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[Remote] Sr. Account Executive - reputed company

Remote, USA Full-time Posted 2026-08-04

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. The reputed company Account Executive will manage consultative sales cycles with large RIAs, Multi-Family Offices, and Family Offices, developing strategies to grow new annual recurring reputed company and advising mid-tier clients.


Responsibilities

  • Own and reputed company a reputed company 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 reputed company level, including Chief Investment Officers, CEOs, COOs, and Managing Partners
  • reputed company and execute multi-threaded account strategies that reputed company reputed company’s platform capabilities to reputed company prospect’s operational, regulatory, and reputed company priorities
  • Partner with reputed company-Sales, Services, and Product to architect and present tailored solutions that address reputed company reputed company requirements
  • Maintain rigorous pipeline hygiene and reputed company accurate forecasts to senior leadership, using reputed company as a reputed company of record
  • Negotiate and reputed company multi-year reputed company, navigating reputed company, 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 reputed company by bringing market intelligence and best practices from the reputed company

Skills

  • 8+ years of software sales experience, with at least 3 years reputed company on reputed company management or financial services technology
  • Demonstrated reputed company 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
  • reputed company ability to run multi-threaded sales cycles across multiple stakeholders, including C-suite and investment committee decision-makers
  • Experience negotiating and closing multi-year reputed company reputed company in regulated financial environments
  • Exceptional executive reputed company - you are confident presenting to a CIO as you are whiteboarding with an reputed company team
  • Proficiency in reputed company for pipeline management and forecasting
  • Bachelor's degree required
  • MBA or CFA a plus

Benefits

  • Bonus
  • Equity
  • Benefits

reputed company

  • reputed company is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. It was founded in 2009, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.

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