Account Executive

SS&C Technologies

. Leverage LinkedIn, Salesloft, ZoomInfo, and cold calling to generate new business .

Posted 11/3/2026full-timeRemote • Texas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-cycle sales, leveraging tools like Salesforce and Salesloft to manage pipelines and drive new business opportunities. Builds strong professional relationships with clients while effectively communicating product value in the investment banking sector.

Highest-signal resume keywords

Full-Cycle Sales ExperienceLead GenerationSalesforce ProficiencyRelationship BuildingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationSales Process ManagementOpportunity CreationSales Activity TrackingAdvanced Excel Skills

Soft Skills

Self-StarterStrong Work EthicOrganizational SkillsCollaborationGoal-Oriented

Tools & Technologies

SalesforceSalesloftLinkedInMicrosoft OfficeZoomInfo

Industry Keywords

Investment BankingCorporate FinanceLegal ProfessionalsBanking ProfessionalsCustomer Relationship Management

About the role

Key responsibilities & impact

Leverage LinkedIn, Salesloft, ZoomInfo, and cold calling to generate new business
Meet and exceed monthly targets for opportunity creation and sales activity
Identify client needs, engage with prospects, and progress qualified leads through the sales process
Create professional relationships through in-person and virtual interactions with net new and repeat customers
Document outreach activities in Salesforce, ensuring a well-managed pipeline and accurate reporting
Act as a brand ambassador, showcasing Intralinks' value proposition to corporate, legal, finance, and banking professionals
Understand key personas, pain points, and business challenges to tailor outreach
Develop thorough knowledge of Intralinks products and services to communicate their value to prospects
Promote Intralinks across the investment banking universe
Cultivate deep customer relationships to drive repeat business and identify net new contacts within assigned accounts

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
Minimum 2 years of success in a full-cycle sales role
Strong ability to generate and qualify new business opportunities
Ability to thrive in a fast-paced, collaborative environment
Passion for achieving team goals
Self-starter with a strong work ethic
Ability to stay organized and follow up effectively
Proficiency with Microsoft Office, LinkedIn, Salesforce, and Salesloft
Candidate must be in Dallas / Houston
Advanced Excel skills or investment banking background are a plus, but not required

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity