Offer summary

Qualifications:

3-5 years of sales experience in the financial services or RIA space., Strong communication and networking skills with a hunter mentality., Experience with SaaS products and understanding of CRM systems., High presentation skills and ability to engage with various organizational levels..

Key responsabilities:

Identify and pursue potential opportunities in the RIA space through cold outreach.

Secure product demonstrations with senior decision makers.

Manage sales inquiries and follow up promptly to close deals.

Update Salesforce CRM regularly and monitor sales activities to meet targets.

Job description

The SMB Account Executive is a self-driven, results-oriented, sales professional with a positive outlook able to carry out sales activities to secure new sales of our suite of products. Our clients are SMB organizations.

If you have excellent Sales skills, strong research and communication skills, and are great at networking, we would like to talk. Three to Five years Sales experience selling software is a must; experience selling feeds and data is a plus. If you are an experienced B2B Sales Solutions professional selling into financial services specifically working with RIA's, we would like to talk to you.

Responsibilities:

Uncover every potential opportunity in the RIA space, using cold outreach and prospecting strategies
Secure demonstrations to senior decision makers within an organization
Respond to and follow up sales enquiries in a timely manner
Close deals and see the process through to invoicing of contract value
Regularly update relevant information on Salesforce CRM
Achieving monthly sales targets on a cumulative basis
Monitor and report on activities and provide relevant management information
Liaise and attend meetings with other company functions necessary to perform duties and aid business and organizational development
Attend training and to develop relevant knowledge and skills

Required Qualifications:

3-5 years’ experience working with and selling into the Fin Serv or RIA space
Hard-working with a strong work ethic, consummate focused, hunter mentality
Experience with SaaS products
Understand the complex nature of CRM systems, the challenges surrounding their implementation and the integration of 3rd party data and software
Ability to interact from C-Suite to Associate level required
Very high presentation skills and exceptional face-to-face communication skills
Have experience generating opportunities from cold call to close
Excels at networking, setting up meetings and closing deals
Positive attitude, strong work ethic, ability to work under pressure and independently

Preferred Qualifications:

Self-motivated with demonstrated success based on previous performance
Effective, collaborative, consultative, and excited to connect the needs of our clients with our capabilities
Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure
A natural forward planner who critically assesses own performance
Computer literate with knowledge of Salesforce CRM
Knowledge of the MS Office Suite including Outlook, PowerPoint, Word, and Excel

Required profile