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Investortools

Sales Executive

Investortools

. Identify, develop, and close new business opportunities within targeted industry institutions .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSenior💰 $120,000 - $140,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in B2B Sales and Business Development with a strong focus on relationship-building and consultative selling. Proven ability to navigate complex sales cycles and deliver tailored presentations to senior-level decisionmakers.

Highest-signal resume keywords
B2B Sales ExperienceBusiness DevelopmentRelationship BuildingComplex Sales Cycle ManagementFinancial Markets Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales ForecastingClient OnboardingProduct DemonstrationsMarket IntelligenceConsultative Sales Approach
Soft Skills
Strong Communication SkillsPresentation SkillsSelf-MotivatedProblem Solving
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
FintechFixed IncomeSales StrategiesStakeholder EngagementClient Success

About the role

Key responsibilities & impact
  • Identify, develop, and close new business opportunities within targeted industry institutions
  • Build and maintain relationships with key decisionmakers, influencers, and stakeholders throughout the sales cycle
  • Navigate complex sales processes involving multiple stakeholders and long sales cycles
  • Conduct discovery conversations to understand client business objectives, challenges, and workflows
  • Deliver compelling and tailored product demonstrations and presentations
  • Collaborate with Marketing, Account Executives, and Client Services to create effective sales strategies, close business, and ensure successful client onboarding
  • Maintain an active pipeline of opportunities and accurately forecast sales activity
  • Represent Investortools at industry conferences, events, and client meetings
  • Provide market intelligence and client feedback to inform business strategy
  • Report to the Head of Sales
  • Work closely with Account Executives and other internal teams to demonstrate the value of Investortools solutions and generate new revenue
  • Serve as a trusted advisor throughout the sales process and help ensure a smooth transition for long-term client success

Requirements

What you’ll need
  • 5+ years of experience in B2B sales, business development, or enterprise software sales
  • Demonstrated success in generating and closing new business opportunities
  • Strong communication, presentation, and relationship-building skills
  • Ability to manage complex sales cycles and engage with senior-level decisionmakers
  • Self-motivated with a consultative sales approach and a passion for solving client challenges
  • Knowledge of financial markets, especially fixed income or fintech (preferred)
  • Willingness to travel as needed
  • Bachelor’s degree is required
  • Eligible to work in the U.S. without visa sponsorship

Benefits

Comp & perks
  • Bonus eligibility based on individual and company performance
  • Paid time off
  • 401(k) with immediate vested match
  • Comprehensive health coverage
  • Sabbatical program
  • Free daily lunch in the office
  • Healthy work life balance