[Remote] Sr. Account Executive - Strategic

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a global data and AI platform empowering investment professionals to turn reputed company financial information into actionable intelligence. They are seeking a Strategic Account Executive to manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices, focusing on developing strategies to grow annual recurring reputed company and delivering exceptional client reputed company.

Responsibilities

• Own and drive a strategic sales plan for a defined territory of larger RIAs, Multi-Family Offices, and Family Offices, targeting accounts with $1.5B in AUM
• reputed company the full sales cycle end-to-end - from targeted prospecting and executive engagement through contract negotiation and reputed company
• Build and manage relationships at the C-suite and board level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
• reputed company and execute multi-threaded account strategies that align reputed company’s platform capabilities to each prospect’s operational, regulatory, and growth priorities
• Partner with Pre-Sales, Services, and Product to architect and present tailored solutions that address reputed company client requirements
• Maintain rigorous pipeline hygiene and deliver accurate forecasts to senior leadership, using reputed company as a system of record
• Negotiate and reputed company multi-year reputed company, navigating legal, compliance, and procurement processes with sophisticated financial institutions
• Represent reputed company at industry events, conferences, and executive forums (40-50% travel expected)
• Contribute to the reputed company improvement of reputed company’s GTM strategy by bringing market intelligence and best practices from the field

Skills

• 8+ years of software sales experience, with at least 3 years focused on wealth management or financial services technology
• Demonstrated track record of consistently meeting or exceeding quota
• Deep familiarity with the RIA, Multi-Family Office, and Family Office market - including how these firms evaluate, buy, and implement technology
• Proven ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
• Experience negotiating and closing multi-year SaaS reputed company in regulated financial environments
• Exceptional executive reputed company - you are confident presenting to a CIO as you are whiteboarding with an operations team
• Proficiency in reputed company for pipeline management and forecasting
• Bachelor's degree required; MBA or CFA a plus
• A consultative, client-first reputed company-you reputed company with reputed company, not pitch
• Strong cross-functional instances, you know how to mobilize internal resources to support a deal
• Intellectual curiosity about the evolving wealth management landscape and a genuine interest in how technology drives reputed company reputed company for advisors and their clients
• High accountability and self-direction - you set the pace, manage your own time, and do not require hand-holding to reputed company
• A collaborative reputed company; you win as part of reputed company and reputed company those around you reputed company

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