Enterprise Account Executive

InvestCloud, Inc.

. Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota .

Posted 10/9/2026full-timeRemote • United StatesSeniorLead💰 $170,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in solution-selling within financial technology and wealth technology, with a strong focus on building executive relationships and navigating complex sales cycles. Proven ability to generate and manage a robust sales pipeline while achieving revenue goals through strategic account management and consultative selling.

Highest-signal resume keywords

Solution-Selling ExperiencePipeline Generation SkillsExecutive Relationship ManagementValue-Based Selling SkillsFinancial Services Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningNegotiationConsultative SellingClosingPresentationTargetingSales Call ExecutionRelationship BuildingAppointment SettingValue Creation

Soft Skills

CompetitivenessAccountabilityAdaptabilityTeamworkMotivation

Tools & Technologies

CRM SoftwareSales Metrics Management

Industry Keywords

Financial TechnologyWealth TechnologySaaSEnterprise SolutionsDigital WealthAsset ManagementPortfolio ManagementPrivate BankingBroker-DealersFinancial Institutions

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

8–15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments
Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other large financial services organizations
Demonstrated success selling six- and seven-figure enterprise and strategic deals
Consistent track record of meeting and/or exceeding annual sales quota
Strong pipeline generation skills, including self-sourced pipeline and new prospective-client development
Deep understanding of the financial services industry and wealth technology landscape
Proven ability to establish and grow executive- and C-level relationships
Experience selling against wealth management competitors and internal alternatives
Strong value-based selling skills, including point-solution and platform-selling expertise
Ability to navigate long sales cycles, matrixed buying groups, and complex institutional decision processes
Strengths in financial business acumen, executive relationship management, competitive selling, persuasion, sales planning, presentation, targeting, sales call execution, closing, negotiation, consultative selling, relationship building, appointment setting, and value creation
Competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and drive to succeed
Bachelor's degree from a four-year college or university, or an equivalent combination of education and experience (preferred)
Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions (preferred)
Strong CRM discipline and experience managing pipeline in a structured, metrics-driven sales process
Excellent verbal and written communication skills
Ability to thrive in a fast-paced environment, adapt quickly, and solve problems effectively
Understanding of public and private market investing

Benefits

Comp & perks

Medical/Rx insurance
Dental insurance
Vision insurance
Disability insurance
Life/AD&D insurance
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
Health advocacy
Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance
401(k) retirement savings plan with company match
Paid time off