, LinkedIn, and other job boards to maximize your visibility and increase your chances of landing an interview.
Network with professionals in the sales division at InvestCloud, Inc. on LinkedIn; potential ice breakers could include asking about their experience with specific sales strategies or expressing interest in their recent projects.
Optimize your resume for ATS by incorporating relevant keywords from the job description, such as 'digital wealth,' 'sales strategy,' and 'financial technology,' to ensure it passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to efficiently manage your applications, ensuring your resume is tailored for each submission and that you are applying through the most effective channels.
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