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Account Executive
Lead solution discovery to understand and meet client requirements in financial services.
DallasHouston
3 months ago
✨ About The Role
- The Account Executive will research key accounts to assess business opportunities using a data-driven approach.
- Establishing relationships with key decision-makers and influencers in target accounts is a primary responsibility.
- The role involves creating and managing telephone and email prospecting campaigns for new business.
- The candidate will lead solution discovery to understand client requirements, objectives, and priorities.
- Presenting SS&C Intralinks business solutions using appropriate sales techniques is a key aspect of the job.
- Regular meetings with clients, sometimes requiring travel, will be necessary to build superior relationships.
- The Account Executive will maintain a strong sales pipeline and forecast using the CRM system Salesforce.
- Meeting agreed quarterly and annual performance metrics in client activity and quota achievement is expected.
âš¡ Requirements
- The ideal candidate will have a bachelor's degree or equivalent experience, demonstrating a solid educational background.
- A minimum of 5+ years of professional experience, with at least 3 years in quota-bearing software or technology sales, is essential for success in this role.
- Strong knowledge of mergers and acquisitions (M&A), alternative investments, and the broader financial services industry is crucial.
- Excellent verbal and written communication skills are required, including the ability to present effectively to groups.
- The candidate should be comfortable participating in industry-facing business development and marketing efforts.
- A willingness to travel 20-50% of the time is necessary to meet clients and build relationships.
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