[Remote] Enterprise Account Executive

Note: The job is a remote job and is open to candidates in USA. InvestCloud, a global leader in wealth technology, is seeking an Enterprise Account Executive responsible for driving new APL business acquisition and expanding revenue within assigned accounts. This role involves direct sales efforts, cross-functional collaboration, and building long-term relationships with clients to support sustained sales performance and business growth.ResponsibilitiesTarget potential leads and pursuits, and select the most effective sales strategies and approachesDrive new business acquisition through direct sales activity, including cross-sell and up-sell programsBuild and manage pipeline through lead generation, prospect nurturing, prioritization, and reportingEducate clients on the value of InvestCloud’s technology capabilities and industry expertiseLeverage financial services and industry knowledge to create demand and present compelling purchase rationalesPartner with internal pursuit teams to help shape, position, and close dealsEstablish and grow executive-level relationships with prospective and existing clientsShare industry, deal, and sales best practices across the sales organizationMentor and coach other account executives and associates, as neededManage demand generation efforts and quickly qualify opportunitiesDevelop and execute account strategies and sales plans to achieve revenue goals and individual quotaSkills10–15 years of solution-selling experience within financial technologyExperience selling deals of approximately $2M+ ACVConsistent track record of meeting and/or exceeding annual sales quotaDemonstrated annual close rate of approximately 33%Deep understanding of a Financial Advisor's day-to-day business activities and pain pointsDeep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and BanksProven ability to establish and grow executive- and C-level relationshipsExperience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&CStrong value-based selling skills, including both point-solution and platform-selling expertiseDemonstrated strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, executive credibility, negotiation, consultative selling, relationship building, appointment setting, and value creationDemonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeedPrior experience selling wealth or asset management technology to tier 1 firmsBachelor's degree from a four-year college or university, or an equivalent combination of education and experienceExcellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organizationHigh-energy, creative, team-oriented approach with a passion for building businesses and brandsAbility to thrive in a fast-paced environment and adapt quickly while solving problems effectivelyBenefitsMedical/RxDentalVisionDisabilityLife/AD&D insurance plansFlexible Savings Account (FSA)Health Savings Account (HSA)Employee Assistance Plan (EAP)Health advocacyVoluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)401(k) retirement savings plan with company matchPaid time offCompany OverviewInvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. It was founded in 2010, and is headquartered in West Hollywood, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.investcloud.com.