Enterprise Account Executive

InvestCloud, Inc.

16h

About The Position

The Enterprise Account Executive is responsible for driving new APL business
acquisition and expanding revenue within assigned accounts through direct sales
efforts, including cross-sell and up-sell opportunities. This role partners
closely with Marketing, Pre-Sales, Product, and Account Management, making
strong cross-functional collaboration and orchestration essential to success.

This is a high-impact, quota-carrying role for a sales professional who can
build pipeline, develop executive relationships, and convert opportunities into
revenue. The ideal candidate is results-driven, highly consultative, and focused
on building long-term relationships that support sustained sales performance and
business growth.

A great Enterprise Account Executive is a strong product sales expert with a
growing command of the broader enterprise value proposition. They promote and
sell APL solutions to both prospective and existing clients, while expanding
InvestCloud’s market presence within targeted industry segments.

They build and cultivate trusted relationships with executive and C-suite
stakeholders, identify strategic opportunities, and create compelling business
cases that drive demand and accelerate deal closure.

Requirements

• 10–15 years of solution-selling experience within financial technology.
• Experience selling deals of approximately $2M+ ACV.
• Consistent track record of meeting and/or exceeding annual sales quota.
• Demonstrated annual close rate of approximately 33%.
• Deep understanding of a Financial Advisor’s day-to-day business activities and pain points.
• Deep understanding of the Financial Services industry, including RIAs, RIA Aggregators, Independent Broker Dealers, and Banks.
• Proven ability to establish and grow executive- and C-level relationships.
• Experience selling against wealth management competitors, including internal IT teams, Envestnet, and SS&C.
• Strong value-based selling skills, including both point-solution and platform-selling expertise.
• Demonstrated 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 creation.
• Demonstrated personal attributes including competitiveness, accountability, adaptability, teamwork, motivation, strong results orientation, and a drive to succeed.

Nice To Haves

• Prior experience selling wealth or asset management technology to tier 1 firms.
• Bachelor’s degree from a four-year college or university, or an equivalent combination of education and experience.
• Excellent verbal and written communication skills, with the ability to build strong working relationships across all levels of the organization.
• High-energy, creative, team-oriented approach with a passion for building businesses and brands.
• Ability to thrive in a fast-paced environment and adapt quickly while solving problems effectively.

Responsibilities

• Target potential leads and pursuits, and select the most effective sales strategies and approaches.
• Drive new business acquisition through direct sales activity, including cross-sell and up-sell programs.
• Build and manage pipeline through lead generation, prospect nurturing, prioritization, and reporting.
• Educate clients on the value of InvestCloud’s technology capabilities and industry expertise.
• Leverage financial services and industry knowledge to create demand and present compelling purchase rationales.
• Partner with internal pursuit teams to help shape, position, and close deals.
• Establish and grow executive-level relationships with prospective and existing clients.
• Share industry, deal, and sales best practices across the sales organization.
• Mentor and coach other account executives and associates, as needed.
• Manage demand generation efforts and quickly qualify opportunities.
• Develop and execute account strategies and sales plans to achieve revenue goals and individual quota.

Benefits

• medical/Rx, dental, vision, disability, and life/AD&D insurance plans
• Flexible Savings Account (FSA)
• Health Savings Account (HSA)
• Employee Assistance Plan (EAP)
• health advocacy
• voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
• 401(k) retirement savings plan with company match
• paid time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level