Enterprise Account Executive

About the role

The Enterprise Account Executive is responsible for driving new business acquisition among prospective clients and expanding revenue within assigned accounts across InvestCloud's enterprise solutions, including Digital Wealth, APL, and Altic. The role partners closely with Marketing, Sales Engineering / Pre-Sales, Product, and Account Management, making strong cross-functional collaboration and orchestration essential to success.

Responsibilities

• Develop and execute prospect strategies, account plans, and sales plans to achieve revenue goals and individual quota.
• Drive net-new business acquisition through direct sales activity, including outbound prospecting, new-logo sales, and targeted cross-sell and up-sell opportunities across InvestCloud's solution set.
• Build and manage a predictable pipeline through self-sourced lead generation, prospect nurturing, prioritization, disciplined reporting, and forecast management.
• Target and qualify potential leads and pursuits, determining the most effective strategic and consultative sales approach for each opportunity.
• Educate prospects on the value of InvestCloud's enterprise capabilities across Digital Wealth, APL, and Altic.
• Leverage financial services and industry knowledge to create demand, shape compelling purchase rationales, and establish business value.
• Partner with internal pursuit teams, Sales Engineering / Pre-Sales, Product, Marketing, and Account Management to shape, position, and close deals.
• Establish and grow executive-level relationships with prospective clients, while maintaining strategic relationships with existing clients.
• Navigate complex, multi-stakeholder sales cycles across enterprise and strategic accounts, and develop winning close plans with effective negotiation strategies.
• Create accurate forecasts, quickly qualify opportunities, and maintain a disciplined funnel of qualified prospects.
• Share industry, deal, and sales best practices across the sales organization.

Qualifications

• 8-15 years of solution-selling experience within financial technology, wealth technology, or adjacent SaaS environments.
• Experience selling complex solutions into financial institutions, including wealth managers, private banks, regional banks, asset managers, RIAs, broker-dealers, and other large financial services organizations.
• Consistent track record of meeting and/or exceeding annual sales quota.
• Strong pipeline generation skills, including experience building self-sourced pipeline and developing new prospective-client opportunities.
• Deep understanding of the financial services industry and wealth technology landscape.
• Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions.
• Experience selling into wealth managers, private banks, asset managers, regional banks, RIAs, broker-dealers, and tier 1 financial institutions.
• Strong CRM discipline and experience managing pipeline in a structured, metrics-driven sales process.
• 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.
• A high-energy, creative, team-oriented approach with a passion for building businesses and brands.
• Ability to thrive in a fast-paced environment, adapt quickly, and solve problems effectively.

Preferred Skills / Experience

• Prior experience selling wealth, asset management, digital wealth, advisor technology, client experience, onboarding, reporting, managed account, portfolio management, portfolio accounting, trading, billing, or related enterprise technology solutions.
• Experience selling into wealth managers, private banks, asset managers, regional banks, RIAs, broker-dealers, and tier 1 financial institutions.
• Strong CRM discipline and experience managing pipeline in a structured, metrics-driven sales process.
• 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.
• A high-energy, creative, team-oriented approach with a passion for building businesses and brands.
• Ability to thrive in a fast-paced environment, adapt quickly, and solve problems effectively.

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.