Account Executive, Large Enterprise, Global Technology Sales
Gartner
Account Executive – Financial Services
Ncontracts
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $120,000 per year
Job Level
Mid-LevelSenior
Tech Stack
SFDC
About the role
- Identify new opportunities and proactively develop leads within the compliance and risk management functional area of financial services companies
- Lead well-informed and consultative meetings with senior level executives at financial services companies
- Develop and execute strategies to grow a pipeline of deals within a territory
- Manage qualified opportunities through all stages of the funnel from sell-in to contracting and onboarding
- Demonstrate exceptional CRM (Salesforce.com, Gong, etc.) hygiene to provide up to date and accurate ongoing forecasts
- Set initiatives for yourself along with your Business Development Representative
- Prepare sales proposals, using independent judgment and discretion
- Set and conduct in-person meetings with VP and C-level executives
- Grow revenue within new and existing accounts by identifying sales opportunities
- Consistently achieve or exceed the target sales projections
- Demonstrate our core values in how you work
Requirements
- 5+ years of software sales experience specifically selling to Wealth Management firms, RIAs, broker-dealers, and Fintech companies
- Excellent verbal and written communication skills, particularly with sales messaging
- Proven ability to effectively make outbound cold calls to prospects and existing customers
- Experience selling into or providing services to financial institutions and/or services companies
- Experience selling SaaS software solutions
- Domain experience with GRC (Governance, Risk and Compliance) software, third-party risk, and/or related fields
- Experience in utilizing salesforce.com (CRM) to track sales progress for deals through the pipeline
- Ability to travel as needed
- Use of independent judgment and discretion
- Experience presenting to C- level executives in a consultative selling approach
- Bachelor’s Degree; SaaS, Finance, Economics, or related field preferred
Benefits
- Responsible PTO Plan that meets or exceeds state and local medical and family leave laws
- 11 paid holidays
- Community and social events to keep you connected and engaged
- Mental Health Benefits
- Medical, Dental and Vision insurance
- Company-paid Group Life Insurance, Short- and Long-Term Disability
- Flexible Spending Account & Health Savings Account
- Aflac Benefits – Critical Illness, Cancer Protection, & Hospital Choice
- Pet Insurance
- 401 (k) with company match with eligibility on Day 1 of employment
- 2 Paid Volunteer Time Off Days
- And much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
software salesSaaS solutionssales proposalsoutbound cold callingsales forecastingconsultative sellingpipeline managementGRC softwarethird-party risk
Soft skills
verbal communicationwritten communicationindependent judgmentdiscretionconsultative approach
