InvestCloud, Inc.

Account Executive

• driving new APL business acquisition
• expanding revenue within assigned accounts
• direct sales efforts, including cross-sell and up-sell opportunities
• partner closely with Marketing, Pre-Sales, Product, and Account Management
• build pipeline, develop executive relationships, and convert opportunities into revenue
• promote and sell APL solutions to both prospective and existing clients
• expand InvestCloud’s market presence within targeted industry segments
• cultivate trusted relationships with executive and C-suite stakeholders
• identify strategic opportunities
• create compelling business cases that drive demand and accelerate deal closure
• manage pipeline through lead generation, prospect nurturing, prioritization, and reporting
• educate clients on the value of InvestCloud’s technology capabilities and industry expertise
• leverage financial services and industry knowledge to create demand and present compelling purchase rationales
• establish and grow executive-level relationships with prospective and existing clients
• mentor and coach other account executives and associates, as needed
• develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

Enterprise Account Executive

Program Manager

• Own end-to-end delivery for a portfolio of APL programs
• Establish and run program governance
• Ensure programs are delivered on time, on budget, and within scope
• Drive cross-team coordination across Professional Services, Product, Engineering, QA, and Operations
• Serve as a senior point of contact and trusted advisor for key APL clients
• Translate client priorities into clear program roadmaps
• Manage executive-level communications
• Implement and enforce delivery controls and governance frameworks
• Oversee release and production support planning
• Partner with Account Management to align on scope and revenue expectations
• Define and continuously improve APL delivery methodologies
• Champion best practices in program management across the APL PS organization
• Mentor project and program managers informally

Enterprise Account Executive

Director, Program Management