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Enterprise Account Executive, Financial Services

Euromoney Institutional Invest
New York, NY Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/4/2025

Reporting to the VP of Sales, Financial Services, the Strategic Account Executive is a self-driven, results-oriented, sales professional with a positive outlook able to carry out professional sales activities to secure sales of our suite of products. Our clients are some of the most influential Financial Institutions, Investment Banks, and Private Equity firms in the world.

If you have excellent Sales skills, strong research and communication skills and are great at networking, we would like to talk. Six years of "hunting" Sales experience selling software is a must; experience selling feeds and data is a plus. If you are an experienced B2B Enterprise Sales Solutions with experience selling into the Financial Institutions, Investment Banks, and insurance companies we would like to talk to you.

Principle Responsibilities

  • Lead the entire sales process; identify, qualify, and close sales pipeline with large institutional and enterprise accounts
  • Secure demonstrations to senior decision makers within an organization
  • Conduct customer demos, lead detailed technical sales
  • Utilize and maintain an organized CRM to help with sales forecasting accuracy and consistency
  • Respond to and follow up sales enquiries in a timely manner
  • Close deals and see the process through to invoicing of contract value
  • Align and drive sales initiatives with company goals
  • Achieve monthly sales targets on a cumulative basis

Qualifications and Experience

  • 8 years sales experience with consistent success meeting or exceeding sales objectives selling software products and technical solutions into the enterprise market.
  • Experience working with and selling into Investment Banks, Financial Institutions, and Insurance Companies or PE / Hedge Fund owners / managers and also CTO's, is a strong plus
  • Experience building pipeline through outbound
  • A track record in securing new logos, with experience building pipeline through outbound
  • A familiarity with solution-based approach to selling, have experience managing a complex sales process and possess excellent presentation and listening skills, organization and contact management capabilities.
  • Ability to interact from C-Suite to Associate level required
  • Experience with SaaS and fintech products a strong plus
  • Hard working with a positive attitude, strong work ethic, ability to work under pressure and independently
  • Self-motivated and able to prove this based on previous performance
  • Motivated by the desire to constantly learn in a changing environment and actively contribute to a dynamic team structure
  • Excels at networking, setting up meetings and closing deals
  • Altrata is actively committed to promoting, fostering, and nurturing a diverse and inclusive environment, and all applicants will receive equal consideration regardless of race, sex, religion, color, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We recognize that these types of statements appear often in job descriptions. Altrata eally and truly means it.

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