Account Executive, Equity Management

insightsoftware

Direct Sales Account Executive for insightsoftware focusing on Equity Management solutions. Developing and managing sales for pre-IPO, emerging growth, and public companies in a remote capacity.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $124,000 - $156,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing sales plans, managing complex B2B sales cycles, and exceeding revenue quotas. Proficient in consultative sales methodologies and maintaining strong relationships with stakeholders in the equity management industry.

Highest-signal resume keywords

Software Sales ExperienceEquity Management Industry ExperienceComplex B2B Sales CyclesConsultative Sales MethodologiesPipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningQuota AchievementProspectingClosing Sales OpportunitiesActivity PlanningGoal SettingForecastingSales Pipeline ManagementMEDDICSPIN

Soft Skills

Excellent CommunicationHigh Accountability MindsetMotivationUrgencyAbility to Learn Quickly

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in SalesBachelor’s Degree in Marketing

Industry Keywords

Emerging Growth CompaniesPre-IPO CompaniesSmall- to Mid-Cap Public CompaniesCenters of InfluenceReferral Pipeline

About the role

Key responsibilities & impact

Develop sales plans and exceed sales goals through prospecting, qualifying, managing, and closing sales opportunities
Develop and execute territory sales plans focused on new logo pre-IPO, emerging growth, and small- to mid-cap public company prospects
Develop and manage sales pipeline to exceed monthly, quarterly, and annual revenue quotas
Uncover and partner with centers of influence in the equity management industry to drive referral pipeline opportunities through appropriate partners.
Use a consultative approach to diagnose our customer’s needs with structured sales methodologies such as MEDDIC, MEDDPICC, Challenger, SPIN, or equivalent.
Remain knowledgeable of company products and target industries to facilitate sales efforts
Have excellent communication with management, customers, and support staff and are comfortable engaging with executives, product, engineering, data, analytics, and technical stakeholders

Requirements

What you’ll need

Bachelor’s degree in business, sales, marketing or a related field or equivalent experience
3+ years of software sales experience required; Equity Management industry experience preferred
Proven track record of over-achieving quota year-over-year by managing and closing complex enterprise sales cycles involving multiple stakeholders
Experience managing and closing complex B2B sales-cycles
Hunter mentality w/ ability to thrive fast-paced environment with a high level of motivation, urgency, and ability to learn quickly
A disciplined approach to daily activity planning, setting goals, and achieving results
High accountability mindset with a disciplined approach to activity planning, pipeline management, forecasting, goal setting, and execution.

Benefits

Comp & perks

All your information will be kept confidential according to EEO guidelines.
Background checks are required for employment with insightsoftware, where permitted by country, state/province.
We are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.
We are proud to be an equal opportunity workplace.