Fidelity Investments

Account Executive

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $90,000 - $204,000 per year

About the role

  • Efficiently qualifying leads to ensure focus on high potential opportunities, using consultative approach to understand their needs and pain points
  • Drive the sales process from initial contact to deal closure, negotiating terms and overcoming objections to meet or exceed sales targets
  • Conduct compelling sales presentations and product demonstrations that effectively communicate the value prop of our solutions/services, tailored to the specific needs of each prospect
  • Maintain consistent follow-up with prospects to keep them engaged throughout the sales cycle, building trust and fostering relationships that lead to successful deal closures
  • Regularly update and maintain accurate records of all client interactions, sales activities, and pipeline data in our CRM system to ensure effective tracking and reporting
  • Proactively identify and engage potential clients within the private markets with targeted outreach

Requirements

  • Bachelor's Degree
  • 3-5 years in B2B sales, preferably within the fintech or SaaS industry
  • Strong understanding of equity management, cap tables, and equity management preferred
  • Experience managing full deal lifecycle; prospecting, managing pipeline, and closing deals
  • Excellent communication, negotiation, and presentation skills
  • Goal-oriented with a track record of meeting or exceeding targets
  • Ability to work independently and as part of a team in fast paced environment
  • Proficient in using CRM software and Microsoft Office
Benefits
  • 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B salesequity managementcap tablesdeal lifecycle managementprospectingpipeline managementclosing deals
Soft Skills
communicationnegotiationpresentationgoal-orientedindependent workteam collaborationrelationship building
Certifications
Bachelor's Degree