Account Executive
With Intelligence
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 - $87,500 per year
Job Level
Junior
About the role
- Identify and engage prospective clients within the asset management and alternatives space. Utilize a consultative approach to understand their needs and present tailored solutions.
- Foster strong relationships with clients and industry professionals, acting as a trusted advisor to guide them in maximizing the value of our CRM.
- Stay informed about industry trends, competitor offerings, and client needs to effectively position Foliometrics in the market.
- Work closely with marketing, product, and customer success teams to align strategies and ensure seamless customer experiences.
- Maintain accurate records of sales activities, forecast opportunities, and track performance against targets using our CRM system.
- Engage in ongoing learning and skill development to enhance personal performance and contribute to team success.
Requirements
- Minimum of 1 year of experience in CRM sales, preferably selling related solutions in the financial services or asset management industry.
- Demonstrated success in meeting or exceeding sales targets and driving revenue growth.
- Exceptional communication and relationship-building skills, with a knack for engaging stakeholders at all levels.
- Ability to thrive in a fast-paced environment, adapting strategies as needed to meet evolving client needs and market conditions.
- Willingness to collaborate with colleagues across departments, sharing insights and supporting collective goals.
- Self-motivated and driven, with a passion for helping clients succeed and a desire to contribute positively to the team culture.
Benefits
- 24 days PTO and bank holidays
- Uncapped commission
- Enhanced parental leave
- Wellness days and incentives
- Matched 401k
- Health and dental plans
- Birthday day off
- Employee assistance program
- Travel loan scheme
- Charity days
- Breakfast provided in the office
- Social events throughout the year
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
CRM salessales forecastingrevenue growth
Soft skills
communication skillsrelationship-buildingconsultative approachadaptabilitycollaborationself-motivation