Senior Sales Executive InvestEdge, Inc.
Reports To: COO Department: Sales
This position is responsible for selling the organization's wealth management platform services using a project planning approach that uses technical, organizational, and customer knowledge to clearly identify customer needs and guide them in selecting our solution.
Develops new prospects and interacts with existing customers to increase sales of an organization's products and/or services.
Utilize collaborative-based selling skills to build account relationships while engaging tactically at the business executive and staff levels.
Participate in setting product strategy to meet sales objectives.
Identify revenue opportunities in target accounts, develop sales plans, and execute to close revenue.
Develop opportunities from prospect list.
Participate in industry conferences and speaking engagements.
Update all activities into Salesforce.
8+ years professional selling experience in high-tech or financial/investment related industries.
Proven track record of consistently exceeding corporate objectives and quotas.
Strong presentation, communication, organization, and time management skills.
Experience working with and selling into Registered Investment Advisory and Family Office market segments.
Familiar with service providers to Registered Investment Advisors and Family Offices.
Self-driven, motivated and results oriented.
Internet software or SAAS experience a plus.
Bachelor?s Degree from four-year college or university - MBA a plus.
||Bala Cynwyd, PA |