InvestCloud, Inc.

Account Executive

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota
• Drive net-new business acquisition through outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set
• Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management
• Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach
• Educate prospects on InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic
• Leverage financial services and industry knowledge to create demand, shape purchase rationales, and establish business value
• Partner with Sales Engineering/Pre-Sales, Product, Marketing, Account Management, and internal pursuit teams to shape, position, and close deals
• Establish and grow executive-level relationships with prospective clients and maintain strategic relationships with existing clients
• Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts
• Develop winning close plans with effective negotiation strategies
• Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects
• Share industry, deal, and sales best practices across the sales organization

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