Account Executive
Great Gray Trust Company
full-time
Posted on:
Location Type: Hybrid
Location: Aliso Viejo • California, Nevada • 🇺🇸 United States
Visit company websiteSalary
💰 $90,000 - $125,000 per year
Job Level
Mid-LevelSenior
About the role
- Own the full sales cycle—from prospecting and initial outreach through qualification, discovery, solution positioning, and close.
- Develop and execute outbound prospecting strategies across email, phone, and social channels to build a strong pipeline of qualified opportunities.
- Respond to and qualify inbound leads, conducting tailored discovery conversations to understand prospect needs and align RPAG’s solutions.
- Clearly communicate the value of RPAG’s platform and services to a range of stakeholders and decision-makers.
- Manage and maintain accurate CRM records, ensuring all activities, forecasts, and deal stages are up to date and reliable.
- Partner with marketing on targeted campaigns, providing insights into messaging, audience segmentation, and follow-up strategies.
- Engage with leads generated from webinars, industry events, conferences, and partner channels, advancing them through the sales process.
- Provide regular feedback to leadership on market trends, competitor insights, lead quality, and overall pipeline health.
- Conduct research on target markets, identify new business opportunities, and develop tailored outreach strategies to penetrate key segments.
- Represent RPAG and Great Gray with professionalism and credibility in client meetings, presentations, demos, and industry events.
- Collaborate with internal teams (product, operations, client success) to ensure smooth handoff and long-term client satisfaction.
Requirements
- Bachelor’s degree and 2–5 years of quota-carrying sales experience, preferably in financial services, fintech, retirement services, asset/investment management, or related markets.
- Proven track record of meeting or exceeding sales targets in a consultative, solution-based selling environment.
- Strong discovery, communication, and presentation skills with the ability to influence decision-makers.
- Experience with CRM platforms such as Salesforce and familiarity with sales engagement or prospecting tools.
- Knowledge of the retirement or financial services industry is a plus.
- Strong organizational skills and attention to detail.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
- Comfortable navigating ambiguity.
- Entrepreneurial mindset to bring best practice ideas to the team.
- Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative.
Benefits
- Be an integral part of an early-stage, high-growth organization!
- Hybrid work environment
- Competitive compensation package including 401(k) with elective and non-elective match opportunities
- Lifestyle spending allowance program
- Medical, Dental, Vision Insurance
- Employer-paid life and disability insurance
- Generous paid time off program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencequota-carrying salesconsultative sellingsolution-based sellingdiscovery skillspresentation skillsinfluence skillsorganizational skillsattention to detail
Soft skills
communicationentrepreneurial mindsetability to thrive in fast-paced environmentmanage multiple prioritiesnavigate ambiguitycollaborative