Sales Executive
About The Position
Investortools is hiring a Sales Executive to generate new business growth by identifying leads, developing relationships with prospective clients, and guiding them through complex consultative sales processes. The role works closely with Account Executives and internal teams to demonstrate the value of Investortools solutions and generate new revenue. The primary focus is acquiring new clients, while also serving as a trusted advisor during the sales process and helping ensure a smooth transition for long-term client success. The position involves working with professionals in investment management, including portfolio managers, credit analysts, and traders, and partnering with large financial firms. The Sales Executive reports to the Head of Sales. Travel is required as needed.
Requirements
- 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 decision-makers.
- Self-motivated, with a consultative sales approach and a passion for solving client challenges.
- Willingness to travel as needed.
- Bachelor’s degree required.
- Eligible to work in the U.S. without visa sponsorship.
Nice To Haves
- Knowledge of financial markets, especially fixed income or fintech.
Responsibilities
- Identify, develop, and close new business opportunities within targeted industry institutions.
- Build and maintain relationships with key decision-makers, 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.
Benefits
- Paid time off.
- 401(k) with immediate vested match.
- Comprehensive health coverage.
- Sabbatical program.
- Free daily lunch in the office.
- Bonus eligibility based on individual and company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
